Public posts
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…
Back to regular PDF format this week. NFTRH 723, out now. For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth…
Whereby I try to make you listen to a garage rock song that is probably not to your taste with a nasally sounding singer who I am pretty sure is…
"You take the blue pill... the story ends, you wake up in your bed and believe whatever you want to believe. You take the red pill... you stay in Wonderland,…
What is happening to gold lately and today is heartening It's been my favored scenario for becoming a gold stock bull. It goes like this... Inflation touts go over the…
Say, did you know that Cathie Wood favors deflation? Why yes ladies and gentlemen, foremost overvalued story stock picker Cathie Wood thinks deflation is coming. That is quite contrarian alright…
In an 'all one market' signal, gold, silver and copper are contrary constructive, bullish and bullish respectively by sentiment/positioning in the Commitments of Traders Gold improved this week from an…
NFTRH 721 took technical readings of the US stock market, describing the major trends but also a short-term battle for SPX between the daily SMA 50 (resistance) and lateral short-term…
The best of times to come for gold (and gold miner) investors, if you've survived the worst of them Let's let Charles Dickens teach us a few things about not…