Over the years we’ve made a pretty big deal about how the herds get put off sides in bonds prior to macro cycle changes. The
Tag: deflation
You Have to Invite the Vampire Into Your House
A vampire needs to be invited in order to enter your house. So the story goes. But in this case, we are talking about the
The Inflated Sub is Losing Pressure
The charts are super interesting to look at. How quickly things turn, as if on a dime. 2018 featured a break above the Continuum’s limiter
Goldilocks Now, But She’ll Be Vanquished
Just one look at the daily chart of SPX tells us – in hindsight – that this may have all been about gap acquisition. I
Inflation, Deflation or Goldilocks? Bond Market Makes No Decision Yet
Just a post to touch base with the most important market on earth, the US bond market which, along with a lot of other indicators
Time for a Turn?
This is the opening segment from this week’s edition of Notes From the Rabbit Hole, NFTRH 544. This segment is usually written before I’ve done
The Men Who Stare at Charts: Decades of Disinflation & 7 Years Post-Op Twist
I was going to look around to see if I could find a media article out there (complete with a TA trying to sound really
NFTRH; Update to the Update
The update about the Baltic Dry index (BDI) brought about a couple of responses from learned subscribers. Subscriber A noted that a lot of shipping
“It’s Inflation All the Way, Baby!”
The title’s quote is from my late friend Jonathan Auerbach, who was the founding/managing partner of Auerbach Grayson in NYC, a brokerage specializing in global
Crack Up Boom?
A chart by Callum Thomas showing projected credit growth based on easing credit standards is in line with a boom, and an inflationary one at
Inflation Trade, in Progress Since Gold Kicked it Off in Q1 2016
I am sure you remember the lead up to Q1 2016. The US economy and stock market were transitioning from a Goldilocks environment and narrowly
Inflation, With a Shelf Life
The following is excerpted from NFTRH 496‘s US & Global Market Indicators & Internals segment. It took on a life of its own, considering what
Bonds, Inflation & Amigos
The Bonds segment of NFTRH 491 took a turn to tin foil territory to allow the letter writer to expose newer subscribers to his ideological
NFTRH; Multi-Market Update
Gold Sector We covered HUI’s status in yesterday afternoon’s update. The sector usually ends corrections (it has been in one long, corrective consolidation since 2016)