Inflation Trade, in Progress Since Gold Kicked it Off in Q1 2016
I am sure you remember the lead up to Q1 2016. The US economy and stock market were transitioning from a Goldilocks environment and narrowly avoiding a bear market while…
I am sure you remember the lead up to Q1 2016. The US economy and stock market were transitioning from a Goldilocks environment and narrowly avoiding a bear market while…
As per recent analysis, the gold and silver CoT are constructive for a bounce/rally and so too are the Silver/Gold (SGR) and HUI/Gold (HGR) ratios. While SGR is constructive for…
US Treasury Bonds/Yields On May 20 we presented a case in NFTRH 500 that the bearish bond play (bullish yields) was done, at least temporarily, from a contrarian perspective. About…
I am not sure what caused the decline in markets, including the precious metals this morning (other than a spike in long-term yields) because I had an early commitment (as…
I will be leaving today for a couple days on the road. I'll have my laptop but will not be market watching very closely. So I thought I'd post an…
Since early 2016 we have been carrying forward a theme illustrating that until the macro trends in place since 2011 change, the situation would be as is, stocks trending up…
They are giving us the play-by-play on why the stock market is puking (click the headline to go to Bloomberg and read all about it). It's all about 3% on…
Remember not long ago when stock investors were encouraged by the media to fear rising long-term interest rates? Remember how we said that stocks would likely rise along with rates…
A stroll through time with TYX & SPX. A great bull market in stocks began in the early 1980s after yields topped out and began to decline from very lofty…
In February Amigo #2 braced for 10yr & 30yr yields to hit their limiters as noted by the black arrows. We noted that while this was a warning, no real…
Let's take a simple checkup on daily charts across several areas. Dow broke through the underside of a Symmetrical Triangle but until a lower low to the March 2 low…
In NFTRH 490 we noted that the market had a sentiment underpinning that could see more short-term upside. Monday was positive and today gapped up to open and spent the…
You thought I was done with the Amigos shtick, did you? Not by a long shot ma'am. They are the happy-go-lucky riders in play as the stock bull market churns…
Our short-term theme has been that the new Fed chairman's interest rate comments and Trump's steel tariffs uproar would be unwound with a bounce before the market shows its cards,…