The gold price is getting hammered, but its ratios generally are not... And that means something. Using the associated ETFs... Gold price adjusted by the silver price: not hammered. Gold/Silver…
Inflation expectations are not buying the blowout January Payrolls report The 10 year breakeven inflation rate has been declining (the 5 year is similar) for the better part of a…
As FOMC readies its .25% rate hike today… In 2021 and 2022 we called the Federal Reserve "tardy" on several occasions as they doggedly held to their "transitory" inflation stance…
December CPI report shows continued moderation of (lagging) inflation signals The December CPI report is out at BLS. Here is the table of details. Meanwhile, markets from gold to stocks…
I know a lot of subscribers read Tom McClellan, an analyst/newsletter writer who looks for market clues in market correlations and relationships, much like your letter writer does. In his…
NFTRH 738 Happy New Year? Financially speaking, if we can plan well enough before 2023 unfolds and then keep the analytical ship on coarse through the adjustments that are sure…
As the November CPI report moderates, disinflation continues apace As the great and powerful Fed of Oz prepares to render his decision (ha ha ha) on the Fed Funds rate,…
The gold/inflation expectations (GLD/RINF) ratio has bounced within a major daily chart downtrend To finish turning the macro from inflationary to dis/de-flationary, we'll need to see gold bust its downtrend…
30 year Treasury bond yield pulls back from 4.4% to 3.4% (on cue) I'd like to not so humbly note for public readers that long before the rising rates hysteria…
NFTRH 734 was just uploaded for subscribers. We were among the first to the Q4-Q1 party theme and now the herds have joined. There are short and long-term parameters and…
NFTRH 732 is uploaded to the archive for subscribers. It does not break much new ground but it does reinforce and add clarity to our ongoing, and thus far on…
The 30 year Treasury bond yield (Continuum) is 100% on the NFTRH plan The plan was set in motion when first the the 30 year Treasury yield (TYX) took out…
Trey was an NFTRH subscriber back when he was a research analyst at Sprott, and has since gone on to form or at least become a major part of the…