[edit] This article ultimately leans toward the view that the reasons for a rising curve will be inflationary. But I woke up in the middle
Tag: deflation
The 30 Year Yield Continuum © & NFTRH 467 Out Now
This snippet from NFTRH 467 is an extension of the Bonds & Related Indicators segment that delivered some messages to me that I feel I
Bonds and Related Indicators
The June 18 edition of Notes From the Rabbit Hole has a few less stock charts this week in order to ramp up the macro
Currencies, and Some ‘Out There’ Thoughts on Inflation, Stocks, Gold and Miners
NFTRH’s ‘Currencies’ segment (one among a report filled with critical insight across all major market segments and many of the stocks therein) went off its
Gold-Silver Ratio 1.5 Weeks Later
On February 27 we had a post highlighting Keith Weiner’s positive fundamental view for gold and silver and his target for the gold-silver ratio. As
What’s With Inflation Signals?
Tell me, who is wrong on inflation, Commodities or Treasury bonds? They will not remain under pressure together, as they have been this week, for
Deflation: A Manufacturer’s View (2004)
I am posting this article written pre-NFTRH, in 2004 (but since destroyed on the server when I accidentally blew up Biiwii.com‘s database last year).* This
Macro & Market Indicators (NFTRH 419 Excerpt)
Here are some clips from NFTRH 419’s Macro & Market Indicators segment. There was a lot more information and interpretation in the original segment and
The Current Message of Yield Curves: Inflation or Deflation?
With the state of post-Op/Twist systemic dysfunction, there are no absolutes, but… Generally, a rising yield curve (after years of Goldilocks and her favored declining
Settle Down Dollar Bulls & Deflationists; It’s Just a Bounce So Far
We have expected the stock market to resume correcting as USD bounces with the Gold-Silver ratio, but we need to understand what is the trend
Indicator and Macro Geeks Only; a Visual Trip Down Memory Lane
Considering our recent focus on yields and yield curves, here’s one of those lunatic macro charts trying to say too much while achieving its goal
Wonderland
“If I had a world of my own, everything would be nonsense. Nothing would be what it is, because everything would be what it isn’t.
NFTRH 403 Out Now
I’ll skip the promo in favor of maybe releasing #403’s slightly weird opening segment later on. It’s time to not only have your thinking caps
Still Counter Cyclical
A point I tried to make here on the site at the end of last week and in the weekend report is that I got
