US Stocks Pre-market indicates that stocks are poised to take back yesterday's losses and this is in keeping with our short-term theme that the market is not just going to…
I try to see the market as it is and not let the nefarious goings on beneath the surface affect me too much. Indeed I feel more like laughing than…
It was just a little over a week ago (May 20) that NFTRH 500 presented a case for caution on the rising bond yields tout that was vigorously in play…
I will be leaving today for a couple days on the road. I'll have my laptop but will not be market watching very closely. So I thought I'd post an…
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…
Yields are up, bonds down again pre-US open, per Investing.com's graphic... This goes in line with inflationary signaling on the macro. Yesterday was an impulsive one for the 'inflation trade'…
Remember not long ago when stock investors were encouraged by the media to fear rising long-term interest rates? Remember how we said that stocks would likely rise along with rates…
With reference to this morning's post, yields are dumping, US Treasury bonds are getting a risk 'off' bid and the stuff that has gotten the biggest inflation/reflation bid since the…
It's been a tough market for day to day management (for me, anyway) because the futures open down and then the thing spends all day recovering the opening losses. I…
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…
So I guess if I am in the near-term bullish (inflationary) camp I am also in the long-term yields rising camp. Therefore I am inviting the 20+ year Treasury bond…
As we wait to see if yesterday's interest rate signal is confirmed as the beginning of the countdown to the 10yr & 30yr limit points (2.9% +/- & 3.3% +/-,…
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…
The US currency is up this morning and surprise surprise, gold, among other things is down (gold bugs should not be in worry mode, they should be in general preparation…