The inflation trades are fading and gold is ascending to its rightful place in the disinflationary macro The favored NFTRH plan is working out well as we planned the Q4…
The government is stepping in to bail out SVB depositors and the banks are still tanking. Graphic is linked to the article. As a side note, the government says that…
I hate to be swayed by a man's jawbone, but you will recall that last spring said jawbone did a lot of damage and launched a bear market. So I…
Another Positive Interim Macro Signal Last week we noted two market leadership signals, one positive (Semiconductor and Tech leadership) and one potentially negative (Healthcare relative to the broad market). The…
Observations in US pre-market Yields are bumping up again, putting further strain on bonds as would-be indications of easing inflation fears. The 10yr note has taken out its December low…
Gold ratios to cyclical assets have weakened during an interim Goldilocks phase It's just the way it is at the moment as gold's ratios to cyclical assets show an at…
Admin Welcome to the new version of the website. While there are probably some tweaks yet to be made, the nuts and bolts of it are as I'd like. Specifically,…
The gold price is getting hammered, but its ratios generally are not... And that means something. Using the associated ETFs... Gold price adjusted by the silver price: not hammered. Gold/Silver…
Admin Notes I am still getting used to the modern Wordpress post editor I've forced myself to start using. So if you can bear with any glitches, learning curves and/or…
NFTRH 741 [edit] Regarding the 30yr yield continuum below, a subscriber inquired about how I interpret the yield and its future direction. I answered thusly... I wish I could be…
A good one, that #740. Helpful to its writer and to boot, it's got stock charts! NFTRH 740, out now...