Where once we dubbed him "Jerome 'Dead Eye' Powell" we now, well... you know. I gave some crap to the Twitter rabble rousers who fever pitched the bearish mobs about…
Since NFTRH 543 was also known as the 'What if... Inflation?' report, I was attuned to the subject; and on cue here comes Keith Weiner with a knockout punch. Keynes…
Well here we are not only with the US market back to the equivalent of the SPX 2815 target area (hit a high of 2821 today and eased back to…
Daily looks in-market are not meant to be a science. It is longer trends that eventually reveal the logic of ongoing macro moves. But I do find it interesting that…
Thinks the inflationist gold bug: Why, I pitch gold miners and gold and silver and oil and tin and copper and hogs and... inflation! Buy resources!! Buy whatever will go…
A self-explanatory daily chart of silver/gold (SLV/GLD). One of our 'inflation trade' signalers is approaching daily chart resistance while still in its downtrend. Break through and hold and the trade…
I was going to look around to see if I could find a media article out there (complete with a TA trying to sound really important) that would be appropriate…
The update about the Baltic Dry index (BDI) brought about a couple of responses from learned subscribers. Subscriber A noted that a lot of shipping activity is happening ahead of…
The title's quote is from my late friend Jonathan Auerbach, who was the founding/managing partner of Auerbach Grayson in NYC, a brokerage specializing in global investment. "It's inflation all the…
With a full slate of broad market 'internals' indicators and gold stock charting in NFTRH 519, there was no time left for a gold sector fundamentals view (except for one…
It's not so much an overbought chart (it can certainly move higher, mind you). It's that I am not an inflation bull; not yet and not until the limiter on…
A rising Silver/Gold ratio (SGR) would be positive for the global equity 'anti-USD'/inflation trades, including several US sectors, commodities and the precious metals. For the first time in over a…
A chart by Callum Thomas showing projected credit growth based on easing credit standards is in line with a boom, and an inflationary one at that. See Credit Growth About…
The trend continues against the inflationists, but there has been the bullish divergence by Baltic Dry Index (per this NFTRH chart), and the inflation trade has been very oversold, after…