Long-term Yields; 1 of 3 Amigos That Will Signal the Macro
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…
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…
If this morning's break above resistance is real you'll need to have your thinking caps on in the coming weeks. It's about to get really noisy out there. If the…
Sometimes I look at individual stocks and ask myself something like this, using Intel as the current example: 'how, if the market is going to go bearish [in Q4] can…
A look at the road directly ahead using daily charts. Gold has been in a clear series of higher highs and higher lows in 2017. That is bullish. I'd expect…
The wash-rinse-repeat cycle continues along in Treasury bonds and Bloomberg and its poster girl of the day for an alarming headline, Louise Yamada, may finally be right a half a…
If risk is going 'off' then gold's time would likely come sooner rather than later. But since we cannot control what the macro markets do we can say it is…
Using tools like the Public Optimism Index (OPTIX), the Commercial Hedgers' net short/long data (by way of Sentimentrader) and plain old common sense, we have nailed a low of some…
I had to add all the !!!!! because as in the mainstream media, this little outpost wants to get your attention and get you all riled up. Here's the headline…
I continue to hold long-term Treasury bonds against stock market positions, despite yesterday's shift in Fed orientation (as they appear to be trying to address the yet-to-be fiscal stimulus of…
The reason for the title of this update is simple; if that which has been very bullish is pulling back (Semis, Small Caps, etc.) and leading the broad stock market…
There are times when going contrary the herds greatly rewards you and there are times when it tramples you into the dust like the insignificant little peon you actually are. …
Stan Druckenmiller was held up far and wide by the gold community, when he was bearish on stocks and bullish on gold. Stan Druckenmiller is a media rock star whose…