Market Management 101: Balance

I cannot profess to tell others how to effectively manage their accounts because I am a lowly participant who is learning all the time. The truth is that 2019's learning…

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NFTRH Interim Report

Opening Notes As advised on Sunday this week's report will be abbreviated due to travel plans and we'll be back to our regular programming next week with NFTRH 566. I…

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The Yield Curve’s Steepener is Cooked, for Now

The 10yr/2yr spread is making a lower low, that breaks the steepening trend of 2019 and the signal would normally be thought to be Goldilocks; where inflationists get killed, gold/silver…

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“Yield Curve Control”?

"There is nothing wrong with your television set [market signaling]. Do not attempt to adjust the picture [ratios, indicators, free market inputs]. We are controlling transmission [of the signals you…

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It’s Fed Hype Week

A couple tough days for the market and the headlines are reinforcing the negativity. A single (and positive) payrolls report has instigated some market noise with the theme being a…

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Don’t Expect a Rate Cut This Week

Anything is possible, but it is not probable that the Fed is going to serve up a rate cut this week with the president's harangues and all that media hype…

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Making America Mediocre Again?

I wrote this one page article for the Opening Notes segment of this week's Notes From the Rabbit Hole. At the end of the post is a really interesting interview…

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