Inflation Expectations
Inflation expectations are not buying the blowout January Payrolls report The 10 year breakeven inflation rate has been declining (the 5 year is similar) for the better part of a…
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February 3, 2023
Public posts
January Payrolls +517,000
January payrolls boomed at +517,000 You can click the graphic to get the details from BLS: I was quite taken aback by how strong the January Payrolls reading was. While…
February 3, 2023
Goldilocks, this picture shows three bears in the room and scared little girl running away from them, vintage line drawing or engraving illustration
Goldilocks
A whiff of Goldilocks, on cue... As inflation fades but the economy remains intact. Amid the Q4-Q1 broad rally projection and specifically due to our view of fading inflation signals…
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February 2, 2023
Yesterday’s NFTRH+ post on GDX now public
GDX options per NFTRH+ update yesterday Yesterday we did a little in-day micromanagement of GDX in an NFTRH+ update based on some hints I was seeing. I have opened the…
February 1, 2023
The tardy Fed and the new macro
As FOMC readies its .25% rate hike today… In 2021 and 2022 we called the Federal Reserve "tardy" on several occasions as they doggedly held to their "transitory" inflation stance…
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February 1, 2023
Time to stare at the long-term Uranium price
Simply because men who stare at charts often like to stare at long-term bases that have turned up. e.g the Uranium price... u3o8 price from Cameco For “best of breed”…
January 31, 2023
Note to subscribers: Gmail sending some emails to spam
Please check your spam folder if you have not received the email notice for NFTRH 742. Apparently Gmail went renegade this weekend and decided that emails that heretofore have been…
January 30, 2023
If you’re a nerd, you find this amazing
2 year Treasury bond yield continues to diverge T-bills Well, this nerd is amazed by it (and several other out of whack macro indicators), at least. The 3 month T-bill…
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January 26, 2023
Golden Cross bull signals in gold stocks!
Golden Cross bull signals have just been announced by a gold stock always-bull Look, I said I was going to back off directly criticizing smaller promoters in the markets and…
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January 24, 2023
Gold stocks are not yet unique, but that’s coming
Gold stocks have been among the leaders of the Q1 rally, but are not yet unique It seems that all too often lately the gold mining sector is in tow…
January 20, 2023
Market fears the Fed will over tighten
Always needing an excuse for any given daily move, the MSfM serves up investors' Fed tightening fears this morning You can click the image of a pensive trader staring intently…
January 19, 2023
Are we on plan or what?
Inflation signals and economy fading/decelerating as expected That which was built of inflation will deconstruct with inflation's fade. That's the rough plan, anyway. It's important to remember that short-term phases…
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January 18, 2023
Gold in global currencies, looking good
Gold price is trending up vs. major global currencies The corrections will come to the nominal gold price, but a real bull market will need participation vs. all major currencies…
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January 18, 2023
Q4-Q1 rally regains its mojo, led by the miners
Copper and Gold miners are leading the Q4-Q1 rally in broad asset markets Back in October we began to plan the prospect of a relief rally that would be fueled…
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January 13, 2023
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