Public posts
CME Group traders favor a .75% Fed Funds Rate hike on November 2nd Meanwhile, inflation expectations have been cracking lately. My thesis is and has been that the Fed is…
Excerpted from the October 2 edition of Notes From the Rabbit Hole, NFTRH 725: Gold & Silver Gold and silver (monthly chart) continue in the cyclical bear that started in…
As the proper macro fundamentals for gold mining grind into place... The real price of gold, as represented on the chart below by gold in relation to commodities, is constructive…
Yesterday I converted nftrh.com from displaying a blog on the front page to instead display a static front page, with the blog now a page within the site. The blog…
Stock charts are helpful, but not the be all, end all I was looking through a list of watch items and came upon NEO.TO, which is something I've had my…
Indian stocks have been bullish relative to much of the rest of the world, but... It appears little more than a macro parlor trick as the Indian Rupee dive bombs…
As we step toward a counter-cyclical macro, the fundamentals will finally improve for gold mining From a June 19th interview I did with with Jordan Roy Byrne with respect to…
The Energy sector cracks hard Technically, it is still a major uptrend (by the rising SMA 200). Functionally, it looks like hell. Oil, Gas and the Energy complex were the…
The TSX Venture (TSX-V) index is in trouble Have the drones on Twitter taken up their pitchforks and torches and marched upon their inflationist (gold bugs or otherwise) influencers yet?…
Commodities and inflation expectations have/had been rising right along with the long bond's yield But some of the 30 year Treasury yield's fellows are dropping off, just as the hawking…
Because here's the anticlimactic event (that's an assumption because this is written prior to the FOMC release) you've been waiting for... September 21, 2022 Federal Reserve issues FOMC statement For…
Copper/Gold and Oil/Gold correlated with the 10yr yield From yardeni.com, a visual representation of one implication of the Copper/Gold ratio, which I often make a big deal about. If the…
Eggheads assemble, as FOMC meets Ooh, can't you just cut the tension with a knife? FOMC is going to hike the funds rate by at least .75% tomorrow and according…
Junk bond ETF outperforms both Treasury and 'investment grade' (IG) bonds As would be expected, nominal junk (HYG) is pretty bearish along with the rest of cyclical/risk 'on' markets. It's…