NFTRH 665 is good. There's my promo. I'm beat. For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market…
The screenshot of page 1 tells it all. Well, maybe not but it's a cool picture. This week's report drills in depth to the macro topics that I think are…
Pretty please with sugar on top, let the markets correct Because this week I did the very thing that exposes my dark side by shorting leveraged mid-caps (MIDU) and this…
NFTRH 663 is loaded with valuable information for this very moment in time because we are at a macro decision point and only work done from the top down will…
While the interest rate backdrop swings favorable, other gold indicators are not yet While real yields are negative (positive for gold) and credit spreads are weakening (positive for gold) the…
Disinflation was led dutifully by the TSX-V/TSX ratio Back on June 21 we noted that the TSX-V/TSX ratio was negatively diverging inflation expectations. That is the ratio of Canada's speculative…
Screenshot, inform the nice people of what can be expected in NFTRH 662.
And with that is off to get some sun and exercise. For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth…
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…
It's abbreviated for the holiday weekend, but it's on the main points, keeping things relatively breezy but focused. NFTRH 657, out now... For "best of breed" top down analysis of…
Blah blah blah. And furthermore, blah blah. No seriously, it's a lot more than blah blah and its out now. For "best of breed" top down analysis of all major…
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…
It started with the intention of a breezy, abbreviated and easy to work through report and morphed into a fairly easy to work through (IMO) but comprehensive report that was…
And now it's off to mow the lawn for the first time this season. Yay me. For "best of breed" top down analysis of all major markets, subscribe to NFTRH…