NFTRH 736
NFTRH 736 Due to a holiday schedule (including a round trip to NYC and back this weekend) making demands of your letter writer, #736 and likely a few more reports…
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December 18, 2022
About that 30 year Treasury yield
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…
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December 7, 2022
NFTRH 734, out now
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…
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December 4, 2022
David Rosenberg on Deflation
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…
November 24, 2022
NFTRH 732, out now
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…
November 20, 2022
30yr Treasury yield ‘Continuum’ updated
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…
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November 16, 2022
Q4-Q1 plan engages
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…
November 10, 2022
The Fed is forced to pay you to stay safe
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…
October 20, 2022
NFTRH+; watch this indicator
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…
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October 20, 2022
“Post-bubble contraction”
"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.…
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October 14, 2022
NFTRH 724
WIN "Whip inflation now"... That was the saying in the 1970s. Paul Volcker's Fed then locked itself in a death struggle with inflation by raising interest rates as high as…
September 25, 2022
Gold miners watch the “last inflated man standing” start to fail
As we step toward a counter-cyclical macro, the fundamentals will finally improve for gold mining From a June 19th interview I did with with Jordan Roy Byrne with respect to…
September 23, 2022
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