NFTRH 647, Out Now
It's a solid report covering what needs to be covered, especially now that the thing that was so disbelieved a year ago is now so universally believed. You've got to…
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March 21, 2021
The State of the Macro
It's the Bond Market, Stupid As our Continuum chart predicted over a year ago, Jerome Powell was called to his higher inflationary powers when the macro markets liquidated with great…
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March 19, 2021
Yield Curve Steepening Continues
The 10yr/2yr Yield Curve continues to steepen This will probably amp up the prospects of some kind of Yield Curve control (YCC) by our trusty centralized monetary politburo. Here is…
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March 18, 2021
“It’s inflation all the way, baby!”
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 was primarily to illustrate how…
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February 27, 2021
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 never get tired of looking…
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February 2, 2021
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 apace. The Goldilocks boom is…
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January 21, 2021
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 followed Twitter accounts) guiding us…
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January 7, 2021
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 than the long phase from…
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December 28, 2020
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 balls out good try by…
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November 11, 2020
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 wrong way to do it…
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October 27, 2020
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 was not the market nerd…
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October 22, 2020
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 the guy on the right…
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October 21, 2020
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 the inflationary macro to come.…
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September 18, 2020
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 to the point, inflation expectations…
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September 3, 2020
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