A subscriber asked for a chart of the 30yr Treasury yield showing longer history and that prompted this update. Interestingly, the Continuum of pleasantly declining long-term Treasury yields (bond bull…
Global Currencies are in varying forms of bounce to bullish This is the global currencies chart we review each week in NFTRH. It's a daily chart meant to keep track…
The deceleration in backward looking inflation signals continues, to little surprise. We have been managing a Goldilocks macro (inflation not too hot, not too cold) and that is where we…
Quick look at USD and the Gold/Silver ratio (GSR), the 2 riders of the (would-be) liquidity Apocalypse... daily charts I will be out the rest of the day (also all…
I talked with a nice gentleman named Tom yesterday. Here is the video. Hint: if you are looking to pass some time more quickly, just open your yap and don't…
The April PPI report continues the disinflationary theme The April PPI report came in to the disinflationary side, and as a side note unemployment claims jumped to the highest level…
Our existing theme is very generally for the inflation>disinflation>deflation scare progression to play out. The potential theme that I galaxy-brained in NFTRH 756 is that gold could continue to under-perform…
Dedollarisation; the hip new buzz phrase may actually play out this time, for a while The multitude of analysts that have been waiting for the "death of the dollar" (DoD)…
NFTRH 751 Summary of NFTRH 751 and the Macro Situation Leading Up to It US Stock Market: Q1 Ends, Bear Market Rally (BMR) Intact We come to the end of…