As noted a million times out here in the last 6 months my question has been ‘Q4 2019 or H1 2020?’ for the next inflation
We have pointed out that the “inverted yield curve!!!” hype of last summer was just that, technical sounding hyperbole for the public to get riled
This post actually furthers a response to a colleague who wondered why I look at silver so closely instead of just industrial metals vs. gold.
Global central banks have been pumping the liquidity spigots 24/7 and the US Fed is starting to go that way as well. This during a
Just a light duty post to show you 3 different items that would travel together in a would-be reflation trade. This chart is probably over
This morning in pre-market the Amigos’ futures charts update the macro story… …which goes something like this… Copper, the cyclical Amigo (weekly chart) has furthered
October came and went. It’s now November 5th with holiday (and Wall Street bonus) season directly ahead along with the 1 year anniversary of the
Daily Silver/Gold ratio (SLV/GLD) continues to cling to the story of a coming inflation situation as it also clings to the up-turned 50 day average.
They call copper the metal with the Ph.D. in Economics. But these days Doctor Copper is little more than a quack in that regard, taking
A look at a few of the macro indicators to what is ahead regarding the inflation/deflation (or damn her, Goldilocks)* view… The Continuum (30yr bond
 For comic relief here’s an email response to this post. I don’t know what forecast he’s talking about, the short-term correction view (already well
I am not a bond trader or stock market analyst by original profession. Until 2004, when I became a public market writer and especially 2008,
Let’s take a look at some indicators that can come together to let us know when the next inflationary bout is in the offing. The