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 includes an in-depth weekly market…
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. There are two potential outcomes…
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 the spring. We were, it…
First they came for the gold stocks... Then they came for resource rich, emerging economies... Then they came for commodities... What's next? Will the Teflon Don (AKA the S&P 500)…
#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 I get to what's important…
Why this is the time to invest in precious metals Not your mother's inflation Personally, I am more interested in the mechanics of inflation and the compelling charts in this…
Cyclical markets in relation to gold indicate reflation is still on, but... The most inflation sensitive markets are still trouncing gold, while certain stock markets are flipping suspect and the…
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.