Here are some clips from NFTRH 419's Macro & Market Indicators segment. There was a lot more information and interpretation in the original segment and the report on the whole,…
Let's take a quick look at the state of bonds, yields and spreads. First, remember when we projected upside of 138 on TLT? Remember when they (momo freaks, people stampeding…
With the state of post-Op/Twist systemic dysfunction, there are no absolutes, but... Generally, a rising yield curve (after years of Goldilocks and her favored declining curve) would signal changes in…
There are two kinds of gold bugs. The first kind is the cult figure/cult member who has swallowed all the dogma and spewed enough of his own. He is enlisted…
HUI is dropping further into the support zone. We are giving this down to 180 or so, which would get it quite over sold if registered. S&P 500 continues to…
US Stock Market: Trend is bullish, but other than the big display in the Semis last week and a bullish looking Tranny, most items remain below the key parameter we…
Below is the opening segment of the September 25 edition of Notes From the Rabbit Hole, NFTRH 414... The Bank of Japan gave us a glimpse as to just how…
Considering our recent focus on yields and yield curves, here's one of those lunatic macro charts trying to say too much while achieving its goal of making your head spin. …
A look at the yield curve by weekly chart. Sooner or later one of these breakouts will be real and it will signal the end of the era of confidence…
Let's take a stroll through the interest rate situation, using daily charts instead of the usual bigger picture weeklies a day after Lael Brainard schooled us about the "new normal"…
US yields are not aligned for the inflationary view as the yield curve sags once again today (2 year yields up, long-term yields down). Japanese bond yields have popped on,…
The BoE, in battling the fallout from Brexit (a decelerating economy), has dropped rates to .25%. Bond markets cheer, with US yields dropping (bonds up) and global bonds rising. From…
Amid the ongoing 'crashing interest rates!' hysterics, NFTRH 403 noted the following about the 2 year yield... "US 2 year yields are at the trend line. Be careful here in…
I own Thing 2 (XLU) from an NFTRH+ update, but took profit (and dividends) on its running mate, TLT. TLT is the 'long bond' iShares and it is roughly inverse…