Silver & Gold to Inform Dr. Copper and so, the Macro
They call copper the metal with the Ph.D. in Economics. But these days Doctor Copper is little more than a quack in that regard, taking a cue from the metals…
They call copper the metal with the Ph.D. in Economics. But these days Doctor Copper is little more than a quack in that regard, taking a cue from the metals…
A look at a few of the macro indicators to what is ahead regarding the inflation/deflation (or damn her, Goldilocks)* view... The Continuum (30yr bond yield, monthly chart) still resides…
[edit] For comic relief here's an email response to this post. I don't know what forecast he's talking about, the short-term correction view (already well along) or the longer-term upside…
I am not a bond trader or stock market analyst by original profession. Until 2004, when I became a public market writer and especially 2008, when I began to work…
Let's take a look at some indicators that can come together to let us know when the next inflationary bout is in the offing. The spread between 10yr and 2yr…
See Steve Saville's The Coming Great Inflation You should read the whole article, as Steve has studied von Mises and Austrian theory and applies his own well thought out observations…
The interplay between gold and silver is a critical component to understanding what is out ahead; to understanding whether long-term Treasury yields will rise and if they rise, whether it…
As suspected, the various inflation/reflation trades were just bouncing in their downtrends as they have stopped within those downtrends after some pushed the limits. Commodities are chained to inflation expectations…
As inflation expectations continue to ease again (daily chart)... The 30 year Treasury yield (AKA the Continuum) has crossed back below the line of demarcation (monthly chart). These indicators are…
Interesting setups in the markets. The futures are positive this morning and though the markets have had a couple tough days the "drive to 5" remains on track. The very…
The inflationist gold bug does not understand why yields are down, commodities (ex-wildcards like Agri) are down, reflation trades are down, the US dollar is up and yet gold and…
So we have FOMC standing ready with the actual potential to rock the markets due to the split opinions of the Fed Rate Futures boyz. It has actually moderated back…
Note the word bounce, which in TA means what it sounds like... a bounce within an existing trend. Note the trends here by the slopes of the moving averages. I…
The 30 year Treasury bond yield hit an extreme last month and is the last man standing in the way of a deflationary event of some kind. Confusingly, it is…