Stagflation in the offing, unless it's not different this time... As corporations continue to raise wages, market participants fear the Fed is wrong about supposedly "transitory" inflation, long-term Treasury bond…
30-year yield threatens to rise anew Here is the daily chart of the 30yr yield. Looks like a flag breaking out to me. By converting the above to a monthly…
This chart indicates 'reflation (still) on' So you see, sometimes a man stares at a chart and that same man sees what cannot be argued. * Man sees the following…
All in the service to playing a game of 'Hide the [inflationary] Cheese'... April’s expected hiring boom goes bust as nonfarm payroll gain falls well short of estimates Here's the…
Commodity bulls are running rampant. It's "inflation all the way, Baby!" and everybody knows this. There are jingles and promotions aplenty out there, of everything from the latest alt. coin…
Over the short to intermediate-term there are better inflation hedges than gold But then, you knew that already. And as for the miners that leverage gold's standing? These are poor…
The indication from the metals is cyclical, pro-reflation and inflationary You cannot look at this chart and claim that the backdrop is not still firmly cyclical as the reflation created…
US Dollar drops on FOMC nothingburger With due consideration that the days immediately following FOMC's latest do-nothing meeting often swing to volatility, as if they actually did something, we note…
As the Fed's inflationary operation moves forward... This week we have a meeting of the economic eggheads. But now we play a game of 'will they or won't they?' change…
Another report just doing its job and doing it pretty well judging by how it helped me gain personal perspective on some key items. For "best of breed" top down…
New York Fed's Williams on dealing with inflation... New York Fed's Williams: Fed has tools to deal with high inflation Mr. Williams informs us that the Fed has tools to…
Cost-push inflation could break out (and a note on gold) Before beginning the post a little context is in order. We (NFTRH) anticipated the current pause in long-term Treasury yields…
It's all MMT (modern monetary theory) TMM (total market manipulation) A tweet by Fidelity's Jurrien Timmer jogged me back into the reality that for the last year we have been…
First I disclose that I mostly agree with Schiff here and have agreed with a lot of what he has said over the years. But we are in the business…