Why this is the time to invest in precious metals Not your mother’s inflation Personally, I am more interested in the mechanics of inflation and
Tag: bonds
Could today’s down-to-up reversal in the 30yr Treasury yield have signaled the end of the summer cool down?
For a sign of the end of the summer cool down – and deflationary whiff (such as it is) – yields will need to reverse
NFTRH 664, out now
The screenshot of page 1 tells it all. Well, maybe not but it’s a cool picture. This week’s report drills in depth to the macro
NFTRH+; Long-term Treasury bond sentiment
The sentiment backdrop is far different in long-term bonds now than it was when rates were rising and we projected a cool down in yields/inflation,
One Macro reset, comin’ up
Macro markets quake as expected, bonds get a little crazy For months now we have been expecting the Continuum to make a roughly symmetrical right
NFTRH+; Behind the scenes of HUI’s drop toward our pullback target
HUI (daily) is pulling back as expected to test support at the area where the SMA 50 is rising to meet the SMA 200 and
NFTRH 657, Out Now
It’s abbreviated for the holiday weekend, but it’s on the main points, keeping things relatively breezy but focused. NFTRH 657, out now… For “best of
New York Fed: Op/Twist (lite)?
New York Fed announces new Treasury bond operations Operation Twist, concocted in 2011 by Ben ‘Big Brain’ Bernanke came about with all sorts of egghead
Bonds Away!
Bond yields top on the Bloomberg/Gross signal, as expected Now the caveat to my constant lampooning of ole’ Billy G comes by way of a
NFTRH’s Signature Indicator Goes Big Time
One of NFTRH’s most important indicators goes big time… Except that the big time doesn’t know it, or doesn’t acknowledge it. But boy, when the
Ponder the Picture
No, not that picture! The big macro view picture of the 30yr Treasury yield. Ole’ Bill is lookin’ good in his bond bear call so
How Perfect, the Pause in Yields?
Media screws the contrary pooch (again) This time it’s Bloomberg and its BOND KING du jour*, Bill Gross making the call. And exactly one more