Correction on SOMA
Because every once in a while wise guys writing about the markets are going to have a brain glitch and be flat out wrong on something at some point; and…
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June 1, 2018
About Those Bond Yields
It was just a little over a week ago (May 20) that NFTRH 500 presented a case for caution on the rising bond yields tout that was vigorously in play…
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May 29, 2018
Gold, US Stocks and Bonds
I'll try to keep things simple with this recap of the 3 of the 5 major food groups (leaving aside commodities and currencies) for investors. No confusing you today with…
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May 25, 2018
More Inflation Signaling From TIPS Ratios
Just a quick note that the laggard 'inflation expectations' gauge... ...is starting to follow the leader 'inflation expectations' gauge upward. Subscribe to NFTRH Premium for an in-depth weekly market report,…
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April 19, 2018
Did Someone Say ‘Inflation Trade’?
Well yes, NFTRH 495 was that someone. A screenshot from the Wrap Up segment... With 2-10yr Treasury yields rising anew this week (as 30yr yields lag in similar fashion to…
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April 18, 2018
30yr Yield and S&P 500
A stroll through time with TYX & SPX. A great bull market in stocks began in the early 1980s after yields topped out and began to decline from very lofty…
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April 9, 2018
Experts as Contrary Indicators (Bonds Edition)
I want to begin this post by again noting publicly that feel like I clowned myself yesterday in my own trading and in my lack of attention to the market…
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March 28, 2018
“Slaves to Government Paper” & Gold and Silver Supply/Demand Funda
Yes, it is Keith Weiner again, slightly blowing my mind with the way he looks into central banking, debt, the US dollar and gold and silver. Reading a gold analyst…
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March 26, 2018
Bonds, Inflation & Amigos
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…
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March 18, 2018
No Longer a Bond Holder, But There Remains a Lesson Here
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…
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March 15, 2018
NFTRH; US Stocks, Treasury Bonds & Precious Metals
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…
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March 13, 2018
Bonds and Related Indicators; From NFTRH 490
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…
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March 12, 2018
Inflation, Deflation and Bonds/Yields
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…
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March 12, 2018
Thank You T Rowe Price Guy!
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.…
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March 1, 2018
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