NFTRH 768
Notes From the Rabbit Hole, #768 Summary US Stock Market: While late stage rotations appear to be in play Semi & big Tech leadership held and remained intact. Bullish is…
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July 30, 2023
Commodities and the 30 Year Treasury Yield
Commodities and the 30 year Treasury Yield 'Continuum' Commodities are usually well aligned with inflation signaling from the bond market (nominal yields, yield curves, inflation expectations, etc.). My current views…
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July 25, 2023
NFTRH+; History & Implications of the Continuum (important update as an add-on to NFTRH 766)
A subscriber asked for a chart of the 30yr Treasury yield showing longer history and that prompted this update. Interestingly, the Continuum of pleasantly declining long-term Treasury yields (bond bull…
July 17, 2023
US Dollar Ticks a Lower Low, May Lose Important Support at the 101 Area
The US Dollar made a lower low on Wednesday as the June CPI continued the disinflationary trend How long will he tilt at the inflationary windmill? A hawkish Fed has…
July 12, 2023
NFTRH+; Post-CPI, on Plan
The deceleration in backward looking inflation signals continues, to little surprise. We have been managing a Goldilocks macro (inflation not too hot, not too cold) and that is where we…
July 12, 2023
NFTRH+; A Negative Gold Indicator or a Positive Inflation Indicator? [w/ edit]
I neglected to include this in NFTRH 764, so here it is as an update. While we are managing a normal correction in gold and ultimately bullish forward prospects when…
July 2, 2023
Goldilocks Rally Intact [w/ edit]
The Goldilocks Rally, led by Tech/Growth stocks, motors on [edit] No sooner was this posted than Q1 GDP was revised upward from 1.2% to 2%. It's stuff like that that…
June 29, 2023
After the Yield Curve inversion; bear market rally to end, precious metals to bottom
As the 10yr-2yr yield curve inversion plays out, the time is coming for a turn in fortunes Before proceeding, I'd like to remind you that this article is not written…
June 23, 2023
A Fed rate pause, and then?
After a Fed rate pause (or "skip" as they're billing it) in June, July will be the key meeting As noted in yesterday's post, a Fed rate pause for June…
June 14, 2023
NFTRH 758
Notes From the Rabbit Hole, #758 Summary of NFTRH 758 and the macro situation leading up to it US stock market held the rally and continues with a Goldilocks theme…
May 21, 2023
Man talks… and talks… and talks some more… about gold and stuff
I talked with a nice gentleman named Tom yesterday. Here is the video. Hint: if you are looking to pass some time more quickly, just open your yap and don't…
May 12, 2023
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