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…
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…
NFTRH 751 Summary of NFTRH 751 and the Macro Situation Leading Up to It US Stock Market: Q1 Ends, Bear Market Rally (BMR) Intact We come to the end of…
If the decades old bubble in paper assets is ending, that's why gold! Various promotions along the way of the Continuum have distilled the case for gold down to handy…
The Silver/Gold ratio continues to flash positive, short-term (ref. NFTRH 750) The Silver/Gold ratio (SGR) is an indicator favoring inflation and cyclical markets when it is rising. Recall that it…
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…
Janet Yellen is sooth saying the markets about the bank sector meltdown going on. It is government, not the Fed that is applying the band aids, talking about bailouts and…
A deflationary yield curve steepener is hinted at but not yet activated How do we know that the recent spike is a would-be deflationary yield curve steepener? We know because…
The inflation trades are fading and gold is ascending to its rightful place in the disinflationary macro The favored NFTRH plan is working out well as we planned the Q4…
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…
The NFTRH view has been for a macro transition from inflation (past) to 'Goldilocks' (present) to deflation (later) Since projecting the Q4-Q1 broad market rally back in November, we have…
The 30 year Treasury bond yield 'Continuum' in its creator's words [edit] YouTube channel now operational. I'd love it if you'd care to subscribe. It's actually another test of sorts,…
The 30 year Treasury yield 'Continuum' is postured above 3.4% support and below 4% resistance The monthly chart of the 30 year Treasury bond yield is stacking candles below the…