inflation

Inflation & Deflation

Inflation is Brewing…

As if I have not pounded the table on the theme enough already, I'll highlight Brad Zigler, who is on the same theme... Inflation's Been a Dud He echoes my…

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June 27, 2016
Market Indicators

These Two Things Are Blowing Off

TLT (long-term T bonds) and TIP-TLT ('inflation expectations gauge) are blowing off.  One to the up, the other to the down.  When the blow out comes the reversals in the…

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June 27, 2016
alice
NFTRH Interim Updates

NFTRH; Post-Brexit

This week has been a gamble.  If you’re a stock bull you lose, if you’re a gold bull, you win.  This morning’s reaction to Britain’s exit from the EU is pure casino stuff, practically speaking as an investor in the very short-term.

From Tuesday’s update (with an updated chart of the VIX)…

(more…)

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June 24, 2016
NFTRH / Notable Public Posts

NFTRH 400 Out Now

This week with the 400th edition we take a little stroll down memory lane, from NFTRH's humble beginnings on 9/28/08 to today.  Below is our nice little story but what…

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June 19, 2016
Inflation & Deflation

Inflation! Inflation!! Inflation!!!

I want to balance out all of the deflationary hysteria and Treasury bond market (risk 'off) bullishness out there.  Yeah yeah, BREXIT this, NIRP that, Payrolls the other thing... If…

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June 18, 2016
Inflation & Deflation

‘Inflation Expectations’ Update

First off, you can review all of the CPI's details here, courtesy of Michael "the inflation guy" Ashton:  Post-CPI Now back to the market indicators we have used to gauge…

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June 16, 2016
Precious Metals

Gold & Silver, Post-FOMC

There are crosscurrents in the futures this morning.  The US dollar is up, commodities and stocks are down and gold and silver are making new highs and attempting new highs,…

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June 16, 2016
Inflation & Deflation

Under the Surface, on FOMC Day

There is Brexit hype over there, FOMC hype over here and poor payrolls, presidential election rancor and all sorts of other hype everywhere.  But under the surface, whirring along, is…

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June 15, 2016
Inflation & Deflation

Silver-Gold Ratio Updated

In the previous post we see inflation expectations so well tamped down.  In this post we look at silver's break out of a consolidation channel vs. gold.  If TIP-TLT is…

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June 14, 2016
Inflation & Deflation

Look Ma, No Inflation!

This is pretty handy at the moment, I'd say.  When there is "no inflation" (at least by gauges like this) that is the time that inflation can be promoted, eh?…

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June 14, 2016
Inflation & Deflation

Inflation Expectations Bearisher Still

This is actually potentially beneficial for USD (in the very short-term) and future gold mining fundamental trends alike.  It is also a potentially good thing for a future 'inflation trade'…

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June 10, 2016
Inflation & Deflation

Did Someone Say Inflation?

Well yes, we've been saying the word "inflation" a lot lately.  Especially as part of the term "inflation trade". Post-Jobs "What does it mean?  Well for one thing, the Fed…

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June 8, 2016