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…
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…
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…
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…
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…
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…
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…
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…
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…
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.…
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…
Not only have gold and silver touched the target zones, they've smashed into and exceeded them. Gold hit 1974 (target: 1940) and silver hit 26.27 (target: 24-26). Unfortunately, they did…
The Continuum (monthly 30yr yield with the 100 month EMA 'limiter') simply states that the economy was weakening, as were inflation expectations, before 2020. In early 2020 we got a…
The NFTRH plan is and has been that the gold mining sector, due to the fundamentals implied by the handy graphic below, could eventually lead a world full of inflatables…