Observations in US pre-market Yields are bumping up again, putting further strain on bonds as would-be indications of easing inflation fears. The 10yr note has taken out its December low…
#745's Commodities segment, discussing inflation and the materials of inflation Excerpted from the February 19th edition of Notes From the Rabbit Hole (#745) Inflation & Commodities The news is full…
Gold ratios to cyclical assets have weakened during an interim Goldilocks phase It's just the way it is at the moment as gold's ratios to cyclical assets show an at…
Admin Welcome to the new version of the website. While there are probably some tweaks yet to be made, the nuts and bolts of it are as I'd like. Specifically,…
Has the Baltic Dry Index (BDI) lost its 6 year correlation to commodities and inflation expectations? It would appear so, the Baltic Dry Index (weekly, linear scale chart) is in…
The gold price is getting hammered, but its ratios generally are not... And that means something. Using the associated ETFs... Gold price adjusted by the silver price: not hammered. Gold/Silver…
Admin Notes I am still getting used to the modern Wordpress post editor I've forced myself to start using. So if you can bear with any glitches, learning curves and/or…
NFTRH 741 [edit] Regarding the 30yr yield continuum below, a subscriber inquired about how I interpret the yield and its future direction. I answered thusly... I wish I could be…
A good one, that #740. Helpful to its writer and to boot, it's got stock charts! NFTRH 740, out now...
Copper and Gold miners are leading the Q4-Q1 rally in broad asset markets Back in October we began to plan the prospect of a relief rally that would be fueled…
It's the Q4-Q1 relief play, baby It's getting easier and easier now to be bullish, but that is the product of FOMO* in the herds. Hence, today was my last…
It's back to a normal PDF format this week and NFTRH 739 digs into the particulars of the Q4-Q1 rally theme and also examines its leadership, including and especially the…