User: NFTRH
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Sprott gold and silver bullion fund, CEF
Although the volatility will surely come, the ridiculous discount to NAV that the Sprott Gold & Silver bullion fun...
A deflationary yield curve steepener
Deflation scare upcoming in 2023 IMO. Yield curve indicates the first impulse. Linked post explains.
Empire State manufacturing survey
Cost-push inflation? I don't think so. Not in manufacturing. Prices along with several other indicators tanking in...
Gold/Copper ratio, monthly chart
Risk is on copper's side vs. gold. Risk is also against the inflated cyclical macro.
US stock market leadership: semiconductor stocks, tech stocks, b...
Preferred US stock market leadership view is intact to the Q4-Q1 bear market rally theme.
Nasdaq 100 futures (NQ)
Daily chart of NQ is at clear support, needs to hold to remain normal to an ongoing rally situation.
Emerging markets ETF (EEM) and US dollar (UUP, USD)
If you ever want to short USD, just buy EEM. Inverse EM is USD.
S&P 500 (SPX) weekly chart
SPY inverted H&S test happening and it's for all the marbles... bear market rally test of the highs or the next le...
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2 year treasury note yield
2yr yield ticks a higher high to the last high, and Stagflation has to be brought back into the discussion (linked p...
Baltic Dry Index, commodities & inflationNotes From the Rabbit Hole
Commodity/Inflation bulls avert your eyes... or better yet, don't.
GDX Golden Cross: a price paid | Notes From the Rabbit Hole
Golden Cross in gold stocks resolves EXACTLY as it should have. Same goes in reverse for Death Cross. Also, it's n...
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Inflation Expectations | Notes From the Rabbit Hole
So we have a booming jobs report... and the bond market's inflation signaling is not buying it.
January Payrolls +517,000 | Notes From the Rabbit Hole
Hazel servicing the guests aboard the Good Ship Lollipop... boy is she ever servicing them!
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The tardy Fed and the new macro | Notes From the Rabbit Hole
Here on Fed day, behold distortion #2 (there are others)...
The tardy Fed and the new macro | Notes From the Rabbit Hole
Here on FOMC day, behold distortion #1...
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