Below is the ‘Opening Notes’ segment excerpted from the February 21 edition of Notes From the Rabbit Hole, NFTRH 643. The point of this segment
Tag: deflation
Yield Curve Updated
With nominal long-term yields recovering as expected, the Yield Curve is joining in by resuming its inflationary steepener. Below is the big picture, which I
The Steepening Yield Curve
The yield curve steepening from August 2019 continues It’s just another yield curve post to be considered or ignored as you please. The steepener continues
The Yield Curve Continues to Steepen…
A steepening yield curve indicates that at best, Goldilocks is nowhere to be found There are all kinds of geniuses out there (usually with massively
Steepening Yield Curve Demands Your Attention
If the yield curve is steepening under inflationary pressure (as it is today) your attention is demanded as an investor because 2020 into 2021 is much different
2020: The Year the Latest Inflation Operation Began
I have little doubt this is going to fail as all other inflationary operations have done. It will either fail here in 2020 as a
Inflation or Liquidation?
Conventional and traditional market analysis talks about investing as if it is a logical or normal discipline; as if there is a right way or
Central Banks Don’t Understand “the Way the World Works”
Way back in 2004 (boy, how the years fly by) I wrote this article, one of first few I’d written. Deflation: A Manufacturer’s View I
Behold the Faces of Dogma
Well, Daniela is a relatively pretty face who’s gotten a new gig at Stansberry, simply doing what her new bosses tell her to do. But
Key Gold Ratios to Other Markets
Views of gold in relation to other markets and brief summaries thereof, with a focus on how it relates to the gold mining sector and
NFTRH; Forward Strategy for Stocks, Gold Sector
Inflation/Deflation Any strategy aside from stoically sitting with current positions and macro view (whatever an individual’s stance maybe) will depend on the inflation/deflation dynamic. More
NFTRH+; Targets Solidly Registered… Thoughts on What Now
Not only have gold and silver touched the target zones, they’ve smashed into and exceeded them. Gold hit 1974 (target: 1940) and silver hit 26.27
The Big Picture Continuum
The Continuum (monthly 30yr yield with the 100 month EMA ‘limiter’) simply states that the economy was weakening, as were inflation expectations, before 2020. In
Silver/Gold Ratio Hits Target; About Those Inflation Indicators
The NFTRH plan is and has been that the gold mining sector, due to the fundamentals implied by the handy graphic below, could eventually lead