Very helpful as a guide in times of change, sorting through different short and long-term conditions and associated strategies. NFTRH 692, out now. For "best of breed" top down analysis…
20+ and 7-10 year Treasury bonds look constructive Look, I don't know if it is just poetic or there is some degree of shall we say instigation [tin hat alert]…
Since NFTRH 681 put its stock picking pants on I want to make sure we're following the market backdrop this week if/as things change or affirm. Long-term Treasury yields have…
It looks like for now at least, the play was indeed buy the (tapering) news in bonds. 7-10 Year... 20+ year... Have a nice weekend. For "best of breed" top…
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 the compelling charts in this…
For a sign of the end of the summer cool down - and deflationary whiff (such as it is) - yields will need to reverse upward and bonds head back…
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 topics that I think are…
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, and a favorable sentiment backdrop…
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 side shoulder. That is the…
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 the channel breakout point. Our…
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 breed" top down analysis of…
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 theorizing about its mechanics, effects…
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 response on Twitter to one…
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 big time talks about it…