Public posts

About that 30 year Treasury yield

30 year Treasury bond yield pulls back from 4.4% to 3.4% (on cue) I'd like to not so humbly note for public readers that long before the rising rates hysteria…

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NFTRH 734, out now

NFTRH 734 was just uploaded for subscribers. We were among the first to the Q4-Q1 party theme and now the herds have joined. There are short and long-term parameters and…

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Oblivion [w/ edit]

I... have never written and probably never will write a love song. like the blues, but almost never play them because - not to sound racist - I don't like…

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November Payrolls +263k

In another surprise (not), November Payrolls increased more than expected It's a process, rolling an economy over. November Payrolls exceeded expectations and given the season and the nature of Payrolls…

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Risk/Reward in the 2-year Treasury note is positive

Commitments of Traders (CoT) in the 2-year Treasury note flashes contrary bullish Interesting positioning data on the 2-year Treasury note. As per our favorable view of bonds for a 2023…

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Updating the “last inflated man standing”

The Energy sector ETF (XLE) continues a would-be topping situation Why yes, I got clowned a little last week as I was compelled by my personal psych profile and risk…

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