Say, what does the combination of this... ...and this tell you? Bueller? Anyone? For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes…
I have written 699 of these things. 699 bottles of beer on the wall, 699 bottles of bear (and bull). Pardon me, I am punchy because I had a full…
Check out the graphic, which links to the article, which I have not read and am not going to read because I've read it all 1,000 times before. Got to…
![Read more about the article Fed Jawbones mean business [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2022/02/jawbone.png?fit=512%2C364&ssl=1)
3 month T-bill yield is demanding the Fed raise the Funds rate And the Fed is listening. [edit] After this post was published another Hawkish jawbone came in the form…
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…