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…
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,…
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…
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…
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…
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…
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…