NFTRH 707, out now
The screenshot is maybe being a little modest but really, there was not much to add as the markets are doing pretty much as expected with regard to sentiment and…
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May 29, 2022
A dis-inflationary whiff and its likely path
As inflation signals cool, various markets get relief Whether a bounce or something more extended, a bear market rally was bound to get off the ground sooner or later. It…
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May 27, 2022
NFTRH 706, out now
It's been a productive day. I finished another quality market report and I ripped up some carpeting as a little indiscriminately urinating cat marked his territory once too often. All…
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May 22, 2022
NFTRH 705, out now
Just doing the work and moving forward. NFTRH 705, out now. For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth…
May 15, 2022
US & Global stocks, bonds, USD, precious metals & commodities
A general update of a macro in transition Detailed work, which got us to this point intact, if a little frustrated*, is done in NFTRH reports and updates. But it's…
May 13, 2022
NFTRH 704, out now
It's a bear market in stocks. Captain Obvious speaks. But there are potentials within that. Potential for a dispiriting crash, potential for a confounding rally and potential for a moderate…
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May 8, 2022
Gold vs. Cyclical Asset Markets
Gold vs. risk 'on', cyclical items For you sports fans keeping track at home, here is the current view of gold vs. the (much) more cyclical stuff using GLD and…
May 2, 2022
NFTRH 703, out now
Aye aye aye, it's good to be back at my work station. But its nice out and I need some exercise, so here's the screenshot to hint at NFTRH 703's…
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May 1, 2022
Copper/Gold ratio continues to be macro unfriendly
Cu/Au bent but not quite broken Wallowing below the moving averages, the Copper/Gold ratio is vulnerable. It's a vulnerability that has been in play before to no damaging effect to…
April 29, 2022
As the Continuum leads commodities upward…
As long-term Treasury yields lead the inflation trades... Let's remember that the Yield Curve is once again steepening and a new steepener can be inflationary (likely von Mises crack-up style),…
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April 18, 2022
NFTRH 702, out now
The screenshot tells some of what's in the report but fails to mention the heaping helping of precious metals and commodity/resource stocks also included. NFTRH 702, doing its job of…
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April 17, 2022
NFTRH 701, out now
Look into the eyes of the hawk. Think about how the hawk has dragged its talons all along the way to inflationary overload. Now the hawk speaks after the indicators…
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April 10, 2022
NFTRH+; status of gold ratios
Here is the updated picture of the macro we want to see engage for a clear bullish macro-fundamental view of the gold mining sector. Gold/SPX is constructive to have bottomed…
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April 6, 2022
NFTRH 700, out now
700... hmm... For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market report, detailed market updates and NFTRH+ dynamic…
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April 3, 2022