Just one look at the daily chart of SPX tells us – in hindsight – that this may have all been about gap acquisition. I
Tag: inflation
Inflation, Deflation or Goldilocks? Bond Market Makes No Decision Yet
Just a post to touch base with the most important market on earth, the US bond market which, along with a lot of other indicators
US Stock Futures Climb on “Upbeat China Data”
The headline says it all (click for the story)… This is fine because one of our major themes – assuming we do not go full
Perfect, Gold Flushes the Inflationists Before the… Inflation
I have to hit the road today for most of the day. But a little note here as USD is firm and gold is getting
The Macro TIPS Toward Inflation Protection
No long-winded post about what I think it means. Just a picture of the ‘inflation protected’ US Treasury bond iShares (including dividends) hitting new highs.
Time for a Turn?
This is the opening segment from this week’s edition of Notes From the Rabbit Hole, NFTRH 544. This segment is usually written before I’ve done
Doctor Copper’s Bitter Medicine Today
So the Fed has stated its goal to inflate, but it does not happen in real time. There had to be a reason for the
Yield Curves, 2yr Yield, SPX (and a Crack Up Boom?)
While the 30-5 year yield curve does this, implying some inflationary issues… The more commonly watched 10-2 year does this, implying ongoing Goldilocks… While the
Jerome ‘Dove Eye’ Powell
Where once we dubbed him “Jerome ‘Dead Eye’ Powell” we now, well… you know. I gave some crap to the Twitter rabble rousers who fever
Monetary Metals on Keynes, Inflation and Evil Itself
Since NFTRH 543 was also known as the ‘What if… Inflation?’ report, I was attuned to the subject; and on cue here comes Keith Weiner
NFTRH; Cyclical vs. Counter-Cyclical, Inflation vs. Disinflation Very Much Up in the Air
Well here we are not only with the US market back to the equivalent of the SPX 2815 target area (hit a high of 2821
After Inflationist Bugs FOMO at the Mouth, GDX & Inflation Signals Go the Other Way
Daily looks in-market are not meant to be a science. It is longer trends that eventually reveal the logic of ongoing macro moves. But I
Inflationist Gold Bug: “WTF?” (FOMO’ing at the Mouth?)
Thinks the inflationist gold bug: Why, I pitch gold miners and gold and silver and oil and tin and copper and hogs and… inflation! Buy
Silver/Gold Ratio: Rubber… Meet Road
A self-explanatory daily chart of silver/gold (SLV/GLD). One of our ‘inflation trade’ signalers is approaching daily chart resistance while still in its downtrend. Break through