Inflation Trade, in Progress Since Gold Kicked it Off in Q1 2016
I am sure you remember the lead up to Q1 2016. The US economy and stock market were transitioning from a Goldilocks environment and narrowly avoiding a bear market while…
I am sure you remember the lead up to Q1 2016. The US economy and stock market were transitioning from a Goldilocks environment and narrowly avoiding a bear market while…
As per recent analysis, the gold and silver CoT are constructive for a bounce/rally and so too are the Silver/Gold (SGR) and HUI/Gold (HGR) ratios. While SGR is constructive for…
I will be leaving today for a couple days on the road. I'll have my laptop but will not be market watching very closely. So I thought I'd post an…
Since early 2016 we have been carrying forward a theme illustrating that until the macro trends in place since 2011 change, the situation would be as is, stocks trending up…
Yields are up, bonds down again pre-US open, per Investing.com's graphic... This goes in line with inflationary signaling on the macro. Yesterday was an impulsive one for the 'inflation trade'…
Well yes, NFTRH 495 was that someone. A screenshot from the Wrap Up segment... With 2-10yr Treasury yields rising anew this week (as 30yr yields lag in similar fashion to…
Let's take a simple checkup on daily charts across several areas. Dow broke through the underside of a Symmetrical Triangle but until a lower low to the March 2 low…
Gold/Stock Market shot upward with the market disturbance and has been flagging back to the top of a short-term 'W' bottom. If renewed market disturbances are in the offing, the…
Let's do the admin housekeeping first. Folks, about the Trade Log... I may be talking to a tiny fraction of the base, but please remember that as someone with many…
As we approach the end of February I think some of these big picture charts are telling some interesting stories. Dow is testing its channel breakout, which actually looked like…
What's this? The color I see in the market futures is not green? What is the meaning of this?!? Here are this morning's Bloomberg headlines... Broad Markets In sum these…
Some monthly charts of interest in the commodity sector, including precious metals. CRB Index dwells below key resistance. A break of 200 would target around 250 in 2018. CRB/SPX Ratio…
On Monday we noted the levels that would signal the potential for more than a "blip" of a market pullback if indexes closed below them. The Dow closed below last…
Time once again for a review of the big picture, because... perspective. For example, in my mind I feel that training has been done to not expect a real whopper…