Gold

alice
NFTRH Interim Updates

NFTRH; Silver-Gold Ratio,’Inflation Trade’ Update and US Dollar

The thing that is not trustworthy if you are a deflationist or (anti-inflationist) is that the ‘inflation trade’ is getting kicked down by the ultimate jawbone, the FOMC minutes.  Often inflammatory events in markets have a short shelf life.  As such, the Silver-Gold ratio does not need to get hammered much lower, based on this event anyway.

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May 19, 2016
Inflation & Deflation

Pro-Inflation? Anti-USD?

This is the opening segment from the May 15 edition of Notes From the Rabbit Hole, NFTRH 395.  I am releasing it for public viewing because it seems, the title's…

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May 19, 2016
Precious Metals

Monetery Metals on Gold, Silver, USD and Confidence

Among a select group of writers (aside from myself) published at Biiwii is Keith Weiner of Monetary Metals.  This morning we have published the following... Gold Demand Falling He is…

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May 16, 2016
Market Indicators

Gold, Silver, Stock Market

I could write a long, detailed post trying to encompass global stock markets (generally bearish), commodities (bounce very mature) and bonds (mixed views, depending upon the flavor) but that is…

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May 13, 2016
Market Indicators

Gold-Silver Ratio

Just a public service reminder from your friends at NFTRH that a rising Gold-Silver ratio would go hand in hand with pressure on most asset markets.  So, you might want…

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May 12, 2016
Gold

Gold CoT Discussion

Excerpted from NFTRH 394's 20 page review of the precious metals sector, which included the following segments... Part 2: Gold Miner Weekly Charts (AEM, GG, HL, ABX, KLDX, NGD, NEM,…

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May 8, 2016
Gold

Gold CoT Report; Hard Lurch Negative but…

...it will only matter when it matters.  Playing it straight, the speculative interests (big net long increase this week) are right as they always are while the current trend is…

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May 6, 2016
alice
NFTRH Interim Updates

NFTRH; Gold Sector (Funda & Technical)

Referencing one of our main themes for the last half a year, the case for the gold sector is supported by the case for economic deceleration.  It is not supported by inflation, as in the recent bounce in inflation expectations as the US dollar declined.

The gold sector often rises with inflation expectations as silver out performs gold and so do commodities.  But the gold sector’s fundamentals are fed by counter-cyclical activity and today’s payrolls report was right in line with that.  In the ‘pullback’ update on Wednesday we also noted that the ‘gold ratio’ macro indicators remained positive as well…

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May 6, 2016
Market Indicators

Fear Not Gold Bugs, Gold Ratios Well Intact

What has been going on since mid-February is a burst of the 'inflation trade' as evidenced by silver's leadership in the precious metals sector.  This opened the barn door for…

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May 4, 2016
Inflation & Deflation

Silver-Gold Ratio

I am not saying this is the top in the silver-gold ratio (SLV-GLD), but I am saying that if this is the top (for this phase) then commodities and the…

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May 2, 2016
alice
NFTRH

USD, Yen and an ‘Inflation Trade’ Update

Below is the first segment of this week's edition of Notes From the Rabbit Hole, NFTRH 393: The Fed has been trying to promote inflation. That is not the guy…

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May 1, 2016
Financial Markets / NFTRH

NFTRH 392 Out Now

We talk a lot about FOMC stuff, inflation stuff and silver stuff.  At 40 easy to read pages (w/ lots of graphical data backing up the themes) NFTRH 392, the…

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April 24, 2016