Bulletin: It’s a Credit Bubble!
You may have caught the title's little inside joke. Sometimes you (well, I anyway) can look at a graph representing data that is a culmination of history (i.e. reality) and…
You may have caught the title's little inside joke. Sometimes you (well, I anyway) can look at a graph representing data that is a culmination of history (i.e. reality) and…
From the nicely redesigned MacroTrends website, a look at long-term, inflation adjusted gold and silver. FWIW...
A look at a few items in-day, in-week, fwiw... TIP-TLT ratio, indicates that inflation protected have been favored over regular long-term T bonds for all of 2015. This indicates the…
A brief snapshot of counter-cyclical gold's macro signals vs. other metals (and broad commodities) that are more positively correlated to economies, using weekly charts... Each week NFTRH updates many charts…
[edit] the post started as a simple thing and ended after getting way too involved. so much the better... An update of the situation on the Banks, the anti-Banks (gold)…
It is more important than usual to be fine tuned on exactly why the gold sector, rising as it is with the general 'anti-USD' trade, is different. We go into…
There are many more details and indicators that inform well balanced ongoing analysis, but the three scenarios below are the general options before us. Excerpted from this week's edition of…
I got in late last night from band practice and there was this message in my inbox. I never remember that it is April Fools day on 4/1 and almost…
By way of @TheStalwart (which was forwarded by a subscriber who has dug up so many quality reference points): Holy crap. Had no idea the Billion Prices Project is now…
A brief update as I am on a mini getaway in NYC and will be hitting the road shortly. TIP-TLT has continued upward and broken above the MA 50. The…
What I mean by "Bounce" is not necessarily in the stock market, which is a candidate for one. But in the inflation story. Per the post on T bonds and…
The 10 to 5 to 2 year spread is indicative of market upset, obviously. Here is the up to the minute view of 30 year vs. 5 year yields, with…
At the prodding of an NFTRH subscriber who was combing through old issues, I went back and read NFTRH 7, from November of 2008 and was struck by how things…
A good report that departs from some of the nuts and bolts (so much so that I forgot to include the usual currency segment, which we have frankly had nailed…