The Fed is forced to pay you to stay safe
As the Fed fights the last war (on inflation) the result is a rare thing; a bear market haven called cash, paying increasing income Safety Vehicles Gold: For long-term financial…
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October 20, 2022
NFTRH 631 Excerpt: I Feel Too Smart
From the Opening Notes segment of NFTRH 631 (hint: I'm not too smart and luckily I know it)... The tack since mid-year has been to hold on to the vast…
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November 30, 2020
The Best Position
With the post's title I am speaking for me; a person who cannot possibly be a committed bull due to my idealist revulsion at what the bull market was built…
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October 24, 2018
Stupid Cash Holders
A so painful it's funny post by Otto over at IKN brings to light how even the best and brightest can be made to look stupid by the markets (it's…
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February 6, 2018
A Great Day in the Market! So What?
This is one of those posts that started out as a regular blurb and then it just wouldn't stop talking, rambling on, getting a little preachy here, promotional there and…
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May 25, 2017
A Risk Manager Continues Speaking…
[edit] This from a long-time NFTRH subscriber... "Based on my more than 40 years experience as a portfolio manager and financial adviser I can only say: how right you are!"…
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May 20, 2016
NFTRH; Junk-Quality Credit Spreads
Junk bond fund HYG is breaking below the 50 and 200 day moving averages. HYG in relation to long-term Treasury bonds never did break above the moving averages and you…
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November 14, 2014
Precious Metals: Risk Management to Opportunity
What Has Been
A solid 2.5 years of risk management (to varying degrees) has been required of precious metals investors. It was most intensely required after the announcement of QE3, when the net commercial short position in silver began a relentless march toward a very bearish alignment in late 2012 and then the HUI Gold Bugs index lost an important support level at around 460. Here is the chart of silver with a heavy commercial net short position from NFTRH 215, dated 12.2.12:
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January 7, 2014
Technical Analysis – Put Egos Aside & Respect the Charts
Case-based 'White Paper' on the importance of unbiased TA: I would like to repeat the idea that it is best to subordinate yourself to markets at all times. To put…
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March 27, 2013