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
Tag: inflation
Protected: NFTRH; Cyclical vs. Counter-Cyclical, Inflation vs. Disinflation Very Much Up in the Air
There is no excerpt because this is a protected post.
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
The Men Who Stare at Charts: Decades of Disinflation & 7 Years Post-Op Twist
I was going to look around to see if I could find a media article out there (complete with a TA trying to sound really
NFTRH; Update to the Update
The update about the Baltic Dry index (BDI) brought about a couple of responses from learned subscribers. Subscriber A noted that a lot of shipping
“It’s Inflation All the Way, Baby!”
The title’s quote is from my late friend Jonathan Auerbach, who was the founding/managing partner of Auerbach Grayson in NYC, a brokerage specializing in global
Gold’s Macro Signaling vs. Commodities (and PM/Commodity Transvestite Silver)
With a full slate of broad market ‘internals’ indicators and gold stock charting in NFTRH 519, there was no time left for a gold sector
Commodity Tracker DBC: Bullish, Over Bought & No Longer Owned by Me
It’s not so much an overbought chart (it can certainly move higher, mind you). It’s that I am not an inflation bull; not yet and
Silver/Gold Ratio Pops & This Morning’s NFTRH Update Now Public
A rising Silver/Gold ratio (SGR) would be positive for the global equity ‘anti-USD’/inflation trades, including several US sectors, commodities and the precious metals. For the
Crack Up Boom?
A chart by Callum Thomas showing projected credit growth based on easing credit standards is in line with a boom, and an inflationary one at
Pictures of a Little Snap-Back in the Inflation Trade Today
The trend continues against the inflationists, but there has been the bullish divergence by Baltic Dry Index (per this NFTRH chart), and the inflation trade
Inflation Trade, in Progress Since Gold Kicked it Off in Q1 2016
I am sure you remember the lead up to Q1 2016. The US economy and stock market were transitioning from a Goldilocks environment and narrowly