A Path Toward Inflation
Yes, it's another inflation post going up even as inflation expectations are in the dumper and casino patrons just cannot get enough of Treasury and Government bonds yielding 0%, near…
Yes, it's another inflation post going up even as inflation expectations are in the dumper and casino patrons just cannot get enough of Treasury and Government bonds yielding 0%, near…
Actually, it went out several hours ago but I'm just getting to the promo now. Sentiment is setting up for stocks and against safe havens, which means on a contrarian…
From NFTRH 400 last weekend... "Gold vs. Stock Markets continues to look good across the board. I realize that BREXIT is on the way and there are those proclaiming how…
With no commentary, as the theme should be obvious. Although I’ll note it is not a pro-gold bug post (they’re doing enough chest thumping on their own), it is a ‘pro-preferred big picture theme, but perhaps pushing an inflation play out further’ post.
Gold (GLD) vs. SPY

GLD vs. USO
This week has been a gamble. If you’re a stock bull you lose, if you’re a gold bull, you win. This morning’s reaction to Britain’s exit from the EU is pure casino stuff, practically speaking as an investor in the very short-term.
From Tuesday’s update (with an updated chart of the VIX)…
A brief technical look at the precious metals sector using daily charts…
GDX remains in a series of higher highs and higher lows, consolidating in a flag down toward the 50 day averages. There is some negative divergence in the MACD and RSI.
I am prompted to write this article because TA's are starting to pick up on the Semiconductor index's bullishness and even the overwhelmingly bearish website, the Daily Reckoning is calling…
Isn't it funny how USD, Gold, Silver and the miners all gapped up and reversed together today? It's now up to the Silver-Gold ratio to indicate whether or not the…
There are crosscurrents in the futures this morning. The US dollar is up, commodities and stocks are down and gold and silver are making new highs and attempting new highs,…
The gold sector's fundamental backdrop improved with gold vs. stock markets holding up trend parameters. But the majority may see dollar weakness as a key to the sector's fundamentals. These…
Silver (SLV) is breaking through resistance. Gold (GLD) is as well. Gold-Silver ratio and USD (UUP) are going in different directions today. This will not last. HUI led the Silver-Gold…
It must be a gold bull market because... Gold analysts (code for gold obsessives; analysts cover asset markets, including gold), who for years pumped people to be bullish despite an…
I want to preface by repeating that we are all different investors and traders with different means, methods and objectives. NFTRH is not a service that tries to instruct about what is best for others because I do not know the detailed situations of others. So the mode is to interpret the markets as best as possible from a fundamental and technical view, and also show what I, a lowly individual market participant, am doing with my own funds per my own unique situation.
[edit] Please see a new post with more perspective on a would-be 'inflation trade' and its limitations. The following excerpt is the opening segment from this week's edition of Notes…