Why this is the time to invest in precious metals Not your mother's inflation Personally, I am more interested in the mechanics of inflation and the compelling charts in this…
The US government finally got together on a new $550b spending (more cost-push inflation) plan. It includes spending of money the government never had until the Fed printed it and…
Goldilocks backdrop persists We expected a summer cool down in the inflation trades. We expected that to be reflected in a temporary Goldilocks environment (not too hot, not too cold…
Cyclical markets in relation to gold indicate reflation is still on, but... The most inflation sensitive markets are still trouncing gold, while certain stock markets are flipping suspect and the…
For a sign of the end of the summer cool down - and deflationary whiff (such as it is) - yields will need to reverse upward and bonds head back…
Pring Inflation index recoils from target I have not looked at this chart for months, but it was created last year, maybe even a full year ago as we got…
The screenshot of page 1 tells it all. Well, maybe not but it's a cool picture. This week's report drills in depth to the macro topics that I think are…
Well, inflationary signals are back on to varying degrees, if not the reflation trades across the board. The inflation rate continued to climb in June. This as our indicators had…
NFTRH 663 is loaded with valuable information for this very moment in time because we are at a macro decision point and only work done from the top down will…
While the interest rate backdrop swings favorable, other gold indicators are not yet While real yields are negative (positive for gold) and credit spreads are weakening (positive for gold) the…
Disinflation was led dutifully by the TSX-V/TSX ratio Back on June 21 we noted that the TSX-V/TSX ratio was negatively diverging inflation expectations. That is the ratio of Canada's speculative…
Goldilocks today, stagflation or deflation tomorrow? I get to write a post like this with a level of authority simply because NFTRH and possibly this public website were the only…
The anticipated cool-down in previously rising inflation signals is in full effect Preamble This is a post by human Gary, not market analysis provider Gary. It's a free website with…
Let's take a look at the headline industrial metal, copper. After a fake below the most recent bull flag/correction channel it has popped back into the flag. Key resistance to…