While we await the final details of the fiscal policy panic from government, the Fed announced unlimited QE in its monetary policy panic. I am not using the words "panic"…
Just keeping tabs on the most important indicator out there (IMO of course). With reference to the previous post on sentiment, maybe it is not such a wonder that long-term…
Far be it from me to let a couple of good days get me all giddy, but this freakin' market is F.U.N. fun again. That is because it's in motion,…
Just another look at the indicator that is going to decide deflationary (current), inflationary (not yet) and which asset markets get destroyed or out/under perform in 2020. The yield curve…
At this time it is obviously a deflationary steepening. If this continues the boom as we knew it will be over. I say "as we knew it" because if it…
Here is the up close view of the spread, which continues to steepen since the summer mini-inversion. May be nothing, probably is something. And that something would mean changes for…
This week's events have even started to budge this holdout into action with a little blip toward re-steepening. I've been wondering if the 10yr/2yr yield curve (source) would start to…
I most often use linear scale charts for stocks, markets and indicators for their more absolute views. But in the case below we conjure up a long-term log scale chart…
I made a big deal about the hype of an INVERTED YIELD CURVE... OH MY GAWD HEAD FOR THE HILLS!!! last summer as the public was treated to CNN, Fox…
There will be other factors to consider, like inflationary vs. deflationary for example. But a theme we have going is for a 2020 steepening of the yield curve with the…
The president announced he is imposing tariffs on currency manipulators (which is a way of saying all nations with paper currency) and talked the USD down earlier, with FOMC due…
We have pointed out that the "inverted yield curve!!!" hype of last summer was just that, technical sounding hyperbole for the public to get riled up about by way of…
As I watch the 10/2 yield spread inch another increment toward steepening I can't help but wonder if the public, which was diddled so thoroughly (and incorrectly) about the negative…
The next recession won't be so bad. That's it, that's the prediction. But first... In 2012 the academic Campbell Harvey of the Harvey & Erb comedy troupe predicted gold was…