Inflation is Brewing…
As if I have not pounded the table on the theme enough already, I'll highlight Brad Zigler, who is on the same theme... Inflation's Been a Dud He echoes my…
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June 27, 2016
These Two Things Are Blowing Off
TLT (long-term T bonds) and TIP-TLT ('inflation expectations gauge) are blowing off. One to the up, the other to the down. When the blow out comes the reversals in the…
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June 27, 2016
NFTRH 401 Out Now
Actually, it went out several hours ago but I'm just getting to the promo now. Sentiment is setting up for stocks and against safe havens, which means on a contrarian…
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June 26, 2016
Gold vs. Stocks, Weekly Close; Fundamentals Firmer
From NFTRH 400 last weekend... "Gold vs. Stock Markets continues to look good across the board. I realize that BREXIT is on the way and there are those proclaiming how…
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June 24, 2016
Gold vs…
With no commentary, as the theme should be obvious. Although I’ll note it is not a pro-gold bug post (they’re doing enough chest thumping on their own), it is a ‘pro-preferred big picture theme, but perhaps pushing an inflation play out further’ post.
Gold (GLD) vs. SPY
GLD vs. USO
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June 24, 2016
NFTRH 400 Out Now
This week with the 400th edition we take a little stroll down memory lane, from NFTRH's humble beginnings on 9/28/08 to today. Below is our nice little story but what…
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June 19, 2016
Silver-Gold Ratio Updated
In the previous post we see inflation expectations so well tamped down. In this post we look at silver's break out of a consolidation channel vs. gold. If TIP-TLT is…
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June 14, 2016
NFTRH 399 Out Now
The gold sector's fundamental backdrop improved with gold vs. stock markets holding up trend parameters. But the majority may see dollar weakness as a key to the sector's fundamentals. These…
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June 12, 2016
2 Horsemen Ride w/ #1 Back in the Saddle
Yesterday we noted the Gold-Silver ratio and the US dollar would not remain disconnected and with today's market disturbance, indeed they are back on the same page. While gold is…
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June 10, 2016
NFTRH 398 Out Now
45 pages and not nearly as difficult to get through as that sounds. Things seem very clear to me about what is going on with the macro backdrop. The May…
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June 5, 2016
‘Inflation Trade’ Alive and Well
I don't write the title because the precious metals took off today on the bad jobs report. Far from it. That is what gold is supposed to do under such…
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June 3, 2016
Inflation Expectations Sagging
We have been noting that a 10 year break even rate of around 1.6% was the line in the sand on a continued 'inflation trade' after the bounce. The 10yr…
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June 2, 2016
NFTRH 397 Out Now
Our doggie (Spike) back from his adventure, it was time to settle in and write a good, comprehensive report on the financial markets. So I did; 40 clear and actionable…
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May 29, 2016
Gold Ratio Charts
Gold vs. Commodities is still intact, but Gold-Oil has nearly been cut in half from its highs (I think oil is over baked, but...). That is a building fundamental pressure…
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May 27, 2016
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