NFTRH 936 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
Goldilocks has been our favored short-term outcome, and she just took a step forward Today [Wednesday] FOMC did the very much expected and hiked the Fed Funds Rate by .25%…
NFTRH 932 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
Are bond market front-runners getting, well, run... or if Bessent failing? I think it is a worthwhile question. It would be classic for those front-running a policymaker who advertised his…
And I don't mean Hazel... Although Hazel and her grotesque grin are back as well, as August payrolls knocked it out of the park on the back of non-productive Leisure/Hospitality…
Here is yesterday's first entry in the subscriber blog: You win some (timing a buy on MAIFF/MAI.V) and lose some (my hedges, which have gone from solid paper profits to…
NFTRH 930 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
Operation Twist 1.0 was a stroke of pure (evil) genius by Ben Bernanke 15 years ago, and two modern day Wizards may be trying to engineer something similar today "Sanitize"…
For the benefit of subscribers who do not follow the in-day/week blog, * I clipped one of today's entries because it potentially has macro relevance. More to come, likely in…
NFTRH 929 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
NFTRH 928 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
The gold market has a lot going against it at this time (note: "at this time") This is a non-comprehensive view of the gold market and what is in store.…
NFTRH 924 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
NFTRH 921 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…