Doctor Copper’s Bitter Medicine Today
So the Fed has stated its goal to inflate, but it does not happen in real time. There had to be a reason for the Fed to turn into a…
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March 22, 2019
Just Another Boring Post About the 2yr Yield
After yet another viewing of a widely followed Twitter muckraker calling out Jerome Powell with righteous sounding outrage and indignation (and getting the troops all riled up with likes and…
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February 6, 2019
The Fed Decides!
No, the 2 year yield decided. There is a guy blabbing on and on about "why do we have such a dovish Fed?" with such a good economy. These guys…
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January 30, 2019
Garth!
You partying? Wayne? You? Well, after expecting a bounce for an annoyingly long while the fledgling thing we had going before Mr. Powell's jawbone was finally rammed home today. A…
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November 28, 2018
Brinkmanship
A well thought out piece by Biiwii.com's newest author, Trey Reik. Brinkmanship This senior portfolio manager at Sprott obviously does not need me to inform his well presented analysis, but…
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October 22, 2018
The Fed Has Not Overshot
Donald Trump whines, throws tantrums and soils himself over the Fed's persistent (and correct) course of tightening on the Fed Funds rate (FFR). But this chart states that the Fed…
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October 15, 2018
A Fiscal/Monetary Mole Stew
See this Bloomberg article for a look at the ingredients in a policy stew that looks like it was scraped off the floor of Worst Cooks in America. Click the…
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April 26, 2018
Bond Market Views & Indicators for FOMC Week
Some messages from bonds this week, and mercifully no mention of the Amigos even though 2 of them are implied below. :-) 2s and 10s are accelerating the uptrend and…
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December 12, 2017
Intel, SOX and the Prospect of an Upside Acceleration, Blow Off
Sometimes I look at individual stocks and ask myself something like this, using Intel as the current example: 'how, if the market is going to go bearish [in Q4] can…
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October 4, 2017
FOMC T-Minus 1 Day; NFTRH’s One and Only FOMC Post
So these people are sitting around this table today. This is so important that the CME Group keeps a countdown going by which we can wait with baited breath. They…
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September 19, 2017
FOMC: Not Enough Inflation, Folks
Not enough inflation. That's what the Fed is saying yet again. FOMC Statement "Inflation has continued to run below the Committee's 2 percent longer-run objective, partly reflecting earlier declines in…
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September 21, 2016