If you’re a nerd, you find this amazing
2 year Treasury bond yield continues to diverge T-bills Well, this nerd is amazed by it (and several other out of whack macro indicators), at least. The 3 month T-bill…
2 year Treasury bond yield continues to diverge T-bills Well, this nerd is amazed by it (and several other out of whack macro indicators), at least. The 3 month T-bill…
[edit] As per the NFTRH Trade Log a few moments ago... 9.13.19: Taking profit on 2nd TBT position (still holding 1st as part of the makeshift curve steepener w/ SHY…
"There is nothing wrong with your television set [market signaling]. Do not attempt to adjust the picture [ratios, indicators, free market inputs]. We are controlling transmission [of the signals you…
I have held SHY (1-3 year Treasury bond fund) as a cash equivalent for many months now. It's paid out a lot of good income (chart 1 includes the income)…
Why, it's the Pigs. Despite all the interest rate hype the Banks, which should benefit from a breakout in long-term yields, are still bearish. In a now public update yesterday…
As noted in this week's NFTRH US & Global Market Internals segment, an important leader is failing to lead. That is all the more notable because said important leader is…
So Heisenberg notes... Bad News For That Massive Treasury Short As Goldman Slashes Bond Yield Forecasts Last Friday, when the latest CFTC data hit, Jeff Gundlach was pretty adamant about the…
It's a bullish looking bounce pattern for 7-10 year bonds, even as Anthony noted that the Treasury was selling $28B in 10yr Notes on Wednesday. A bounce in bonds, as…
With the big picture macro implications of this potential secular crossroads in yields... ...it is probably important to keep an eye on companion indicators to long-term yields. Subscribe to NFTRH…
[edit] Today I took profit (principal & interest) on 7-10 year Treasury fund IEF in order to concentrate on the shorter end of the curve for 'cash equivalent' income. With…
The TIP/IEF 'inflation gauge' is still motoring upward after breaking above the SMA 200. If this turns the 200 up along with the MA 50 it could indicate a mini…
Look, I know I am the boring macro guy. I know you want me to tell you when gold stocks are going to go up or how long this tech…
I am staying patient on this not only because the daily charts have not completely given up the rising yields play, but also because the monthly charts still look poised…
Well, you can't win 'em all. I am still holding TBT but I did not want to see the lower low that came about today. Yet I've drawn in some…