NFTRH 395 Out Now
41 pages to make a few simple points? Well yes, a few simple, yet critical points and a whole lot of other perspective and updating of the whole global financial…
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May 15, 2016
Post-FOMC; Uup is Down
Not only was there not a policy surprise – you know, in the face of recent commodity strength and those embedded services costs throughout the economy – but the Fed did not even talk tough, which I thought they might do. Maybe Yellen will wobble and speak out of both sides of her mouth at the press conference.
Here is the USD ETF flopping on the non-event.
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March 16, 2016
Still no ‘Inflation Trade’
Silver vs. Gold and Tip vs. TLT say "no inflation trade yet". Subscribe to NFTRH Premium for your 25-35 page weekly report, interim updates and NFTRH+ chart and trade ideas…
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February 4, 2016
NFTRH 380 Out Now
We have been on the bounce scenario and speaking as a bear on the intermediate trend, I say thank you Mr. Kuroda. Everything, including clear as day analysis on the…
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January 31, 2016
NFTRH+; TLT Revisited, TIP Reviewed
With reference to Michael Ashton's post at Biiwii... No Strategic Reason to Own Nominal Bonds Now Mike Ashton is also known as the "inflation guy" and for good reason, his…
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January 27, 2016
Consumer Prices: A Sticky Situation
We have noted anecdotally that there is a creeping inflation in the system. It does not show up in commodities, which are in a post-bubble (ah, the good old 'China…
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December 16, 2015
Deflation Phase to Expire When…
Copper has a long-standing target of 1.50/lb. That is the marker that would take the "copper is very bearish, technically" out of the equation. Might 30 bucks a barrel contain…
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November 23, 2015
NFTRH 363 Out Now
We have been successfully managing an 'in motion' market since the August festivities kicked off. It is October and Money Managers (NAAIM), Newsletter Writers (Investors Intelligence) are thoroughly spooked and…
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October 4, 2015
Leading and Other Indicators: Time to Hike?
According to the amalgamation of 'Leading Indicators' to the economy, it is time for a rate hike. Here is the graph of LI and Fed Funds, from Wisdom Tree's post…
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September 14, 2015
NFTRH 359 Out Now
20 pages, a little Tin Foil, a lot of historical facts and some logical deductions. NFTRH 359 out now.
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September 6, 2015
Market Update
What a week; and I am not talking just about the markets! I spent all day on jury duty yesterday and by the time they finally unshackled me I saw just how volatile things had been. I also saw that my ‘bounce’ gains had evaporated into the close.
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August 26, 2015
Copper Very Bearish & in Line With Our Thesis
NFTRH has been bearish on Doctor Copper for years due to the pattern and the bear flags it had a habit of making. Then last year when it broke the…
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August 1, 2015
Bulletin: It’s a Credit Bubble!
You may have caught the title's little inside joke. Sometimes you (well, I anyway) can look at a graph representing data that is a culmination of history (i.e. reality) and…
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July 14, 2015
Gold’s Ratio Signals
A brief snapshot of counter-cyclical gold's macro signals vs. other metals (and broad commodities) that are more positively correlated to economies, using weekly charts... Each week NFTRH updates many charts…
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June 17, 2015