I have little doubt this is going to fail as all other inflationary operations have done. It will either fail here in 2020 as a balls out good try by…
RINF (inflation expectations gauge) is aligned with the view that markets are rotating, not ending. And that rotation, as of now at least, appears to be toward the cyclicals (and…
Conventional and traditional market analysis talks about investing as if it is a logical or normal discipline; as if there is a right way or wrong way to do it…
Way back in 2004 (boy, how the years fly by) I wrote this article, one of first few I'd written. Deflation: A Manufacturer's View I was not the market nerd…
Well, Daniela is a relatively pretty face who's gotten a new gig at Stansberry, simply doing what her new bosses tell her to do. But the guy on the right…
Assuming a bullish market, one of the key considerations about sector positioning is the state of long-term yields and their relationship to short-term yields. For example, segments that tend to…
Views of gold in relation to other markets and brief summaries thereof, with a focus on how it relates to the gold mining sector and the inflationary macro to come.…
Inflation/Deflation Any strategy aside from stoically sitting with current positions and macro view (whatever an individual's stance maybe) will depend on the inflation/deflation dynamic. More to the point, inflation expectations…
Once upon a time there was a macro market pushing the limits of central bankers' tolerance for inflation. Decisively, in stepped big brained Ben Bernanke (BBBB) to quash the outbreak…
[edit] I realized just now that I never put out an 'NFTRH 617 Out Now' post. Okay, well let's consider this it. #617 was uploaded for subscribers earlier today and…
Steve Saville has an interesting blog post about... The big differences this time The post centers around the COVID-19 pandemic vs. the well known Spanish Flu of 1918 and the…
Not only have gold and silver touched the target zones, they've smashed into and exceeded them. Gold hit 1974 (target: 1940) and silver hit 26.27 (target: 24-26). Unfortunately, they did…
The Continuum (monthly 30yr yield with the 100 month EMA 'limiter') simply states that the economy was weakening, as were inflation expectations, before 2020. In early 2020 we got a…
This morning the Silver/Gold ratio is ticking a new high. I have a shtick called the 3 Metallic Amigos, where Gold, Silver and Copper give different indications on the macro…