The reality, which gold bugs need to accept, is that cyclical inflationary forces are still dominant Not many market or economic indicators are clearer in
Tag: inflation
My Friends [w/ edit]
[edit] With his permission I include a picture of one of my buddies texted to the group, obviously not overly pleased with a certain restriction.
The Yield Curve Continues to Steepen…
A steepening yield curve indicates that at best, Goldilocks is nowhere to be found There are all kinds of geniuses out there (usually with massively
Steepening Yield Curve Demands Your Attention
If the yield curve is steepening under inflationary pressure (as it is today) your attention is demanded as an investor because 2020 into 2021 is much different
FOMC Translated
The FOMC Statement December 16, 2020 Federal Reserve issues FOMC statement For release at 2:00 p.m. EST The Federal Reserve is committed to using its
Pivotal Juncture for the Reflation Trades
RINF (inflation expectations) has sagged to its trend marker (SMA 50). As has TIP/TLT. While the heretofore inflation signaling yield curve has also eased a
Inflation is Falling!
No it isn’t. The promoters of the next inflation problem are hard at work and one month’s twitch in a southerly direction will only serve
2020: The Year the Latest Inflation Operation Began
I have little doubt this is going to fail as all other inflationary operations have done. It will either fail here in 2020 as a
NFTRH+; This is not a picture of failing inflation
RINF (inflation expectations gauge) is aligned with the view that markets are rotating, not ending. And that rotation, as of now at least, appears to
Inflation or Liquidation?
Conventional and traditional market analysis talks about investing as if it is a logical or normal discipline; as if there is a right way or
Central Banks Don’t Understand “the Way the World Works”
Way back in 2004 (boy, how the years fly by) I wrote this article, one of first few I’d written. Deflation: A Manufacturer’s View I
Behold the Faces of Dogma
Well, Daniela is a relatively pretty face who’s gotten a new gig at Stansberry, simply doing what her new bosses tell her to do. But
NFTRH; Back in Rising Yields Mode?
Assuming a bullish market, one of the key considerations about sector positioning is the state of long-term yields and their relationship to short-term yields. For
Key Gold Ratios to Other Markets
Views of gold in relation to other markets and brief summaries thereof, with a focus on how it relates to the gold mining sector and