[edit] After writing the below I realize it is not making any hard conclusions and does not necessarily even know what its point is. Consider it an exercise by one…
Indicators of and markets sensitive to the reflation instigated by ongoing inflationary operations continue to trend upward Today, as job growth rebounds (if you can call this a rebound), we…
Indicators and policymakers are on the same page The market is in tune if you can tune out the crazy goings on in AMC, GME, etc. I don't know why,…
Yield curve noses up to highest point yet in post-August 2019 steepener Ho hum, the yield curve is +5% as nominal yields continue to rise as well. For "best of…
I want to share some historical work done by Sentimentrader about the current setup in Treasury bonds. A caveat is that I think ST is a little convoluted in their…
I mean, in this country now where anything the president wishes to be true becomes true, why not simply erase my favorite long-term indicator to the monetary chicanery? Seriously, this…
See? Here we are racing to the bottom of the barrel along with everybody else. I guess the green trend line just about intersects ZERO or below. Subscribe to NFTRH…
The 30 year yield is below the 2.2% level. That is important because... ...this... If this keeps up it's a situation that is not positive to the inflationary, reflationary view.…
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…
October came and went. It's now November 5th with holiday (and Wall Street bonus) season directly ahead along with the 1 year anniversary of the Christmas Eve massacre in which…
I had a feeling the post-FOMC plunge might be a final shake out of the steepener contingent, of which I am a card carrying member, still carrying my home made…
The inflationist gold bug does not understand why yields are down, commodities (ex-wildcards like Agri) are down, reflation trades are down, the US dollar is up and yet gold and…
Long-term yields bumped up today... This of course bumped my position in the T-bond bear up. It bumped my position in the Regional Banks iShares up. It bumped Uncle Buck…
"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…