NFTRH 745
Inflation Redux? It is a valid question, given all the noise about inflation over the last couple of weeks. This was driven by the theoretically cost-pushing January payrolls report, CPI…
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February 19, 2023
NFTRH+; Gold ratios show interim Goldilocks economy, let’s review details
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…
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February 13, 2023
NFTRH 744
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,…
February 12, 2023
As the Gold price gets hammered…
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…
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February 3, 2023
NFTRH 742
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…
January 29, 2023
NFTRH 741 [edit/update added]
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…
January 22, 2023
NFTRH 740, out now
A good one, that #740. Helpful to its writer and to boot, it's got stock charts! NFTRH 740, out now...
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January 15, 2023
Q4-Q1 rally regains its mojo, led by the miners
Copper and Gold miners are leading the Q4-Q1 rally in broad asset markets Back in October we began to plan the prospect of a relief rally that would be fueled…
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January 13, 2023
Strategy is working well so far
It's the Q4-Q1 relief play, baby It's getting easier and easier now to be bullish, but that is the product of FOMO* in the herds. Hence, today was my last…
January 12, 2023
NFTRH 739, out now
It's back to a normal PDF format this week and NFTRH 739 digs into the particulars of the Q4-Q1 rally theme and also examines its leadership, including and especially the…
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January 8, 2023
Copper/Gold ratio and the inflated macro
The Copper/Gold ratio broke down as expected in 2022 In 2021 we noted for month after uneventful month the most recent consolidation at resistance by the ratio of the copper…
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January 3, 2023
NFTRH 738
NFTRH 738 Happy New Year? Financially speaking, if we can plan well enough before 2023 unfolds and then keep the analytical ship on coarse through the adjustments that are sure…
January 1, 2023
NFTRH 737
NFTRH 737 Merry Christmas folks, and happy holidays of all persuasions. Let's jump into an abbreviated, summary style report [edit: of course it did not quite go that way as…
December 24, 2022