'Inflation expectations' ETF out of phase with most 'Inflation Breakevens' Here is what RINF does, per its creator... ProShares Inflation Expectations ETF seeks investment results, before fees and expenses, that…
As the Fed fights the last war (on inflation) the result is a rare thing; a bear market haven called cash, paying increasing income Safety Vehicles Gold: For long-term financial…
The little bout of positivity in the inflation markets is enough to get me questioning my short position in DBC. Here is a chart of RINF (inflation expectations), as posted…
"Post-bubble contraction" (PBC) as coined by Bob Hoye, may finally be at hand Bob Hoye has been talking about a coming post-bubble contraction (PBC) for many years, in my experience.…
[edit] And just like that, as mentioned might be the case below, markets have reversed. Precious metals stocks are not unique here, however. It's all reversing. Stocks, commodities and precious…
CPI increases more than expected, but it's not forward-looking See Inflation increased 0.4% in September, more than expected despite rate hikes Well first of all guys, CPI is not inflation.…
Fed minutes show the hawking Fed fully feathered They can't be this dumb. So there has to be a reason why the Fed, despite myriad signs of economic and inflationary…
Nothing is set in stone, including the 30yr yield stopping at our 4% upside target. That said, if you're going to have targets and chart based road maps, it's best…
FOMC, inflation, commodities & gold Even as inflation expectations roll over from the 2022 high... ...the CRB index continues to bounce. Here's DBC for an up to the minute view.…
Our view has been for an interim decline in the market's inflation signaling and that is exactly what is happening, regardless of the tardy, backward-looking Fed still wearing its hawk…
WIN "Whip inflation now"... That was the saying in the 1970s. Paul Volcker's Fed then locked itself in a death struggle with inflation by raising interest rates as high as…
As we step toward a counter-cyclical macro, the fundamentals will finally improve for gold mining From a June 19th interview I did with with Jordan Roy Byrne with respect to…