The April PPI report continues the disinflationary theme The April PPI report came in to the disinflationary side, and as a side note unemployment claims jumped to the highest level…
Dedollarisation; the hip new buzz phrase may actually play out this time, for a while The multitude of analysts that have been waiting for the "death of the dollar" (DoD)…
It's been two decades of pain with interim bullish flashes in gold stocks, and the herds are painfully aware. They've learned their lesson and now they'll miss a coming opportunity…
Inflation is cooling, as measured by the CPI Surprised that inflation is cooling? Not if you've been reading this website or more intensely, NFTRH Premium over the last year. Inflation…
Disinflation and inflation over the last few decades show that disinflationary signaling and inflationary actions have worked together to increase prices, drop buying power Exhibit A: The Continuum of gently…
This inflation phase is done, so says the bond market It is as I've been saying for at least a half a year now; inflation is done. For this cycle…
If the decades old bubble in paper assets is ending, that's why gold! Various promotions along the way of the Continuum have distilled the case for gold down to handy…
The Silver/Gold ratio continues to flash positive, short-term (ref. NFTRH 750) The Silver/Gold ratio (SGR) is an indicator favoring inflation and cyclical markets when it is rising. Recall that it…
NFTRH 750 Executive Summary Now that I've settled in to the preferred presentation format (online, convertible to PDF, as opposed to creating using Pages/PDF documents) I want to go back…
Janet Yellen is sooth saying the markets about the bank sector meltdown going on. It is government, not the Fed that is applying the band aids, talking about bailouts and…
A deflationary yield curve steepener is hinted at but not yet activated How do we know that the recent spike is a would-be deflationary yield curve steepener? We know because…
The inflation trades are fading and gold is ascending to its rightful place in the disinflationary macro The favored NFTRH plan is working out well as we planned the Q4…
The NFTRH view has been for a macro transition from inflation (past) to 'Goldilocks' (present) to deflation (later) Since projecting the Q4-Q1 broad market rally back in November, we have…