I most often use linear scale charts for stocks, markets and indicators for their more absolute views. But in the case below we conjure up
The recent journey has been out of a jittery summer filled with trade war anxiety, into a rally and breakout in the S&P 500 and
In this post we set aside any personal thoughts about Trump and simply take him at his own words. If you believe I am wrong
 The degree to which gold has been bent out of shape by the drone strike and subsequent war drums informs Thing 2. But every
In for a Penny, in for a Pound I guess and so with this morning’s post opening the flood gates I will state my views
The Continuum (the systematic downtrend in long-term Treasury yields) has for decades given the Fed the green light on inflation. Sometimes it runs hot (as
It’s like all of we old and sort of old guys are coming out of the woodwork this week about the passing of the last
I was not paying attention to inflation in the late 1970s. I was trying to get a girlfriend. I was trying to get through college.
The president announced he is imposing tariffs on currency manipulators (which is a way of saying all nations with paper currency) and talked the USD
As noted a million times out here in the last 6 months my question has been ‘Q4 2019 or H1 2020?’ for the next inflation
We have pointed out that the “inverted yield curve!!!” hype of last summer was just that, technical sounding hyperbole for the public to get riled
This post actually furthers a response to a colleague who wondered why I look at silver so closely instead of just industrial metals vs. gold.
Global central banks have been pumping the liquidity spigots 24/7 and the US Fed is starting to go that way as well. This during a
Just a light duty post to show you 3 different items that would travel together in a would-be reflation trade. This chart is probably over