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
2-year Treasury yield rises after Fed raises rates?
The 2 year Treasury yield inched up, then sagged The session ended with the 2 year Treasury yield up a teeny within the potential topping structure that we've been tracking…
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December 14, 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
Trey Reik on monetary policy & gold: A Call to Arms
Trey was an NFTRH subscriber back when he was a research analyst at Sprott, and has since gone on to form or at least become a major part of the…
November 14, 2022
NFTRH 730, out now
I do believe things are starting to take shape in Q4-Q1 time window. NFTRH 730 does the work to illustrate that and the next several reports will confirm, refine, alter…
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November 6, 2022
FOMC hot off the press…
Recent indicators point to modest growth in spending and production. Job gains have been robust in recent months, and the unemployment rate has remained low. Inflation remains elevated, reflecting supply…
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November 2, 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
.75% hike in the bag
FOMC will raise the funds rate by .75% on November 2 So says CME Group... And so says the bond market... ...as the Continuum spikes to and through our target…
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October 19, 2022
![Read more about the article Yield Curve: Peak Fed? [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2022/10/indicators.jpeg?fit=500%2C400&quality=89&ssl=1)
Yield Curve: Peak Fed? [w/ edit]
As per one of my favorite 'not taking the analysis too seriously' market memes... ...we note that global casino patrons are good and pissed, scared and downright apoplectic. Especially overseas…
October 18, 2022
NFTRH 727, out now
Back to the more formal and in my opinion, elegant format this week. This will be the default with online posted reports being secondary for more direct points to be…
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October 16, 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
CPI on message
CPI increases more than expected, but it's not forward-looking See Inflation increased 0.4% in September, more than expected despite rate hikes Well first of all guys, CPI is not inflation.…
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October 13, 2022
Fed minutes: what else is new?
Fed minutes show the hawking Fed fully feathered They can't be this dumb. So there has to be a reason why the Fed, despite myriad signs of economic and inflationary…
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October 12, 2022
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