NFTRH+; vs. Gold
Ratios of risk 'on' and pro-cyclical assets to gold are important for our macro view. Let's take a look at some of the hot plays that are consolidating and/or turning…
Comments Off on NFTRH+; vs. Gold
June 2, 2021
Gold vs. SPY (and other markets/assets)
Gold is now bouncing vs. most risk 'on', inflation-sensitive and/or cyclical markets/assets Since first noting the very spark of an initial hint in NFTRH 653 and then again in this…
Comments Off on Gold vs. SPY (and other markets/assets)
May 19, 2021
![Read more about the article Request: A Good and Reputable Oil & Gas Authority [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2020/05/oil3-1.png?fit=416%2C190&quality=80&ssl=1)
Request: A Good and Reputable Oil & Gas Authority [w/ edit]
[edit] He is actually looking for other research viewpoints in order to refute or confirm the information in the report below. A global fund manager I do some work with…
Comments Off on Request: A Good and Reputable Oil & Gas Authority [w/ edit]
May 9, 2020
NFTRH; Opportunity at Hand?
To answer the title's question, it feels climactic, with crude oil now leading the charge in the Bear Olympics race to the bottom. -24% in a day. That is breathtaking.…
Comments Off on NFTRH; Opportunity at Hand?
March 9, 2020
![Read more about the article What Expiring Bubbles Look Like [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2020/01/silver2011-1.png?fit=363%2C216&quality=80&ssl=1)
What Expiring Bubbles Look Like [w/ edit]
The Nasdaq bubble popped in 2000 after motoring upward on increasing volume in two separate phases. Volume rammed upward and RSI diverged. Like shootin' fish in a barrel it was,…
Comments Off on What Expiring Bubbles Look Like [w/ edit]
January 16, 2020
NFTRH; Market Knee Jerk Playbook: US-Iran Edition
I checked the futures this morning only to see broad stocks down after yesterday's 'China stimulus' party. I saw copper down but oil up and there was gold (and to…
Comments Off on NFTRH; Market Knee Jerk Playbook: US-Iran Edition
January 3, 2020
Wonder What Oil Producing Nation Stands to Benefit from the Saudi Strike
Oh yes, it's Russia. And yes, I am holding ERUS after a buy back on the most recent uptrend pullback (per the Trade Log and NFTRH reports, of course). It's…
Comments Off on Wonder What Oil Producing Nation Stands to Benefit from the Saudi Strike
September 16, 2019
Pretty Pictures for Gold Bugs (gold ratios)
Backing out the trade noise and taking the charts straight up for what they are, here are gold's ratios (and thereby, fundamental implications) using ETFs as the vehicles. Notice the…
Comments Off on Pretty Pictures for Gold Bugs (gold ratios)
May 23, 2019
The Gold/Oil Ratio Has Something To Say
See? I told you... A gold miner fundamental consideration has a very different Q4 from Q3. Now, taking into consideration that it is almost ritual for inflationist gold bugs to…
Comments Off on The Gold/Oil Ratio Has Something To Say
November 23, 2018
Big Picture Update on Commodities & Precious Metals
Some monthly charts of interest in the commodity sector, including precious metals. CRB Index dwells below key resistance. A break of 200 would target around 250 in 2018. CRB/SPX Ratio…
Comments Off on Big Picture Update on Commodities & Precious Metals
December 29, 2017
Close Up on Au/GYX & Au/WTIC
Folks, far be it from me to go all gold pumper on you, but also far be it from me not to show you things I find interesting, even if…
Comments Off on Close Up on Au/GYX & Au/WTIC
December 6, 2017
Perspective on the Gold/Oil Ratio, Macro Fundamentals and a Gold Sector Bottom
[edit] Post includes corrections to dates in paragraph 4 and the 2nd paragraph after the macrocosm graphic. This is what happens when you rush your work! This was going to…
Comments Off on Perspective on the Gold/Oil Ratio, Macro Fundamentals and a Gold Sector Bottom
November 17, 2017
NFTRH; SPX, 10yr Yield, Oil & Gold
It's been a tough market for day to day management (for me, anyway) because the futures open down and then the thing spends all day recovering the opening losses. I…
Comments Off on NFTRH; SPX, 10yr Yield, Oil & Gold
November 15, 2017
Oil & Copper Are Trend Down
There is a lot of hype regenerating in the commodity/resources/hard assets patch. 'Core CPI is elevating and the Fed is behind the curve!' goes the pitch. Well maybe, but the…
Comments Off on Oil & Copper Are Trend Down
March 9, 2016