NFTRH 749
NFTRH 749 Gold Stocks Let's get right to the sector that is primary in our forward view of the macro change that is developing (as if on cue, I might…
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March 19, 2023
As the inflation trades drop, gold out-performs and gold miners will benefit
The inflation trades are fading and gold is ascending to its rightful place in the disinflationary macro The favored NFTRH plan is working out well as we planned the Q4…
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March 17, 2023
Macro transition; Goldilocks now, deflation later
The NFTRH view has been for a macro transition from inflation (past) to 'Goldilocks' (present) to deflation (later) Since projecting the Q4-Q1 broad market rally back in November, we have…
March 14, 2023
NFTRH+; more on the PMs (and Goldilocks) from a macro funda perspective
Last update for today, I promise (I think I promise). :-) I am back in my office after a scare earlier involving daughter, fainting, hitting head, emergency room. Now hopefully…
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February 22, 2023
Goldilocks, this picture shows three bears in the room and scared little girl running away from them, vintage line drawing or engraving illustration
Goldilocks
A whiff of Goldilocks, on cue... As inflation fades but the economy remains intact. Amid the Q4-Q1 broad rally projection and specifically due to our view of fading inflation signals…
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February 2, 2023
NFTRH+; Goldilocks, USD and the Fed
Yesterday was a reminder that Fed members can and do interfere in the markets at will. Such power to move markets should be considered disreputable at best and criminal at…
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August 3, 2022
Yield Curve is not currently an inflationist’s friend
The yield curve is flattening I don't cheer-lead a given view, but if I were to do that I'd be cheering for a yield curve flattener to put a correction…
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December 3, 2021
NFTRH 682 excerpt; COVID-19, 4th Wave
Before this week's COVID mutant headlines served well to take more enthusiasm out of a frothy market that we have been noting to be at longer-term 'structural' (as opposed to…
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November 26, 2021
Trade/Invest macro ‘top down’; a guide
Below is an excerpt from an NFTRH report (#676, due out on 10.10) that has not even been written yet, outside of this opening segment that clarifies and makes some…
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October 8, 2021
NFTRH 674, out now
While including some personal editorial comments about gold and the precious metals sector #674 does all the real work with respect to the whole macro shootin' match. I have a…
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September 26, 2021
![Read more about the article When the tight economic rope slackens [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2021/09/stag2.png?fit=564%2C466&quality=80&ssl=1)
When the tight economic rope slackens [w/ edit]
[edit] Upon completing the article I realized that no forward look at the economy and financial markets from an inflationary/deflationary point of view would be complete without consideration of the Yield…
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September 24, 2021
Goldilocks still…
Goldilocks backdrop persists We expected a summer cool down in the inflation trades. We expected that to be reflected in a temporary Goldilocks environment (not too hot, not too cold…
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July 28, 2021
NFTRH 664, out now
The screenshot of page 1 tells it all. Well, maybe not but it's a cool picture. This week's report drills in depth to the macro topics that I think are…
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July 18, 2021
How long before Goldilocks is banished?
Goldilocks today, stagflation or deflation tomorrow? I get to write a post like this with a level of authority simply because NFTRH and possibly this public website were the only…
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July 7, 2021