Sure, I am the guy with indicators called the 3 Amigos and in the future, the 4 Horsemen. I am the guy who for 17+ years has been making up catch phrases for indicators and market backdrops alike (ex. 30yr T bond Continuum, Armageddon ’08 and the Fiscal Cliff Kabuki Dance, etc.) entertaining, pissing off and confusing people, and maybe along the way doing some teaching too.
Currently we have the happy-go-lucky Amigos (SPX vs. Gold, 10yr/30yr Yields & the Flattening Yield Curve) front and center as they ride toward their destinations, the end of the journey to which would begin to change the macro. We also have a supremely sensitive proprietary indicator being used in NFTRH to significantly fine tune the process of interpreting changes to the current cycle. You’ve gotta come at the macro from as many rational angles as possible if you want to minimize its confusing aspects. (more…)