Public posts
January Payrolls boomed, services do the heavy lifting I was at a doctor's appointment when the drama unfolded. It was probably for the best, because I for one have been…
The US Dollar index is at another stubborn decision point, and macro markets hang in the balance as USD and gold's relationship to silver will direct coming market strategies As…
The copper price held long-term support and the daily chart is constructive Here is a look at copper, which we identified a couple of weeks ago above long-term support along…
Crude oil is rallying nicely since it was highlighted in an NFTRH+ subscriber update Yeah, it's a little promo, as I don't want the in-week NFTRH+ update aspects of the…
The new Yield Curve steepener has not yet un-inverted, but it's in progress and thus far mildly inflationary Reference Inflationary Yield Curve Steepening? from January 11. In my opinion, after…
US dollar index (DXY) frisky ahead of next week's FOMC nothingburger, I mean meeting We projected a bounce for USD nearly a month ago in this now public NFTRH+ update.…
Below is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 792 Bond Market, Gold, Yield Curve and the Changes to Come While it is…
After a gentle disinflationary easing (Goldilocks), the bond market is hinting at an inflationary steepening of the 10yr-2yr yield curve A yield curve can steepen under inflationary or deflationary pressure.…
Grace is a gripping film in the making and a strong tax incentive for investors I will do another post with more details about the compelling tax incentives for investors…
December payrolls rose by 216,000 vs. estimates of 180,000 As usual you can click the graphic for the full report. In the full report you will find a certain someone…
The US dollar shakes and the financial markets quake, on cue Per this now public NFTRH+ update (Dec. 28) we noted that an oversold Uncle Buck was due for a…
The macro market backdrop is not likely to go the way trend following market watchers currently anticipate In fact, with patience it could turn out to be like shooting contrary…
Gold is trending up in relation to the median of 1700 stocks While it is going sideways vs. headline US (SPX/SPY) and global (DJW/ACWX) stocks, we have been noting in…
Interview with Jordan Roy Byrne Thank you again to Jordan for having me on. It's especially nice now because we have actionable short and longer-term situations setting up. We cover…