30yr Treasury yield finally hits target Ah, but it's not that simple. Targets are not necessarily stop signs. It's at the decision point. Will the yield do what it has…
TSX-V has been a negative divergence to the inflation trades, but... You see, da 'V' has a bunch of cow pastures and barren holes along with a few nice prospects…
![Read more about the article Fed not hawkish; hellflation or liquidation ahead [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2020/01/indicators2.png?fit=256%2C256&ssl=1)
Is the Fed trying to blow another, more covert asset bubble? [edit] With a note that another, less viable option is possible as well. That would be a 'just right'…
Just doing its job keeping us right with the markets' (plural) probabilities as usual. NFTRH 697, out now. For "best of breed" top down analysis of all major markets, subscribe…
Gold hit its short-term target of 2000+ yesterday. Today HUI has hit its short-term target of 325. Silver is at 27.18 (vs. a target of 30 +/-). Recall that my…
War making and its likely after effects driving commodities So now it is not only the inflation that the Fed and other CBs created in 2020. It is not only…
Actually, it was out much earlier but I am just getting to the promo post now. And there's not much promo going on because promo would do this report a…
St. Louis Fed president James Bullard holds the line Click graphic, get article with James Bullard hawking in monotone. I don't know why they've trotted him out again, as if…
Gold (more counter-cyclical, less inflation-sensitive) vs. Silver (more industrial utility, more inflation-sensitive) It's not my bias speaking. If we're going on a von Misesian crack-up party boom, all getting rich…
If you're only watching market prices (and drama) you're missing key points beneath the surface I have not posted yet this week due to being preoccupied elsewhere, due to having…
The front page screenshot does not tell us much about the report's contents because I was spent from thinking about details all weekend. But it does have some very helpful…
Copper/Gold and Silver/Gold ratios delay their signals (what else is new?) Daily Copper/Gold ratio ambles, ambles and ambles some more. Sideways for just about a year now. As if you…
Very helpful as a guide in times of change, sorting through different short and long-term conditions and associated strategies. NFTRH 692, out now. For "best of breed" top down analysis…
Gold vs. Inflation Expectations; a low being made? A weird ratio chart here. Gold (GLD) vs. expectations about the thing that too many gold bugs believe should be the prime…