Trump 2.0, Powell and the Bond Market (NFTRH 866 excerpt)
Excerpted from the June 8th edition of Notes From the Rabbit Hole (#866): He’s at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater…
Excerpted from the June 8th edition of Notes From the Rabbit Hole (#866): He’s at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater…
NFTRH 866 He's at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater (of the absurd), the odds are near zero that the Fed…
Jordan Roy Byrne was nice enough to have me on once again to talk, and talk, and... well, you know... about the precious metals and the macro situation Thank you…
NFTRH 857 Making America America Again After selling our house last year, we moved back to the immediate suburbs of Boston. Waltham, to be specific. Back to the city I…
NFTRH 856 Precious Metals Let's start with the only sector that has been worth its salt (and its gold) lately. As a starter, on Friday we had an extensive NFTRH+…
Amid Trump's latest tariff threats, long-term Treasury yields are bouncing Donald Trump apparently thinks that Smoot Hawley and the Great Depression were good ideas. A real history buff, I guess.…
NFTRH 849 An abbreviated edition of NFTRH this week Economy If this is indicative of the near future, which it logically is, then the "Government Hiring" leg should be kicked…
Excerpted from the January 26 edition of Notes From the Rabbit Hole, NFTRH 846 NFTRH 846 went much further off the normal path than this excerpt, as its writer was…
NFTRH 846 Summary US Stock Market: With the takeout of the left shoulder on SPX and the bull flag breakout on NDX, we are a plan for new highs and…
NFTRH 844 Summary US Stock Market: Small topping pattern in SPX. If it plays out it only projects to a healthy test of the uptrending 200 day moving average. However,…
NFTRH 843 Summary US Stock Market: Weakness of late, during Santa silly season. But trends are up and the positive seasonal runs into February on average. I don't want to…
Interview with the Daily Gold's Jordan on macro indicators, stocks and precious metals Okay well, the beard is not working for me now that I see it objectively in a…
NFTRH 842 Stock Markets [edit to the below] Well, best laid plans and all... several indicators were indeed included as the nerd just could not restrain himself. Once again we…
Long-term Treasury yields are breaking out from a bull flag Back on December 15th, NFTRH 840 had this to day about the 30-year Treasury yield "Continuum": The 30yr Treasury yield…