TSX-V/TSX ratio is a negative divergence to inflation At the prompt of a subscriber I took at a look at one of my tools, the
Tag: inflation
One Macro reset, comin’ up
Macro markets quake as expected, bonds get a little crazy For months now we have been expecting the Continuum to make a roughly symmetrical right
Protected: NFTRH; Gold’s alternate scenario
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PTJ… Always a great listen
Here, let Paul Tudor Jones speak for himself (on inflation, commodities and the Fed)… For “best of breed” top down analysis of all major markets,
CPI inflation +.6% in May
CPI inflation rises .6% in May Click graphic, get BLS report… A reminder to check out the Inflation Guy for the scoop on this report’s
Gold’s inflation utility
Gold is okay, but not yet unique There are times when gold is an okay inflation hedge, while under-performing the likes of industrial metals, oil/energy,
30yr yield Continuum predicted Yellen’s inflationary jawbone
Yellen says inflation and interest rates are “too low” Straight from the Bizzaro World comes Treasury Secretary Janet Yellen, wooing inflation and the higher interest
May Payrolls, the Good Ship Lollipop & USD
USD drops as a tepid May Payrolls report eases inflation fears further May payrolls expanded, but not as much as anticipated. Click graphic, get report
NFTRH 657, Out Now
It’s abbreviated for the holiday weekend, but it’s on the main points, keeping things relatively breezy but focused. NFTRH 657, out now… For “best of
Biden’s alternate universe
As Biden Speaks, remember the economy is run by the Fed and it is run by inflation Of course, a career politician will be adept
Inflation Cools (for now), Stag Awaits
To maintain the inflation, a cooling of inflation was needed That is one of those Alice in Wonderland-like statements, like the one I’ve got tattooed
NFTRH 656, Out Now
Blah blah blah. And furthermore, blah blah. No seriously, it’s a lot more than blah blah and its out now. For “best of breed” top
“Thinking about thinking about tapering”
Reformed Broker on a coming (someday) taper: Of course they’re going to talk about tapering So, they’re ready to start thinking about thinking about tapering.
A friendly reminder that government is bullshitting you on inflation
A reminder that the government is bullshitting you when they say that the recovering economy is driving inflation. But you knew that already. It’s just