NFTRH 768
Notes From the Rabbit Hole, #768 Summary US Stock Market: While late stage rotations appear to be in play Semi & big Tech leadership held and remained intact. Bullish is…
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July 30, 2023
Commodities and the 30 Year Treasury Yield
Commodities and the 30 year Treasury Yield 'Continuum' Commodities are usually well aligned with inflation signaling from the bond market (nominal yields, yield curves, inflation expectations, etc.). My current views…
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July 25, 2023
NFTRH+; History & Implications of the Continuum (important update as an add-on to NFTRH 766)
A subscriber asked for a chart of the 30yr Treasury yield showing longer history and that prompted this update. Interestingly, the Continuum of pleasantly declining long-term Treasury yields (bond bull…
July 17, 2023
After the Yield Curve inversion; bear market rally to end, precious metals to bottom
As the 10yr-2yr yield curve inversion plays out, the time is coming for a turn in fortunes Before proceeding, I'd like to remind you that this article is not written…
June 23, 2023
NFTRH 758
Notes From the Rabbit Hole, #758 Summary of NFTRH 758 and the macro situation leading up to it US stock market held the rally and continues with a Goldilocks theme…
May 21, 2023
Man talks… and talks… and talks some more… about gold and stuff
I talked with a nice gentleman named Tom yesterday. Here is the video. Hint: if you are looking to pass some time more quickly, just open your yap and don't…
May 12, 2023
Inflation bugs puking for the wrong reasons after April PPI report
The April PPI report continues the disinflationary theme The April PPI report came in to the disinflationary side, and as a side note unemployment claims jumped to the highest level…
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May 11, 2023
Dedollarisation?
Dedollarisation; the hip new buzz phrase may actually play out this time, for a while The multitude of analysts that have been waiting for the "death of the dollar" (DoD)…
May 9, 2023
Disinflation and inflation: License given
Disinflation and inflation over the last few decades show that disinflationary signaling and inflationary actions have worked together to increase prices, drop buying power Exhibit A: The Continuum of gently…
April 10, 2023
Inflation? I don’t think so… and neither do bonds
This inflation phase is done, so says the bond market It is as I've been saying for at least a half a year now; inflation is done. For this cycle…
April 5, 2023
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