Inflation? I don’t think so… and neither do bonds
This inflation phase is done, so says the bond market It is as I've been saying for at least a half a year now; inflation is done. For this cycle…
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April 5, 2023
Public posts
NFTRH 751 excerpt on the silver price
The silver price has taken out the next target In NFTRH we have been watching silver lead gold for nearly a month now. That was projected to have implications on…
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April 4, 2023
March ISM report; Macro view on track
The March ISM report on manufacturing is right on schedule to our macro view Manufacturing is not a laggard, like a lot of the inflation stuff and services-related employment still…
April 4, 2023
OPEC’s Crude Oil price manipulation
The message is clear in OPEC's Crude Oil price manipulation You can click the image to read the article at CNBC. cnbc.com There is a reason that Energy is a…
April 3, 2023
Why Gold?
If the decades old bubble in paper assets is ending, that's why gold! Various promotions along the way of the Continuum have distilled the case for gold down to handy…
March 31, 2023
Cidara Therapeutics (CDTX): Seriously?
Cidara Therapeutics stock (CDTX) dive bombs, fills gap, tears ass Seriously? The history is that this was brought to my attention by subscriber RK, a learned guy about the Biotech…
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March 28, 2023
NFTRH 750 w/ reference to commodities
A brief segment on commodities, as we anticipated a potential rotation from Tech leadership to a temporary revival of some of the inflation trades Per the NFTRH trade log yesterday,…
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March 28, 2023
Gold and SPX (GC & ES): Surprised?
Gold and SPX (ES) are doing what a sentiment relief bid would do The supposed banking "crisis" is an excuse to spur over-bearish sentiment into what I think may be…
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March 27, 2023
USD and Gold; what gives?
USD and gold have both been firm (this morning) against a steepening yield curve It's a deflationary yield curve steepener, as evidenced by both the 10yr and 2yr yields dropping…
March 24, 2023
New audio/video: SPX and some risk indicators; pleasure then pain
The S&P 500 (weekly, log scale) and a few of its risk indicators Progressing along and gaining a comfort level with this medium, here is the latest macro blurb to…
March 23, 2023
Neat little bear flag in DBC; inflation trades need not apply
This is a Goldilocks rally, not an 'inflation trades' (or cyclical) rally Today is an 'FOMC comment-free' day for me, as there is nothing surprising or new going on there…
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March 22, 2023
Deflationary Yield Curve Steepener?
A deflationary yield curve steepener is hinted at but not yet activated How do we know that the recent spike is a would-be deflationary yield curve steepener? We know because…
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March 20, 2023
Market Psych 101; fear, greed and bias reinforcement #inflation #Gold #CEF #SPY #DBC
Fear, greed and bias reinforcement sell. Reality, at any given time? Not so much. A look at stocks, commodities, inflation, gold and silver through a contrary lens. As I continue…
March 19, 2023
As the inflation trades drop, gold out-performs and gold miners will benefit
The inflation trades are fading and gold is ascending to its rightful place in the disinflationary macro The favored NFTRH plan is working out well as we planned the Q4…
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March 17, 2023
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