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
Tag: deflation
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)
The Age-Old Question; Inflation or Deflation?
I try to have a lot of different ways of looking at the macro backdrop because if enough of them imply the same thing then
Day 1, 2018 is on (Inflationary) Message
The inflationary theme for the first half of 2018 is getting off to a good start. Well, it has actually been going for a while
At the Junction of Risk ‘On’ and Risk ‘Off’
[edit] As I do the actual work of plowing through NFTRH 472 I am noting some non-bond related indicators in line with the fading Junk/Quality
The Big Macro Play Ahead
At NFTRH, we are about major macro turning points above all else. Of course, it is often years between these turning points or points of
“Great Rotation” Ahead; Will it Be Inflationary or Deflationary?
[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
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