In this post we set aside any personal thoughts about Trump and simply take him at his own words. If you believe I am wrong and decide to write me…
In for a Penny, in for a Pound I guess and so with this morning's post opening the flood gates I will state my views and tell you that if…
This is the opening segment from this week's edition of Notes From the Rabbit Hole, NFTRH 544. This segment is usually written before I've done the weekend work, which is…
While the 30-5 year yield curve does this, implying some inflationary issues... The more commonly watched 10-2 year does this, implying ongoing Goldilocks... While the nominal 2 year yield does…
Where once we dubbed him "Jerome 'Dead Eye' Powell" we now, well... you know. I gave some crap to the Twitter rabble rousers who fever pitched the bearish mobs about…
Over at Biiwii Steve Saville makes the case to clearly refute the Twitter mob instigators riling 'em up against the Fed's dovish rollover. What the Fed is Doing: Perception vs. Reality…
If there are any bears with enthusiasm left out there they may want to be watching the point from which SPX reached and reversed (a bit) today. The extreme target…
Here's why. Much as I combated tooth and nail the BOND BEAR MARKET!!! b/s that got everyone off sides (risk 'off' bonds were contrarian bullish amid the hype) into the…
Like me or hate me, I think what I think and in this business that is part of my product (unlike, say, an office worker toiling away as a good…
It's our old friend the 2 year yield and its relationship to the S&P 500. The last time we checked in with this chart we noted that there was not…
A 'wild card' segment has been added to NFTRH reports because I wanted the freedom to go out of bounds in any direction, beyond our usual areas of disciplined coverage.…
Trump's tweet on Christmas Eve as the market continued to crater. Dear Donald, They have a perfectly good feel for the market, as they are merely balancing the scales of…
One of the most disturbing scenes in the series Breaking Bad was when Todd shoots and kills a boy on a dirt bike after he witnessed Heisenberg, Jesse and Todd…
Below are the Opening Notes and Bond Market segments from last Sunday's edition of Notes From the Rabbit Hole, NFTRH 530. Jerome Powell was actually more firm than I expected.…