precious metals

alice
NFTRH Interim Updates

NFTRH Update; US Dollar & Market Update

A very simple update (it ended up being a little less simple, as usual) for a very simple situation.  We have noted that an anti-USD ‘inflation trade’ bounce has been in progress.  This has featured rising stocks, commodities and yes gold bugs, precious metals.  It’s Bob Hoye’s “all one market” syndrome and it is predicated on perceptions of a dovish Fed, a weak US dollar and the momentum of speculators.

(more…)

Comments Off on NFTRH Update; US Dollar & Market Update
June 10, 2016
Inflation & Deflation

Did Someone Say Inflation?

Well yes, we've been saying the word "inflation" a lot lately.  Especially as part of the term "inflation trade". Post-Jobs "What does it mean?  Well for one thing, the Fed…

Comments Off on Did Someone Say Inflation?
June 8, 2016
NFTRH

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…

Comments Off on NFTRH 398 Out Now
June 5, 2016
NFTRH

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…

Comments Off on NFTRH 397 Out Now
May 29, 2016
Inflation & Deflation

It Feels Like Inflation

Last night's post on the US stock market ended as follows: "As far as the Fed and its puny rate hikes are concerned, that is irrelevant.  This market is flipping…

Comments Off on It Feels Like Inflation
May 26, 2016
NFTRH

NFTRH 396 Out Now

Okay, I'm pooped.  No promo.  :-( [edit] Well yes, there is a promo.  It's from subscriber Joe F:  "So fucking good." Subscribe to NFTRH Premium for your 25-35 page weekly…

Comments Off on NFTRH 396 Out Now
May 22, 2016
Financial Markets

US Stocks and Precious Metals

Having fun yet?  If you are a bull or a bear you have probably been annoyed plenty lately as SPX builds out a cute little H&S pattern and chops everybody…

Comments Off on US Stocks and Precious Metals
May 17, 2016
NFTRH

NFTRH 395 Out Now

41 pages to make a few simple points?  Well yes, a few simple, yet critical points and a whole lot of other perspective and updating of the whole global financial…

Comments Off on NFTRH 395 Out Now
May 15, 2016
NFTRH

NFTRH 394 Out Now

I've got to run as it's time to get ready to take out Mom, so here is the majority of the email that accompanied the report to subscribers this morning. …

Comments Off on NFTRH 394 Out Now
May 8, 2016
NFTRH

NFTRH 393 Out Now

We talk a lot about USD, Yen, the 'inflation trade' and of course, silver.  We set targets, parameters and risk profiles.  We personally benefit once again from grinding out this…

Comments Off on NFTRH 393 Out Now
May 1, 2016
alice
NFTRH Interim Updates

NFTRH; Precious Metals Update

HUI has, barring a spectacular reversal, cleared the most recent target of 211 and with unrelenting strength.  I have added RSI to the weekly chart we have used to plot the bull market signals of 211 (door opener), 251 and 261 (confirmers).  RSI is getting over bought.  The implication is that when a correction comes it is going to be an extended affair unlike the sideways to down consolidation and small bull flag pullbacks to date.

(more…)

Comments Off on NFTRH; Precious Metals Update
April 29, 2016
alice
Financial Markets / NFTRH Interim Updates

NFTRH; Pre-FOMC Notes and Charts

A look at how a few markets are setting up pre-FOMC.

The charts are what they are, but we are dependent upon what the Fed may or may not put out there on Wednesday.  I would put the odds of a rate hike at just this side of zero.  But they are free to leave forward looking wording as is or do a little tweaking from the currently ultra dovish stance toward at least opening a discussion for rate hike expectations for June.

(more…)

Comments Off on NFTRH; Pre-FOMC Notes and Charts
April 26, 2016
alice
NFTRH Interim Updates

NFTRH; A ‘Look-Ahead’ at Investments for a Weak Dollar

A look-ahead to some of the US and global markets and sectors that would benefit from a weaker dollar, which is the theme shaping up on the macro as the Fed backs away from support of the currency and joins the global currency Whack-a-Mole game.  Obviously, that which has suffered disproportionately under a strong dollar regime would benefit if/as it weakens.

(more…)

Comments Off on NFTRH; A ‘Look-Ahead’ at Investments for a Weak Dollar
March 31, 2016
Inflation & Deflation

At the Gateway to a New Phase

The market, despite weakening corporate profits and several other headwinds, has decided it liked what it heard from the Inflator in Chief yesterday as it has scored the game Janet Yellen 2, Hawks in Drag 1 and US dollar 0.  Is it a final score?  I am not sure how our hawkish transvestites can be taken seriously now.

But with a market running on the black boxes of a million quants, large and small, who knows what will happen the next time some clown decides to eat a microphone and dispense dissonance into a situation that Yellen seems very clear on; as my late friend Jonathan Auerbach once famously said (it was famous to me anyway) as we prepared for the post-2008 inflation phase, “it’s inflation all the way baby!”

(more…)

Comments Off on At the Gateway to a New Phase
March 30, 2016