Just moving along with the pre-Stag inflationary macro, noting opportunities and cautions alike… NFTRH 677, out now. For “best of breed” top down analysis of
Stagflation, Coal style My definition of Stagflation is ‘inflation that works to impair the economy’ (as opposed to appearing as a benefit as it does
Very helpful, Mr. 676. Very helpful indeed. I wrote you, but I did not necessarily have full clarity of what you taught me this week.
Screenshot, tell the nice people what you will… Now offering a 2 week free trial to the NFTRH Premium service with no obligation whatsoever. Sign
While including some personal editorial comments about gold and the precious metals sector #674 does all the real work with respect to the whole macro
With the understanding that the precious metals are still trending down by daily charts and the broader markets are still trending up, here’s a dialed-in
TSX-V/TSX ratio continues to negatively diverge the reflation trades Back on June 21 we compared inflation expectations with the fading CDNX/TSX Ratio using this chart
A picture of various reflation-sensitive markets vs. SPY/SPX The picture says that equity-centric reflation markets are struggling to regain uptrends relative to the broad SPY/SPX,
And now my labor is done (for a day)… For “best of breed” top down analysis of all major markets, subscribe to NFTRH Premium, which
NFTRH 670 was uploaded for subscribers earlier today. It’s on point with the caveat being that I do not yet know what the point is.
Through hard and thorough work we are right with the macro. Nobody that I know of was talking about a summer cool down back in
First they came for the gold stocks… Then they came for resource rich, emerging economies… Then they came for commodities… What’s next? Will the Teflon