After Inflationist Bugs FOMO at the Mouth, GDX & Inflation Signals Go the Other Way

Daily looks in-market are not meant to be a science. It is longer trends that eventually reveal the logic of ongoing macro moves. But I do find it interesting that on a day when inflation expectations gauges were pressured GDX broke out of its bullish flag, and on a day when those gauges are jumping GDX is on a pullback. What do you think, Beuller? … Continue reading After Inflationist Bugs FOMO at the Mouth, GDX & Inflation Signals Go the Other Way

‘Inflation Expectations’ Update

First off, you can review all of the CPI’s details here, courtesy of Michael “the inflation guy” Ashton:  Post-CPI Now back to the market indicators we have used to gauge this renewal of deflation fears since June 2, we find TLT in essence, at target. And TIP vs. TLT (inflation expectations gauge) making what could be a double bottom. I just don’t know where the … Continue reading ‘Inflation Expectations’ Update

nftrh plus

NFTRH+; TLT Revisited, TIP Reviewed

With reference to Michael Ashton’s post at Biiwii… No Strategic Reason to Own Nominal Bonds Now Mike Ashton is also known as the “inflation guy” and for good reason, his knowledge of the CPI, inflation indexing and hedging is second to none in my opinion. That said, the NFTRH+ trade on TLT (a play on deflation, among other things), as with all NFTRH+ ideas, is … Continue reading NFTRH+; TLT Revisited, TIP Reviewed