Why this is the time to invest in precious metals Not your mother's inflation Personally, I am more interested in the mechanics of inflation and the compelling charts in this…
Cyclical markets in relation to gold indicate reflation is still on, but... The most inflation sensitive markets are still trouncing gold, while certain stock markets are flipping suspect and the…
NFTRH 665 is good. There's my promo. I'm beat. For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market…
Pretty please with sugar on top, let the markets correct Because this week I did the very thing that exposes my dark side by shorting leveraged mid-caps (MIDU) and this…
NFTRH 663 is loaded with valuable information for this very moment in time because we are at a macro decision point and only work done from the top down will…
While the interest rate backdrop swings favorable, other gold indicators are not yet While real yields are negative (positive for gold) and credit spreads are weakening (positive for gold) the…
Screenshot, inform the nice people of what can be expected in NFTRH 662.
Let's take a look at the headline industrial metal, copper. After a fake below the most recent bull flag/correction channel it has popped back into the flag. Key resistance to…
Here, let Paul Tudor Jones speak for himself (on inflation, commodities and the Fed)... For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which…
And with that is off to get some sun and exercise. For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth…
Ratios of risk 'on' and pro-cyclical assets to gold are important for our macro view. Let's take a look at some of the hot plays that are consolidating and/or turning…
It's abbreviated for the holiday weekend, but it's on the main points, keeping things relatively breezy but focused. NFTRH 657, out now... For "best of breed" top down analysis of…
To maintain the inflation, a cooling of inflation was needed That is one of those Alice in Wonderland-like statements, like the one I've got tattooed on my left forearm: "Contrary-wise,…
Blah blah blah. And furthermore, blah blah. No seriously, it's a lot more than blah blah and its out now. For "best of breed" top down analysis of all major…