The chart of SPX and gold shows that volatility was hard-wired into a macro market situation that had been relatively normal prior to August, 1971 I love looking at pictures.…
"Stagflation or Deflation?"; one will come first As the Fed's Michael Barr notes, tariffs will put upward pressure on prices of items subject to said tariffs. You can tap the…
Tariffs and the global trade war could flip the macro inflationary (stagflationary) sooner than expected "It's complicated." An answer that may be given by people when asked about their relationship,…
As Inflation Bugs sell indiscriminately, the gold mining Macrocosm (of proper macro-fundamentals) is engaged A man sits in the White house. A different kind of man. A man who does…
The February CPI Inflation Rate continues the disinflationary trend, but... There always seems to be a "but", doesn't there? You can click the MSM's graphic to read the details about…
NFTRH 849 An abbreviated edition of NFTRH this week Economy If this is indicative of the near future, which it logically is, then the "Government Hiring" leg should be kicked…
Gold Ratios are indicating our projected countercycle is slowly coming to be and that is to the benefit of the gold mining industry Gold ratios such as those to Oil/Energy…
NFTRH 842 Stock Markets [edit to the below] Well, best laid plans and all... several indicators were indeed included as the nerd just could not restrain himself. Once again we…
20+ year Treasury bond fund TLT is making a potential whipsaw shakeout move back above the 200 day moving average. This in the wake of a weak GDP report. Depending…
Our script was "to or through the election" for the broad bull, with a Goldilocks (disinflationary) flavor to it indicated by a counter-trend pullback in bond yields. In an NFTRH+…
"Don't Fight the Fed" is a bromide you might want to ignore on this cycle This article is inspired by a headline I saw in the media while checking out…
Many gold stock traders will hold for the wrong reasons, sell for the wrong reasons, and not buy back for the right reasons It is one of the most interesting…
Gold's standing relative to cyclical markets continues to improve, thus, so does the macro backdrop for gold mining equities Without digging up too much theory and analysis from the past,…
The 10yr-2yr Yield Curve is poised to un-invert under disinflationary, possibly coming deflationary pressure We know the story. A disgusting virus spread across the world... ...terrorizing society into social and…