The headline industrial metal, Copper, in relation to the precious metal, Gold, has been rising for a year now. You, I and Captain Obvious know this. The herds are now…
ISM's Report on Business (RoB) blisters upward, but... My former residence within the real economy was right here, in the manufacturing base. I don't miss it even one little bit,…
As the US dollar bounces sentiment is bouncing with it DXY took out the SMA 200 a few days ago as the 2021 rally continues. In having cleared that moving…
No, not that picture! The big macro view picture of the 30yr Treasury yield. Ole' Bill is lookin' good in his bond bear call so far after a recent hiccup.…
The CRB index is in a minor disconnect from inflation expectations (RINF) It's a disconnect on the short-term, at least. If/as the reflation continues CRB could have some catching up…
It's a solid report covering what needs to be covered, especially now that the thing that was so disbelieved a year ago is now so universally believed. You've got to…
It's the Bond Market, Stupid As our Continuum chart predicted over a year ago, Jerome Powell was called to his higher inflationary powers when the macro markets liquidated with great…
The 10yr/2yr Yield Curve continues to steepen This will probably amp up the prospects of some kind of Yield Curve control (YCC) by our trusty centralized monetary politburo. Here is…
I love the chart below, and others like it. They force me to think outside of the... ...and consider reasons for what I see. The reason gold is confounding to…
Below is the 'Opening Notes' segment excerpted from the February 21 edition of Notes From the Rabbit Hole, NFTRH 643. The point of this segment was primarily to illustrate how…
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It's a sign of the times as inflation lifts most boats and creates experts geniuses gurus swamis err, promoters a dime a dozen [edit] Thanks to subscriber Rob I neglected a star…
Just kidding. Warren Buffett's Berkshire Hathaway may or may not own copper stocks. I did not dig deep enough to find out. For the purposes of this post it does…
As the inflation continues... We find charts doing exactly as would be expected under such circumstance. This weekly chart shows Long-term Treasury yields rising in conjunction with inflation expectations (TIP/TLT)…
You know what the Yield Curve is doing It is steepening to the tune of a new high as the inflation trades press on. FYI. Since this the mini inversion…