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…
Commodities and inflation expectations have/had been rising right along with the long bond's yield But some of the 30 year Treasury yield's fellows are dropping off, just as the hawking…
Copper/Gold and Oil/Gold correlated with the 10yr yield From yardeni.com, a visual representation of one implication of the Copper/Gold ratio, which I often make a big deal about. If the…
Say, did you know that Cathie Wood favors deflation? Why yes ladies and gentlemen, foremost overvalued story stock picker Cathie Wood thinks deflation is coming. That is quite contrarian alright…
Hot inflation is still in the news! You can click the image if you'd like to read the hype. CME Group was and still is overwhelmingly projecting a .75% rate…
It's time for another online edition so that I can more comfortably streamline, talk a little more casually and get more done sooner on a holiday weekend. Daily market viewing…
Fed speakers hawking in unison From Powell to Williams to Mester, they are being trotted out to deliver the message in case you have not heard. The Fed really REALLY…
The stock market is very predictable in its Fed obsession A frustration of dyed in the wool gold bugs is that a debt soaked system moves forward on little more…
"All eyes are on Powell’s widely anticipated 10 a.m. ET speech at the central bank’s annual symposium in Wyoming." Oh really, Mr. MSFM article? Really? All eyes are on Powell…
Commodities get a second wind As illustrated in an earlier post, commodities and inflation trades in general are getting relief right in line with recovering indicators like the Copper/Gold ratio.…
Global shipping prices are dropping while commodities and inflation expectations remain aloft When viewed in the context of history, it's not something that makes sense right now. Global shipping costs…
![Read more about the article Enter the Jawbones [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2022/02/jawbone.png?fit=512%2C364&ssl=1)
FOMC is 1.5 months away but the jawbones interfere with markets at will [edit] I actually got up on the wrong side of the bed, so I am not my…
As inflationary pressures ease, inflation-centric gold bugs do the wrong thing It is ridiculous, but they are out there, en masse. They buy gold stocks for the same reason they…
As the almighty Fed (of Oz) prepares to render its decision... Treasury bonds continue to hammer out interesting daily chart patterns. Some notes on this... The daily charts say one…