NFTRH 750

NFTRH 750 Executive Summary Now that I've settled in to the preferred presentation format (online, convertible to PDF, as opposed to creating using Pages/PDF documents) I want to go back…

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NFTRH 749

NFTRH 749 Gold Stocks Let's get right to the sector that is primary in our forward view of the macro change that is developing (as if on cue, I might…

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NFTRH+; important macro update

The 10yr-2yr yield curve is spiking impulsively and unlike the steepener into 2021 it ain't inflationary. We know that because nominal Treasury yields are dropping, not rising. If this continues…

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NFTRH 745

Inflation Redux? It is a valid question, given all the noise about inflation over the last couple of weeks. This was driven by the theoretically cost-pushing January payrolls report, CPI…

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NFTRH 738

NFTRH 738 Happy New Year? Financially speaking, if we can plan well enough before 2023 unfolds and then keep the analytical ship on coarse through the adjustments that are sure…

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