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 on, but also your tin…
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July 10, 2016
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 excited, like a lab geek…
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July 5, 2016
NFTRH 402 Out Now
Last week this site got semi hysterical about inflation because a new signal came about in the relationship of silver to gold. This was added to 'push' inflation that we…
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July 3, 2016
Silver-Gold Ratio & TLT, Strange Bedfellows
Well, it is a fine pre-holiday Friday and I am hoping that what is going on now marks the start of a phase where I can stop trading so much and do my favorite thing, which is to make like Old Turkey, be right and sit tight.
The Silver-Gold ratio and its implication, inflation, barring an epic reversal of recent events, seem to indicate that will be the case.
SGR daily…
SGR weekly…
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July 1, 2016
A Path Toward Inflation
Yes, it's another inflation post going up even as inflation expectations are in the dumper and casino patrons just cannot get enough of Treasury and Government bonds yielding 0%, near…
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June 30, 2016
NFTRH; Silver-Gold Ratio
Folks, it may be the simplest update I’ve ever sent. The Silver-Gold ratio is one of our gauges of a would-be inflationary environment to come (beneficial to commodities and other assets as noted so often previously). Today the Silver-Gold ratio is making another move in the positive direction, with a big spike in relative volume by SLV/GLD.
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June 29, 2016
Is Inflation Dead?
Answer (as given by TIP/TLT): Yes, the Fed stands down; a world full of casino patrons gets hysterical about the impending deflationary collapse! Answer (as given the by the Silver-Gold…
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June 28, 2016
Inflation is Brewing…
As if I have not pounded the table on the theme enough already, I'll highlight Brad Zigler, who is on the same theme... Inflation's Been a Dud He echoes my…
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June 27, 2016
These Two Things Are Blowing Off
TLT (long-term T bonds) and TIP-TLT ('inflation expectations gauge) are blowing off. One to the up, the other to the down. When the blow out comes the reversals in the…
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June 27, 2016
NFTRH 400 Out Now
This week with the 400th edition we take a little stroll down memory lane, from NFTRH's humble beginnings on 9/28/08 to today. Below is our nice little story but what…
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June 19, 2016
Full Frontal ‘Inflation Trade’ Ahead?
[edit] Subsequent to this post the precious metals and US dollar have reversed their upside. This is not at all inconsistent with the article's premise of a coming inflationary phase,…
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June 16, 2016
‘Inflation Expectations’ Update
First off, you can review all of the CPI's details here, courtesy of Michael "the inflation guy" Ashton: Post-CPI Now back to the market indicators we have used to gauge…
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June 16, 2016
The Continuum Has Limited Inflation Trades for Decades
After an interaction with an NFTRH subscriber (the ones with whom I have corresponded are so smart it can be intimidating sometimes) who debates the view of a pervasively inflationary…
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June 5, 2016