US Dollar Updated

A simple update of USD. Daily USD has been gently ambling down from its high over 100.  94 (+/-) has been a likely target.  Uncle Buck sent a scout down…

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FOMC Accelerant

These moves were likely either sooner or later, and the FOMC's sorta kinda change of wording was just the accelerant needed. Uncle Buck is taking a break... ...and EUR/USD is…

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USD, Economy & Policy

Excerpted from the March 15 edition of Notes From the Rabbit Hole, NFTRH 334: As the title suggests I want to talk more and chart a little less this week. …

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NFTRH 334 Out Now

An important new theme is introduced with respect to the Fed and its unruly subject, Uncle Buck.  Lot's of other good stuff too. Subscribe to NFTRH Premium for your 25-35…

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Short-Term Yields and the FOMC

So next week the drama will unfold once again on Wednesday as a bunch of interest rate manipulators make a "decision".  The 2 year yield has been telling them since…

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USD and Euro

I'll let you extrapolate for yourself based on the theme; with the theme being that 2 major currencies at the heart of so many current trends are ripe for reversal. …

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USD & Europe

I have positions in both hedged and unhedged Europe, as you know.  This was due to the (thus far incorrect) view that the USD would correct and the Euro bounce.…

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Market Update

Usually on Wednesday mornings we do a standard ETF update.  But given the interesting things happening across several markets, this morning I thought I’d do a freer flowing update.

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Commodities & US Dollar

We have been expecting a correction in the USD to come about sooner or later.  With crude oil up again today I wanted to give you a view of the…

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2 Horsemen

Gold-Silver ratio continues to imply that Uncle Buck can take a break and that inflation-sensitive items may catch a break. Subscribe to NFTRH Premium for your 25-35 page weekly report,…

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2 Horsemen Diverge

One rider seems to be stating that the other rider is not long for its rally.  Isn't this a turn of events?  Uncle Buck up, stocks down, commodities down and…

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World’s Best Investment!

What if I told you there is a 'no risk' investment that will out perform the S&P 500, even assuming the S&P 500 will continue upward at the pace it…

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2 Horsemen Diverge

The 2 Horsemen of the Apocalypse are riding divergent paths again, this time with the Gold-Silver ratio popping (implying systemic stresses) and the US dollar declining. Interpretation?  Well dear reader,…

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