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 and tell you that if…
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 per the red arrows) and…
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 great Fed chief. Yesterday we…
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. I was well, I'll leave…
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 down earlier, with FOMC due…
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 trade. Well, since the recent…
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 up about by way of…
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. The answer I'll note here…
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 time of supposed economic splendor…
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 a year old and was…
This morning in pre-market the Amigos' futures charts update the macro story... ...which goes something like this... Copper, the cyclical Amigo (weekly chart) has furthered the intermediate trend line break…
A simple update using pictures and a few words to keep us abreast of the macro situation. Much of it reviews the work to date. First off, the VIX is…
October came and went. It's now November 5th with holiday (and Wall Street bonus) season directly ahead along with the 1 year anniversary of the Christmas Eve massacre in which…
Daily Silver/Gold ratio (SLV/GLD) continues to cling to the story of a coming inflation situation as it also clings to the up-turned 50 day average. Monthly Silver/Gold... well, you know.…