First I disclose that I mostly agree with Schiff here and have agreed with a lot of what he has said over the years. But
Tag: inflation
Copper/Gold Ratio to Follow Fed’s Course?
The headline industrial metal, Copper, in relation to the precious metal, Gold, has been rising for a year now. You, I and Captain Obvious know
A Decidedly Different Look at the ISM Report on Business
ISM’s Report on Business (RoB) blisters upward, but… My former residence within the real economy was right here, in the manufacturing base. I don’t miss
USD (DXY) Daily Chart and Sentiment
As the US dollar bounces sentiment is bouncing with it DXY took out the SMA 200 a few days ago as the 2021 rally continues.
Ponder the Picture
No, not that picture! The big macro view picture of the 30yr Treasury yield. Ole’ Bill is lookin’ good in his bond bear call so
Commodities and Inflation Expectations
The CRB index is in a minor disconnect from inflation expectations (RINF) It’s a disconnect on the short-term, at least. If/as the reflation continues CRB
NFTRH 647, Out Now
It’s a solid report covering what needs to be covered, especially now that the thing that was so disbelieved a year ago is now so
The State of the Macro
It’s the Bond Market, Stupid As our Continuum chart predicted over a year ago, Jerome Powell was called to his higher inflationary powers when the
Yield Curve Steepening Continues
The 10yr/2yr Yield Curve continues to steepen This will probably amp up the prospects of some kind of Yield Curve control (YCC) by our trusty
Silver Aping Inverse USD, Gold Still Going its Own Way
I love the chart below, and others like it. They force me to think outside of the… …and consider reasons for what I see. The
“It’s inflation all the way, baby!”
Below is the ‘Opening Notes’ segment excerpted from the February 21 edition of Notes From the Rabbit Hole, NFTRH 643. The point of this segment
Promoters Gonna Promote [w/ edit]
It’s a sign of the times as inflation lifts most boats and creates experts geniuses gurus swamis err, promoters a dime a dozen [edit] Thanks to subscriber
Buffett Buys a Copper Stock!
Just kidding. Warren Buffett’s Berkshire Hathaway may or may not own copper stocks. I did not dig deep enough to find out. For the purposes
As the Inflation Continues
As the inflation continues… We find charts doing exactly as would be expected under such circumstance. This weekly chart shows Long-term Treasury yields rising in