Today's CPI inflation measure follows a PPI report showing that the enemy the public continues to obsess over is in the rear view mirror It was well over two years…
The macro setup for gold stocks is evolving into something that will surprise many after decades of poor fundamentals I don't make a habit of pumping the most frustrating stock…
Gold is misunderstood, but the misunderstanding extends to those critical of others for misunderstanding it In Wonderland what is, it wouldn't be. The subject of this post has been made…
Interview with Jordan Roy Byrne The interview took place a day before gold shot up to near our 2450 target, led by silver. The major themes still hold, but the…
Why are gold and commodities up and stocks under pressure as long-term interest rates rise? Because, this... The 10-2 yield curve is threatening to resume steepening. The uplift from the…
Notes From the Rabbit Hole, #795 Summary omitted this week as NFTRH 795 goes conversational on a weekend when an unexpected commitment popped up. "No Landing" (until after the election?)…
The new Yield Curve steepener has not yet un-inverted, but it's in progress and thus far mildly inflationary Reference Inflationary Yield Curve Steepening? from January 11. In my opinion, after…
Below is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 792 Bond Market, Gold, Yield Curve and the Changes to Come While it is…
After a gentle disinflationary easing (Goldilocks), the bond market is hinting at an inflationary steepening of the 10yr-2yr yield curve A yield curve can steepen under inflationary or deflationary pressure.…
The seasonal party continues but, danger is ahead The strategy of how to navigate what is ahead has been generally covered in NFTRH and with post-FOMC clarity, it is being…
The next leg of the gold stock bull market is in play amid confusion, misunderstanding and noise Please see edit at the bottom of the article. The next leg of…
An excerpt from this week's edition of Notes From the Rabbit Hole, NFTRH 785 on the state of the US stock market bubble as developed and sustained by another bubble…