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 topics that I think are…

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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 side shoulder. That is the…

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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 breed" top down analysis of…

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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 theorizing about its mechanics, effects…

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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 response on Twitter to one…

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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 far after a recent hiccup.…

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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 hysterical day followed the call…

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NFTRH 647, Out Now

It's a solid report covering what needs to be covered, especially now that the thing that was so disbelieved a year ago is now so universally believed. You've got to…

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Gold’s Correction Approaching a Limit?

Gold and long-term Treasury bonds are risk 'off' bedfellows If you think that the heretofore inflation signaling 30yr bond yield is approaching an upside limit maybe you think the same…

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