This post started off as a simple one on the Financials, but then riffed along into yield dynamics and the contrary bond play - of a much different kind that…
Just because I have an interest on a macro level (interest rates and the dynamics therein) with rates being key to all other markets and because I have an interest…
With respect to yesterday's post, the 10yr yield has crept above the SMA 50 while the Financials and Banks seem to be thinking about it, pondering. It would seem almost…
We have shorted GS, longed GS and shorted it again (NFTRH+); all for profit (if only all trades worked so well). We also had a successful short setup on the…
This update will assume anyone interested in the trade also believes that long-term interest rates are going to decline near-term, despite overwhelming popular opinion to the contrary. I am one…
Look at these bedfellows that are sleeping together in a sign that all does not feel well with the market, post-inauguration. TIP-TLT is in a weird, toppy looking short-term pattern. …
[edit] the post started as a simple thing and ended after getting way too involved. so much the better... An update of the situation on the Banks, the anti-Banks (gold)…
It's all about confidence, right? Right. In 2011, when the commodity and 'inflation' trades blew out, the Federal Reserve was completely discredited, with gold bugs out front poking them in…
Excerpted from this week's premium report, NFTRH 282: Last June when tidbits about a would-be future ‘taper’ of T bond purchases (QE) were popping up in the media NFTRH 241…
As I was charting long-term Treasury yields in NFTRH 241, I ran a chart of the ratio between the banks and the S&P 500 and what do you know? The…