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 | Gordon Long - Market Analytics |
| China Potentially Threatens a Near Term Us Treasury Short Squeeze! |
| Problems in China are looming on top of an already very tenuous and misunderstood
situation in the US Financial Markets. Additionally, Federal Reserve Policy has
made the situation even more combustible!
As a result of a Trump Victory inspired bond market massacre there are now
few places that a yield starved world can presently find better risk-adjusted
yields than in US Treasuries. With China now being forced to sell their FX
Reserves and thereby creating the much needed supply so eTuesday, December 15, 2020 |
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 | Steve Saville - Speculative Investor |
 What should the gold/silver ratio be |
| The price of gold is dominated by investment demand* to such an extent that nothing else matters as far as its price performance is concerned. Investment demand is also the most important driver of silver’s price trend, although in silver’s case industrial demand is also a factor to be reckoned with. In addition, changes in mine supply have some effect on the silver market, because unlike the situation in the gold market the annual supply of newly-mined silver is not trivial relative to the exisSunday, April 5, 2020 |
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 | Gary Tanashian - Biwii |
| Bonds and Related Market Indicators |
| For Notes From the Rabbit Hole bonds are not just an asset class ‘throw-in’ but instead are a key indicator set to the entire modern macro. Insofar as it may be time to use them for portfolio balance (I am currently long SHV, SHY, IEI & IEF), so much the better. Many could not wait to buy bonds during US ZIRP global NIRP operations, but today they pay better interest and have a contrarian edge with the entire herd bracing for a bear market.We claimed appropriately bearish on bonds on December 4tMonday, February 26, 2018 |
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| Gary Tanashian - Biwii |
| Semi Bearish |
| Over the last several years, beginning in 2013 I’ve made post titles like ‘Semi Bullish‘ in response to the bullish leading edge economic cycle indicator, the Semiconductor Equipment sector and its implications for broad stocks and the economy. Those implications of economic acceleration were along these lines… Semi Equipment Book-to-Bill (b2b) → Broad Semi → Manufacturing → Employment → Firm Economy. Shortly after the b2b was noted as bullish the SOX index and the S&P 500 broke out to new highsTuesday, February 20, 2018 |
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 | Andy Hoffman - Miles Franklin |
| My Opinion on Bitcoin |
| Miles Franklin Now Accepts Bitcoin!
Question: Why would Miles Franklin, a conservative and prudent gold and silver business, accept Bitcoin?
Because Miles Franklin wants to serve their EXISTING CLIENTS who wish to “cash out” of Bitcoin into something real, such as gold and silver, which have a reassuring 5,000 year history.
Call Andy or John at Miles Franklin (1-800-822-8080), sell your Bitcoin, and buy tangible gold or silver. Miles Franklin clients know that gold and silver will preserve weaFriday, December 29, 2017 |
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| Graham Summer - Gains Pains & Capital |
| Will QE Be the Needle That Bursts the Bond Bubble in 2018 |
| If you wanted more evidence that Central Banks will stop at nothing to induce inflation, consider that yesterday Bank of Japan stated that it will continue with its QE program and with negative rates for as long as it takes to achieve 2% inflation.
Mind you, Japan’s economy has just posted its SEVENTH straight quarter of growth, having exited its last recession at the beginning of 2016.
Put another way, the Bank of Japan is running CRISIS-type monetary policies (NIRP and ~$750 billion in QE per Sunday, December 24, 2017 |
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 | Michael Pento - Delta Global Advisors |
A Bitcoin Conspiracy Theory  |
| If you’re like me you must be wondering why there is so much media obsession around Bitcoin even though its market cap is just $300 billion, which amounts to only about 1/3 the size of Apple Inc.? And, more importantly, why the U.S. Government and Federal Reserve have become so enamored with cryptocurrencies.
Up until now, the government has been reluctant to shut them down, despite the fact that they violate all Anti-Money Laundering and Know Your Customer regulations? After all, the governmentWednesday, December 20, 2017 |
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| Graham Summer - Gains Pains & Capital |
| The Process Through Which the First Major Central Bank Goes Bust Has Begun |
| In the aftermath of the Great Financial Crisis, Central Banks began cornering the sovereign bond market via Zero or even Negative interest rates and Quantitative Easing (QE) programs.
The goal here was to reflate the financial system by pushing the “risk free rate” to extraordinary lows. By doing this, Central Bankers were hoping to:
1) Backstop the financial system (sovereign bonds are the bedrock for all risk).
2) Induce capital to flee cash (ZIRP and NIRP punish those sitting on cash) andMonday, December 11, 2017 |
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| Graham Summer - Gains Pains & Capital |
| Central Banks Finally Hit Their Targets... Just In Time For Another Crisis |
| They finally did it.
Since 2008, Central Banks have been desperately trying to generate inflation.
They know they cannot produce growth (hence why both the Fed and the ECB abandoned this as a goal in their statements back in 2013)… so they have chosen to “target” inflation.
To that end, Central Banks have maintained Zero Interest Rate Policy (ZIRP) as well as Negative Interest Rate Policy (NIRP) for the better part of eight years. They’ve also printed over $14 TRILLION in new capital and funneleTuesday, November 14, 2017 |
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| Gary Tanashian - Biwii |
| "Great Rotation" Ahead; Will it Be Inflationary or Deflationary |
| By Gary Tanashian[edit] This article ultimately leans toward the view that the reasons for a rising curve will be inflationary. But I woke up in the middle of the night and my thoughts drifted to the components of the article (yeah, that’s pretty sad, I know), and with further consideration I am leaning toward neutral or even a bit into the deflationary camp. The reasons will be the stuff of another article.Think back to the blaring headlines about the Great Promotion Rotation in the financial mMonday, October 23, 2017 |
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| Gary Tanashian - Biwii |
| Update on Q4 Pivot View for Stocks and Gold |
| By Gary TanashianReference a post from August 11: Potential Pivots Upcoming for Stocks and GoldStock Market StatusIn the above-linked article we noted several legs that could be kicked out from under the S&P 500’s table in Q4 2017. The stock market blew right through one of them, which was a bearish (on average) seasonal trend for the 2nd half of September. No one indicator is a be all, end all. In sum, they define probabilities. But price is the ultimate arbiter and as of today, price says ‘stiFriday, October 13, 2017 |
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 | Przemyslaw Radomski CFA - SunshineProfits |
| Japanese Snap Election and Gold |
| Last week, Japan’s Prime Minister, Shinzo Abe, called a snap election. What does it imply for the gold market?
The German parliamentary election and crisis over Catalonia have recently brought the investors’ attention to the Europe. However, interesting developments have also been unfolding in Japan. On September 25, 2017 Shinzo Abe, Japan’s Prime Minister, called a snap election to take advantage of a weak opposition and to strengthen his mandate to handle the demographic crisis and tensions ovThursday, October 5, 2017 |
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| Gary Tanashian - Biwii |
| In Marketing and in Markets, Don't be the Mark! |
| By Gary TanashianI have made countless posts lampooning the mainstream media and its eyeball harvesting, click baiting content. This content and especially the associated headlines (let’s recall the classic R.I.P. Bond Bull Market as Charts Say Last Gasps Have Been Taken, dated Dec. 2016 as but one example) are designed to whip up emotions, draw attention and thereby gain traffic and ad dollars (diminishing though they are these days). nftrh.com is and always will be ad-free, by the way.So sure,Sunday, September 24, 2017 |
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| Graham Summer - Gains Pains & Capital |
| Forget the Balance Sheet Reduction, Focus on the Next Round of QE |
| Let the farce begin.
The Fed meets today to discuss whether or not to begin shrinking its balance sheet. The financial media informs us that this is the single most important Fed meeting in years and that its coming announcement is a game-changer.
Give me a break.
The Fed will NEVER let its balance sheet shrink to a relatively normal level. The simple fact is that the ENTIRE move in the markets since 2008 has been induced by the Fed and other Central Banks creating a bubble in bonds.
This bubblThursday, September 21, 2017 |
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| Graham Summer - Gains Pains & Capital |
| When This Debt Bubble Bursts, Central Banks Will Turn to Money Printing... Again |
| Let’s face the facts.
The only reason the financial system has held together so well since 2008 is because Central Banks have created a bubble in bonds via massive QE programs and seven years of ZIRP/NIRP.
As a result of this, the entire world has gone on a debt binge issuing debt by the trillions of dollars. Today, if you looked at the world economy, you’d find it sporting a Debt to GDP ratio of over 327%.
Well guess what? The REAL situation is even worse than this. The Bank of International STuesday, September 19, 2017 |
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| Gary Tanashian - Biwii |
| Potential Pivots Upcoming for Stocks and Gold |
| By: Gary TanashianPrologue: This is a bearish article written by someone who covered his short (bearish) positions today (except for the euro) and has only long positions now, in precious metals and stocks, along with a heaping helping of cash. In other words, per yesterday’s snapshot, the market had dropped to levels that could see a bounce, especially since the spark to this week’s reaction was not legitimate as a substantial market input. This article is not concerned with short-term ups and Monday, August 14, 2017 |
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 | Adam Hamilton - Zealllc |
| Fed QT Bearish for Stocks |
| Ominously for the stock markets, the Federal Reserve is warning that
quantitative tightening is coming later this year. The Fed is on
the verge of starting to drain its vast seas of new money conjured
out of thin air over the past decade or so. The looming end of this
radically-unprecedented easy-money era is exceedingly bearish for
these lofty stock markets, which have been grossly inflated for
years by Fed QE.
Way
back in December 2008, the first US stock panicFriday, July 28, 2017 |
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| Gary Tanashian - Biwii |
| SPX Cycles, Fed Funds and Gold |
| By Gary TanashianThis “amateur cyclist’s” chart (I am anything but a cycles analyst) of the S&P 500 shows that the 12 month marker (C12) meant exactly nothing as the market remained firmly on trend, after brief pokes down in April and May. We noted that C12 was a lesser indicator than the 30 month cycle, which has coincided with some pretty significant changes (+/- a few months). That cycle (C30) is coming due at the end of the summer. Will it mean anything? Well, this market eats top callers foFriday, July 14, 2017 |
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| Andy Hoffman - Miles Franklin |
| My Newest “Most Likely To Catalyze The Big One” |
| Today’s article is one of my scariest yet; as, after watching events unfold in the world’s most notorious geopolitical hotspot in recent weeks, it’s difficult to come up, using my best Spock-like logic, with an alternative conclusion to the potentially catastrophic one I’ll discuss today. Which, if it occurs, may catalyze not only the financial “big one” we all know is coming, but an era of political, geopolitical, economic, and monetary destabilization unlike; and potentially, unparalleled in Tuesday, June 20, 2017 |
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| Andy Hoffman - Miles Franklin |
| The End Of Trust, And Rise Of Real Money |
| In last week’s “historic market manipulation, setting the stage for catastrophe” – as well as dozens of other articles and podcasts – I demonstrated, in painstaking detail, the gross misallocations, inequities, and fraud caused by the artificial “support” of “favored” asset classes like stocks, bonds, and real estate – whilst the “unfavored” gold and silver markets were mercilessly suppressed, to equally deleterious global effect.
This weekend’s “wide world of PiMBEEB” demonstrated ten such situWednesday, May 31, 2017 |
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