A stroll through recent and not so recent inflationary history [edit] Some wording and a couple typos cleaned up from original post, no changes to
Tag: deflation
A look at inflationary dynamics through the lens of TSX-V/TSX
The ratio of two Canadian markets indicates cooling inflation One of the tools we use in NFTRH is the ratio of Canada’s speculative cow pastures
Yield Curve is not currently an inflationist’s friend
The yield curve is flattening I don’t cheer-lead a given view, but if I were to do that I’d be cheering for a yield curve
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
NFTRH 678, out now
#678 slims down just a bit but covers the relevant areas. And sure, we went macro again in order to help my own orientation, along
Inflation Trade, part 2
Part 2 appears to be taking off now after the summer cool down. But part 2 is not going to play out like part 1.
Trade/Invest macro ‘top down’; a guide
Below is an excerpt from an NFTRH report (#676, due out on 10.10) that has not even been written yet, outside of this opening segment
NFTRH 674, out now
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
When the tight economic rope slackens [w/ edit]
[edit] Upon completing the article I realized that no forward look at the economy and financial markets from an inflationary/deflationary point of view would be complete
The Inflation/Deflation debate wears on…
Our 30 year Treasury yield ‘Continuum’ chart indicates that deflation is the dominant trend, but… Steve Saville has written a post that got me thinking
NFTRH 669, out now
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
NFTRH; Market signals falling into place, short-term (w/ gold stock side note)
As you know, I have had a bit of a mental whipsaw between the right side shoulder of the (monthly) 30yr yield Continuum (one indicator