While the 30-5 year yield curve does this, implying some inflationary issues... The more commonly watched 10-2 year does this, implying ongoing Goldilocks... While the nominal 2 year yield does…
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…