The 2 year Treasury yield has ticked a higher high It's not what I was expecting, even after the booming January Payrolls report assured Hazel that she's got job security…
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…
30 year Treasury bond yield pulls back from 4.4% to 3.4% (on cue) I'd like to not so humbly note for public readers that long before the rising rates hysteria…
NFTRH 734 was just uploaded for subscribers. We were among the first to the Q4-Q1 party theme and now the herds have joined. There are short and long-term parameters and…
David Rosenberg on Deflation From an NFTRH subscriber: "Gary, You might want to watch David Rosenberg’s presentation. You guys have a lot in common wrt your market outlook and deflation…
NFTRH 732 is uploaded to the archive for subscribers. It does not break much new ground but it does reinforce and add clarity to our ongoing, and thus far on…
The 30 year Treasury bond yield (Continuum) is 100% on the NFTRH plan The plan was set in motion when first the the 30 year Treasury yield (TYX) took out…
Relief provided by an easing October CPI 'inflation' report the trigger It was bound to happen sooner or later. October finally showed an easing comp in what most people think…
As the Fed fights the last war (on inflation) the result is a rare thing; a bear market haven called cash, paying increasing income Safety Vehicles Gold: For long-term financial…
The little bout of positivity in the inflation markets is enough to get me questioning my short position in DBC. Here is a chart of RINF (inflation expectations), as posted…
"Post-bubble contraction" (PBC) as coined by Bob Hoye, may finally be at hand Bob Hoye has been talking about a coming post-bubble contraction (PBC) for many years, in my experience.…