After a whipsaw into and through ‘Fed minutes’ Wednesday, the week ends with an important theme intact. All the usual key aspects are updated and
A few pictures and impressions, pre-CPI. It is possible that the HUI/SPX ratio double bottomed in early November. Of course, that could also have been
Tell ’em screenshot. Scratch the surface of what you’re all about so that the nice people might get an idea of the value you provide.
It’s FOMC week. And who really cares? The analysis does not really care. It lays out the status of the inflation trades and the precious
#678 slims down just a bit but covers the relevant areas. And sure, we went macro again in order to help my own orientation, along
Just moving along with the pre-Stag inflationary macro, noting opportunities and cautions alike… NFTRH 677, out now. For “best of breed” top down analysis of
Very helpful, Mr. 676. Very helpful indeed. I wrote you, but I did not necessarily have full clarity of what you taught me this week.
While including some personal editorial comments about gold and the precious metals sector #674 does all the real work with respect to the whole macro
And now my labor is done (for a day)… For “best of breed” top down analysis of all major markets, subscribe to NFTRH Premium, which
NFTRH 670 was uploaded for subscribers earlier today. It’s on point with the caveat being that I do not yet know what the point is.
Through hard and thorough work we are right with the macro. Nobody that I know of was talking about a summer cool down back in
#668 is shorter than normal, but this is the new normal where I will stop routinely over-working only to antagonize some people. I’ll make sure