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 all major markets, subscribe to…
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 early on) and the problem…
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. So thank you. Now offering…
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 up by PayPal, enjoy 2…
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 shootin' match. I have a…
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 look at some day trader…
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 (updated here). Nearly 3 months…
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 indeed are maintaining the…
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 includes an in-depth weekly market…
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. There are two potential outcomes…
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 the spring. We were, it…
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 Don (AKA the S&P 500)…
#668 is shorter than normal, but this is the new normal where I will stop routinely over-working only to antagonize some people. I'll make sure I get to what's important…
NFTRH 666(6) took a focused look at Semiconductors, updated/added more details to the gold stock view (adding new weekly miner/royalty charts), did a full Commodities segment and updated the current…