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
Tag: deflation
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
“Liquidity Alarm”
Market liquidity is draining from different vantage points On Wednesday I made a post that showed the “metallic credit spread” (as coined by Bob Hoye)
It’s coming to ‘now or never’ for a near-term inflationary plan
The 30yr Treasury yield has made its right side shoulder Of course there is inflation. We see it everywhere; the Fed’s printed (funny) munny and
Signs of inflationary reflation running low on gas
The summer (inflation) cool down continues… We anticipated it in NFTRH well ahead of time using the (monthly 30yr yield) Continuum as a visual guide.
Could today’s down-to-up reversal in the 30yr Treasury yield have signaled the end of the summer cool down?
For a sign of the end of the summer cool down – and deflationary whiff (such as it is) – yields will need to reverse
NFTRH 664, out now
The screenshot of page 1 tells it all. Well, maybe not but it’s a cool picture. This week’s report drills in depth to the macro
How long before Goldilocks is banished?
Goldilocks today, stagflation or deflation tomorrow? I get to write a post like this with a level of authority simply because NFTRH and possibly this
One Macro reset, comin’ up
Macro markets quake as expected, bonds get a little crazy For months now we have been expecting the Continuum to make a roughly symmetrical right
30yr yield Continuum predicted Yellen’s inflationary jawbone
Yellen says inflation and interest rates are “too low” Straight from the Bizzaro World comes Treasury Secretary Janet Yellen, wooing inflation and the higher interest
Time for a Reminder About TMM (total market manip)
It’s all MMT (modern monetary theory) TMM (total market manipulation) A tweet by Fidelity’s Jurrien Timmer jogged me back into the reality that for the