inflation

Currencies

Gold, Silver & USDJPY

Gold bugs especially should be watching Yen and USD.  The trend is against Uncle Buck and with the Yen and if that holds up we could be looking toward the…

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May 31, 2016
Inflation & Deflation

It Feels Like Inflation

Last night's post on the US stock market ended as follows: "As far as the Fed and its puny rate hikes are concerned, that is irrelevant.  This market is flipping…

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May 26, 2016
NFTRH

NFTRH 396 Out Now

Okay, I'm pooped.  No promo.  :-( [edit] Well yes, there is a promo.  It's from subscriber Joe F:  "So fucking good." Subscribe to NFTRH Premium for your 25-35 page weekly…

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May 22, 2016
alice
NFTRH Interim Updates

NFTRH; Silver-Gold Ratio,’Inflation Trade’ Update and US Dollar

The thing that is not trustworthy if you are a deflationist or (anti-inflationist) is that the ‘inflation trade’ is getting kicked down by the ultimate jawbone, the FOMC minutes.  Often inflammatory events in markets have a short shelf life.  As such, the Silver-Gold ratio does not need to get hammered much lower, based on this event anyway.

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May 19, 2016
Inflation & Deflation

Pro-Inflation? Anti-USD?

This is the opening segment from the May 15 edition of Notes From the Rabbit Hole, NFTRH 395.  I am releasing it for public viewing because it seems, the title's…

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May 19, 2016
alice
NFTRH Interim Updates

NFTRH; Gold Stocks, USD and the ‘Inflation Trade’

Here we play the short-term technical game again despite the gold sector running against its own fundamentals (i.e. as the ‘inflation trade’, including mining cost input oil, continues higher).  At some point this will matter.

But on the other side of the coin are price, momentum and technicals.  A Monday open can be a tricky thing, but as of this moment GDX is in a posture to break the most recent consolidation.

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May 16, 2016
NFTRH

NFTRH 395 Out Now

41 pages to make a few simple points?  Well yes, a few simple, yet critical points and a whole lot of other perspective and updating of the whole global financial…

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May 15, 2016
Inflation & Deflation

Silver-Gold Ratio

I am not saying this is the top in the silver-gold ratio (SLV-GLD), but I am saying that if this is the top (for this phase) then commodities and the…

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May 2, 2016
alice
NFTRH

USD, Yen and an ‘Inflation Trade’ Update

Below is the first segment of this week's edition of Notes From the Rabbit Hole, NFTRH 393: The Fed has been trying to promote inflation. That is not the guy…

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May 1, 2016
NFTRH

NFTRH 393 Out Now

We talk a lot about USD, Yen, the 'inflation trade' and of course, silver.  We set targets, parameters and risk profiles.  We personally benefit once again from grinding out this…

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May 1, 2016
alice
Financial Markets / NFTRH Interim Updates

NFTRH; Pre-FOMC Notes and Charts

A look at how a few markets are setting up pre-FOMC.

The charts are what they are, but we are dependent upon what the Fed may or may not put out there on Wednesday.  I would put the odds of a rate hike at just this side of zero.  But they are free to leave forward looking wording as is or do a little tweaking from the currently ultra dovish stance toward at least opening a discussion for rate hike expectations for June.

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April 26, 2016
Financial Markets / NFTRH

NFTRH 392 Out Now

We talk a lot about FOMC stuff, inflation stuff and silver stuff.  At 40 easy to read pages (w/ lots of graphical data backing up the themes) NFTRH 392, the…

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April 24, 2016
Inflation & Deflation

Silver Has Broken Trend, But…

Very simply, the weekly moving average that contained silver through its bear market has been broken to the upside.  That is another booster of our assertion from earlier in the…

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April 20, 2016