Bonds

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Video: One Gold Relationship to Watch

In this video, I explain the one key Gold intermarket relationship to watch in the weeks and months to come. Learn more about my premium service.    

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Lessons for the Future

In the last Market Overviews (and also to a considerable extent in the last several Premium Updates) we have discussed in detail differences between tapering and tightening.

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QE ‘Taper’ to T Bond ‘Carry Trade’ – More Thoughts

The following is the opening segment to this week’s premium letter, NFTRH 242.  The balance of #242 went on to discuss the technical status of US and global stock markets, key commodities, the current status of ‘inflation expectations’, precious metals and currencies; all in detail. Taper to Carry Last week we introduced the theoretical ‘taper to … Continue reading

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Gold & Silver as Macro Sign Post

The last week has been a fright fest for the gold “community”.  But these are the financial markets, not a community.  There is a world outside of what ever is going on in gold and silver.  A macro economic backdrop filled with entwined and correlated assets and markets all trying to form a message when … Continue reading

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What Do Stocks and Bonds Tell Us About Gold’s Future Moves?

Gold prices fell last Tuesday for the first time in eight days and Wednesday gold fell below $1,600 an ounce as buyers stayed on the sidelines ahead of the meeting of the U.S. Federal Reserve which announced Wednesday a modest increase in its efforts to reduce borrowing costs for businesses and consumers.

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Inflation onDemand & Along the ‘Continuum’

Global markets are in the midst of a predictable relief rally to the technical bear market that recently became actualized off of various topping patterns that were in force for most of 2011.  It is important to note that this is coming off of a similarly predictable whiff of a deflation scare, as US and … Continue reading

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Gold Will Outperform After Stocks Peak

At the end of December we posted a commentary titled “Three Things that could Halt Gold’s Run.” We theorized that strength in conventional markets pressures Gold. When stocks perform well, mainstream gurus and stock jocks can ignore Gold. Here is a snippet of our comment: Currently, stocks are performing well as are commodities led by … Continue reading

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