Decision point

As long-term yields decline... We have a headline this morning that is so in accordance with the times. Where just a few months ago the hysteria was toward inflation and…

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Doctor Copper continues to correct

The copper price remains below the SMA 50 and resistance Once the star of the inflationary global reflation trades, copper topped out 2 months ago and has made a more…

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Updating Copper’s pullback

The copper price looks for the SMA 200 Copper is losing its orderly flag/channel and if that holds true, it looks like the daily SMA 200 and a test of…

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NFTRH+; vs. Gold

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…

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Your Macro guide, the 30yr Treasury yield

30yr Treasury yield and markets/internals tied to it What markets and market internals are dependent upon an inflationary rise in long-term yields? Anyone? Beuller? For "best of breed" top down…

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Doctor Copper Re-Thinks Blue Sky

Copper is pulling back after its breakout to an all-time high First the disclaimer: I bought COPX & FQVLF after seeing them pull back to their daily chart pattern tops.…

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Copper Miners: Tested Pattern Top

Copper miners continue to bull On April 15 we had an NFTRH+ update (Correction is Ending in This Reflation Trade, now public) Last week I added both COPX and FQVLF…

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Doctor Copper & friends, warehouse levels

LME warehouse levels for various industrial metals Doctor Copper gets the attention, but the red metal is just one of a whole bunch of cyclical industrial metals subject to inflationary…

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