The Bonds segment of NFTRH 491 took a turn to tin foil territory to allow the letter writer to expose newer subscribers to his ideological views and thus, bias. #491…
The lesson is that when the media loudly trumpet Thing 1 (in this case the bond bear that Bill, Ray and Paul were alarming everybody about) you might want to…
In NFTRH 490 we noted that the market had a sentiment underpinning that could see more short-term upside. Monday was positive and today gapped up to open and spent the…
This morning's post highlighting Jim Grant's bond market/interest rate views (by way of Heisenberg) prompts me to reproduce publicly NFTRH 490's short bond segment. I may be known as the…
Well, Biiwii certainly is busy this morning with burning questions about inflation, deflation and especially the bond market. Charlie Bilello checks in from a practical standpoint (and later will have…
Thank you sir for putting some rational talk in the media and thank you Bloomy for putting him out there amid all the inflation and bond bear hysterics going on.…
See, the headline says so. You can click it for the article. Hedge-fund veteran Paul Tudor Jones has joined the growing chorus of big hitters in the fixed-income world warning…
Gold Sector We covered HUI's status in yesterday afternoon's update. The sector usually ends corrections (it has been in one long, corrective consolidation since 2016) with a shakeout, and these…
The following is an excerpt from this week's edition of Notes From the Rabbit Hole, NFTRH 488. For NFTRH bonds are not just an asset class 'throw-in' but instead are…
A quick view of some signals the market is giving us during the expected relief rally. We used two premier Semi Equipment companies as a gauge in ratio to the…
Look, I am not trying to predict anything. The new buzz phrase I find myself clobbering NFTRH subscribers with lately (and not just with the bond market) is about not…
Reference this post from December 2016... Bonds: 90% of You Are Herding ...and this sentiment graphic (source: Sentimentrader w/ my markups) from that post and the bullish implication it carried:…
No. I am the one after all with all the red arrows on a chart I call the continuum, aren't I? My view is that the odds are that this…
What's this? The color I see in the market futures is not green? What is the meaning of this?!? Here are this morning's Bloomberg headlines... Broad Markets In sum these…