Hussman’s latest: Are we there yet?
John Hussman's July market comment Are We There Yet? I have not read ole' Doc Hussman in years but I've had him linked at this site for many years and…
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July 12, 2022
A pivotal juncture for gold, gold stocks
Another hot CPI fails to suppress gold With FOMC on tap with an upcoming .5% rate hike, gold got hammered and bounced back with a vengeance on 'CPI' Friday. The…
June 10, 2022
The Inflation Mutation
This is not your Grandpa's Inflation problem The Fed is starting to play catch-up with inflation signals from the bond market as evidenced by the Fed Funds Rate finally being…
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June 3, 2022
NFTRH 707, out now
The screenshot is maybe being a little modest but really, there was not much to add as the markets are doing pretty much as expected with regard to sentiment and…
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May 29, 2022
Gold vs. Inflation Expectations
I have a page with several chart based indicators for NFTRH subscribers to review any time they'd like in order to dovetail what they may see there with the ongoing…
May 25, 2022
Just another ‘bonds are diverging inflation hysteria’ post as they ready the goons
As they ready the FOMC minutes to be inflicted upon the markets... We note that anti-inflation Treasury bonds are still in bounce mode and hence, yields are still in pullback…
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May 25, 2022
Eggheads tardy in doing the right thing
FOMC finally to get a bit more serious about its hawkish stance After delaying and probably hoping against hope it would not have to do this, the Fed has to…
May 2, 2022
NFTRH; the way I see it
Of course, this is just one lowly participant viewing the market and the media/policy circus surrounding it. But Brainard did not just happen to pop out yesterday to explicitly state…
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April 6, 2022
Lael (big) Brainard jawbones the market
Lael Brainard jawbones amped up rate hikes I was doing something non-market for a while, came back and saw my holdings having taken a bit of a haircut since last…
April 5, 2022
![Read more about the article Fed not hawkish; hellflation or liquidation ahead [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2020/01/indicators2.png?fit=256%2C256&quality=80&ssl=1)
Fed not hawkish; hellflation or liquidation ahead [w/ edit]
Is the Fed trying to blow another, more covert asset bubble? [edit] With a note that another, less viable option is possible as well. That would be a 'just right'…
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March 17, 2022
NFTRH 693, out now
The front page screenshot does not tell us much about the report's contents because I was spent from thinking about details all weekend. But it does have some very helpful…
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February 13, 2022
![Read more about the article Fed Jawbones mean business [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2022/02/jawbone.png?fit=512%2C364&quality=80&ssl=1)
Fed Jawbones mean business [w/ edit]
3 month T-bill yield is demanding the Fed raise the Funds rate And the Fed is listening. [edit] After this post was published another Hawkish jawbone came in the form…
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February 10, 2022
Jawbones on parade
As the market rises, Fed jawbones emerge on cue But it's more than just stocks, check out the 2yr yield below. That's the real driver. You see, into the last…
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February 9, 2022
SPX, CRB & Gold performance after 1st Fed hike
Stocks, commodities and gold after the Fed raises the Funds Rate The S&P 500 has been positive upon the first hike of the Fed Funds rate on the last two…
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January 26, 2022
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