[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 ratios and easing Treasury yields…
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 significant change so we are…
[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 of the night and my…
This snippet from NFTRH 467 is an extension of the Bonds & Related Indicators segment that delivered some messages to me that I feel I have got to take seriously…
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 talk, which appeared periodically through…
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 usual brief message and riffed…
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 noted in the post, "the…
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 long. This is the kind…
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 is the version from my…
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 report on the whole,…
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 curve) would signal changes in…
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 and what is the reaction. …
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 of making your head spin. …
“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. And contrary wise, what is,…