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NFTRH 682 excerpt; COVID-19, 4th Wave

Before this week’s COVID mutant headlines served well to take more enthusiasm out of a frothy market that we have been noting to be at longer-term ‘structural’ (as opposed to varying short-term) sentiment risk, we took a look at COVID-19 from a different perspective. NFTRH 682 discussed the contrary deflationary or dis-inflationary view that could re-set the Fed from its current hawkish pretense. #682 also … Continue reading NFTRH 682 excerpt; COVID-19, 4th Wave

Here comes the news cycle: COVID-Variant style

COVID Variant news on Black Friday Complete with the obligatory picture of a dazed, confused and bemused trader above the media are serving a post-Thanksgiving side dish of COVID Variant; a nasty mutant apparently originating from a single patient in South Africa who incubated (hosted) the thing until it could ‘evolve’. Dow futures drop more than 700 points on fears of new Covid variant found … Continue reading Here comes the news cycle: COVID-Variant style

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Pandemic: Pay Me Now or Pay Me Later

In imposing societal/economic lock downs 1 and now 2, some damage being done is highly visible. For example, overrun hospital capacity and ICU beds on the latest COVID-19 spike. Also visible is the divisive and rancorous split in American society right down party lines. This creep with the red stalks coming out of his head is instigating much of it. But there is invisible damage … Continue reading Pandemic: Pay Me Now or Pay Me Later

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Moderna 94.5% Efficacy? Why, Smash Gold & Silver!

Because after all, people bought gold because COVID-19 was lurking over the world’s shoulder with no pandemic relief in sight. Right? So after the knee jerking machines’ do their thing, maybe the precious metals will get back about finishing their correction in service to the real reason for people to want to hold them… in defense against what Federal Reserve and government officials are doing … Continue reading Moderna 94.5% Efficacy? Why, Smash Gold & Silver!

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Saville on the Big Differences ‘This Time’

Steve Saville has an interesting blog post about… The big differences this time The post centers around the COVID-19 pandemic vs. the well known Spanish Flu of 1918 and the less well known Asian Flu of 1958. Specifically, it focuses on monetary policy in the absence of a gold standard – under which those two pandemics took place – and the difference in policy response … Continue reading Saville on the Big Differences ‘This Time’

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I went to the supermarket yesterday…

I went to the supermarket yesterday and observed two notable things. First and of utmost importance, they had toilet paper! Unbelievably, the panicked wake of those idiot hoarders is finally clearing for we rational – not to mention more polite – humans. Was it really worth it guys? On that first day I bought exactly one small package of an off-brand (all that was left … Continue reading I went to the supermarket yesterday…

A helping hand…

It is difficult in the midst of panic and loss to think about others, but I know a lot of people are doing just that. I am too. There are so many people suffering or going to suffer hardship from this exogenous event that is turning into a massively economic event. The people who clean our houses, the people who wait on us at bars … Continue reading A helping hand…

I made a mistake… now I can’t undo it

First I went to a gold website and saw the bullish gold articles, highlighted by one of the 2 (former) Gold Bears (both having been flipped bullish again by the subsequent rising gold price) touting gold’s parabolic upside just before 2 o’clock Charlie showed up to reverse gold and the precious metals. The article noted a massive “complex inverse head and shoulders” * in gold … Continue reading I made a mistake… now I can’t undo it

NFTRH; Balance, Preparation & Opportunity Amid the Destruction

Well folks, Friday was the first tick down and if things had gone a certain way we’d have gotten a bounce today with which to take some more profits or short (for those who would short without major setups). I finally stopped letting COVID-19 bully me into into a bear view, instead deciding it was time for a bear phase of some magnitude despite the … Continue reading NFTRH; Balance, Preparation & Opportunity Amid the Destruction