Back to the normal format after getting some important details and distinctions worked out in last week's more talkative edition. NFTRH 711, out now. For "best of breed" top down…
Ladies and Gentlemen, behold inflationist gold bugs' handy work It never fails. On a day and during a week when industrial metals (incl. Doctor Copper), Agricultural commodities, outlier commodities and…
The real, or inflation indexed yield on the 5yr is spiking In Saturday's interview Jordan asked me a question about real yields and gold. Specifically, why is gold so relatively…
Now that I've got your attention, inflation signals are fading left and right It's in all the data. It's in all the headlines. Everyone knows inflation is on fire. This…
Just a quick snapshot to update the Continuum's status. Please recall that we are looking for the yield to make a lower high to the 3.5% (actual: 3.45%) high of…
The May CPI report hits the markets tomorrow No predictions, just a question. What do you suppose might happen if somehow CPI - backward looking indicator that it is -…
Gold/Silver ratio (and USD) would attend global liquidity stress I know. I know. It's a mutant inflation and all, with global war and politics driving the bus now, and the…
It's not your Grandpa's inflation, and managing it takes effort Thanks to subscriber MM for sending a link to this interview. I found it quite interesting because in commodities, buying…
This is not your Grandpa's Inflation problem The Fed is starting to play catch-up with inflation signals from the bond market as evidenced by the Fed Funds Rate finally being…
The 10yr-2yr Yield Curve continues to posture for steepening The recent secondary inversion (initial inversion was August, 2019) continues to look like it has birthed a bouncing baby steepener. The…
I have a page with several chart based indicators for NFTRH subscribers to review any time they'd like in order to dovetail what they may see there with the ongoing…
Bonds up today despite alarming inflation headlines The hysteria of the moment, served up as usual by the mainstream financial media off of backward looking data/results, has not resulted in…
Target and Walmart hit hard with cost increases What good are increased sales when every unit of sales is subject to pressured margins? It's another manifestation of our antlered friend,…
I didn't think so; not this week. Well of course they have not even taken the SMA 50 yet, but isn't it funny how during yet another inflationary 'lagging data'…