CRB index: almost too perfect
The CRB index tentatively turned down where it should have I am short commodities (DBC) as my only current short position. Hence, I have an interest in this oh so…
2 Comments
October 12, 2022
.75% rate hike probability rises with commodity bounce, inflation indicators go the other way
FOMC, inflation, commodities & gold Even as inflation expectations roll over from the 2022 high... ...the CRB index continues to bounce. Here's DBC for an up to the minute view.…
October 6, 2022
NFTRH+; Bear flag
I went to my small trading account and was surprised to see it green today despite my short against DBC. TSLA is getting hammered on reduced sales projections. That leaves…
Comments Off on NFTRH+; Bear flag
October 3, 2022
Oncoming gold stock bull
As the proper macro fundamentals for gold mining grind into place... The real price of gold, as represented on the chart below by gold in relation to commodities, is constructive…
September 30, 2022
NFTRH 724
WIN "Whip inflation now"... That was the saying in the 1970s. Paul Volcker's Fed then locked itself in a death struggle with inflation by raising interest rates as high as…
September 25, 2022
Gold miners watch the “last inflated man standing” start to fail
As we step toward a counter-cyclical macro, the fundamentals will finally improve for gold mining From a June 19th interview I did with with Jordan Roy Byrne with respect to…
September 23, 2022
The ‘Continuum’ and its fellow travelers
Commodities and inflation expectations have/had been rising right along with the long bond's yield But some of the 30 year Treasury yield's fellows are dropping off, just as the hawking…
Comments Off on The ‘Continuum’ and its fellow travelers
September 22, 2022
Commodity tracker dunks below the SMA 200
Commodities are starting to crack Disclaimer: commodities are notorious for rotation, as if the hedgies, quants and black boxes are playing Whack-a-Mole, roving the landscape rotating to the next play…
Comments Off on Commodity tracker dunks below the SMA 200
September 7, 2022
NFTRH 721
It's time for another online edition so that I can more comfortably streamline, talk a little more casually and get more done sooner on a holiday weekend. Daily market viewing…
September 4, 2022
NFTRH 720, out… yesterday
I completely spazzed on putting up the promo post yesterday. So this morning I'll announce that NFTRH 720 got down to brass tacks and updated the current market situation as…
August 29, 2022
Inflation Trade Echo
Commodities get a second wind As illustrated in an earlier post, commodities and inflation trades in general are getting relief right in line with recovering indicators like the Copper/Gold ratio.…
August 24, 2022
- Go to the previous page
- 1
- …
- 15
- 16
- 17
- 18
- 19
- 20
- 21
- …
- 41
- Go to the next page