US yields are not aligned for the inflationary view as the yield curve sags once again today (2 year yields up, long-term yields down). Japanese bond yields have popped on,…
A year ago almost to the day we began tracking a 'Macrocosmic' theme that would eventually see gold bottom and rise vs. stocks and bonds in 2016, joining its bullish…
“If I had a world of my own, everything would be nonsense. Nothing would be what it is, because everything would be what it isn't. And contrary wise, what is,…
I'll skip the promo in favor of maybe releasing #403's slightly weird opening segment later on. It's time to not only have your thinking caps on, but also your tin…
A point I tried to make here on the site at the end of last week and in the weekend report is that I got excited, like a lab geek…
Last week this site got semi hysterical about inflation because a new signal came about in the relationship of silver to gold. This was added to 'push' inflation that we…
The ISM RoB continues on our theme of inflationary growth, as first indicated in the Semiconductor Equipment sector while everyone was freaking out about the backward looking employment situation. Full…
Well, it is a fine pre-holiday Friday and I am hoping that what is going on now marks the start of a phase where I can stop trading so much and do my favorite thing, which is to make like Old Turkey, be right and sit tight.
The Silver-Gold ratio and its implication, inflation, barring an epic reversal of recent events, seem to indicate that will be the case.
SGR daily…
SGR weekly…
I believe that one of these is lying. Either the current move in the Silver-Gold ratio (which we noted during the trading day on Wed.) is false (and with this morning’s pre-market activity, it is being propelled higher) or the US dollar is conspicuous in its post-Brexit strength and due to drop.
I read a lot of crap out there where some guru will put cute tidbits in his writing like 'my subscribers were the first to know about blah blah blah…
Yes, it's another inflation post going up even as inflation expectations are in the dumper and casino patrons just cannot get enough of Treasury and Government bonds yielding 0%, near…
Folks, it may be the simplest update I’ve ever sent. The Silver-Gold ratio is one of our gauges of a would-be inflationary environment to come (beneficial to commodities and other assets as noted so often previously). Today the Silver-Gold ratio is making another move in the positive direction, with a big spike in relative volume by SLV/GLD.
Answer (as given by TIP/TLT): Yes, the Fed stands down; a world full of casino patrons gets hysterical about the impending deflationary collapse! Answer (as given the by the Silver-Gold…