Read more about the article NFTRH+; Almost too perfect

NFTRH+; Almost too perfect

Watching two elements of the macro markets we note that they are playing ball with each other nicely. As the 30yr yield looks upward to 2.5% to 2.7%... ...its big…

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Read more about the article NFTRH+; The next leg?

NFTRH+; The next leg?

We have not discussed the 30yr Treasury yield 'Continuum' for a while because it has been clustering in a consolidation as the frustrating macro of 2021 continues into 2022. If…

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Read more about the article NFTRH+; Macro update

NFTRH+; Macro update

While it appears that the next and possibly final leg* of the inflation is underway, the US dollar and Gold/Silver ratio (our macro indicators that would guide the other way…

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Read more about the article NFTRH+; Today’s market

NFTRH+; Today’s market

Quick pics and brief comments. SPX recovers to near an all-time high after a sentiment micro-twitch, NDX ticks a new high and SOX recovers above the SMA 50, regardless of…

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Read more about the article Decision point

Decision point

As long-term yields decline... We have a headline this morning that is so in accordance with the times. Where just a few months ago the hysteria was toward inflation and…

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Read more about the article NFTRH+; Yields & Gold Stocks

NFTRH+; Yields & Gold Stocks

I went to the track for some exercise, came back and yields had reversed back up and HUI back down, in-day. It is a microcosm of what I expect in…

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Read more about the article Your Macro guide, the 30yr Treasury yield

Your Macro guide, the 30yr Treasury yield

30yr Treasury yield and markets/internals tied to it What markets and market internals are dependent upon an inflationary rise in long-term yields? Anyone? Beuller? For "best of breed" top down…

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