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NFTRH & Biiwii's Unique Market Perspectives

Gary Tanashian of nftrh.com and biiwii.com successfully owned and operated a progressive medical component manufacturing company for 21 years, keeping the company’s fundamentals in alignment with global economic ... more

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EC You Buy The Fear In Gold
The surest way to spot a gold promoter, if he is not pumping inflation, is his pitch for gold as a disaster hedge.
A Macro (Amigos) Update For Mid-Summer
The advice here continues to be to tune out the noise about the curve heading toward inversion and how recessions follow inverted yield curves.
Precious Metals Summer Potential
Let’s only anticipate a summer rally in the gold sector and tune out the cheerleaders, who will be coming out of the woodwork after running for cover per this recent HGNSI reading.
Gold Miners/Copper Miners Ratio Is Interesting
Miners of a counter-cyclical metal are doing better than miners of a cyclical metal in June.
3 Amigos (SPX/Gold, Long-Term Yields & Yield Curve) Updated
The risk is still ‘on’ in cyclical asset markets by this measure and an important macro fundamental consideration for gold and gold stocks is not in place.
A Bull In A China Shop
Various sectors took hits on Friday as Trump moved forward with Tariffs on China. But most of those sectors and industries are follow-on aspects of the economic cycle, which got its start when the early bird chirped in early 2013.
Inflation Trade, In Progress Since Gold Kicked It Off In Q1 2016
As I listened to Mr. Powell speak about inflation yesterday my mind wandered back to Q1 2016 as I thought about the Fed trying to manage inflation at or around 2%.
“It Is Their Job To Entertain. It Is Your Job To Ignore…”
US/China trade will not become a major issue or Italy will not kill the world with contagion. But it is to say with 100% fact that on the day investors were treated to these headlines, one week later they’d be better off not having paid attention.
Gold, US Stocks And Bonds
Continue to tune in to gold’s standing vs. stocks and other risk ‘on’ assets along with investor confidence, the economy, interest rate dynamics (including the yield curve) and to an extent, the state of your local currency.
EC Semiconductor Canaries: Chirp, Warble ... Soon A Croak And Silence?
The canary is no longer chirping in a healthy manner and the economy’s coal mine has a toxic gas leak.
Still Only 1 Of 3 Macro Amigos To Destination
Inversion or lack thereof is more an arbitrary signal that the financial media fetishize over. It is the direction of the curve and the macro signals implied that matter.
Macro Changes For Gold And Stocks
Gold vs. Stock Markets has been stair-stepping higher throughout 2018 so far. That is positive, although the major trend is still down.
A Gold Sector Fundamental View
Gold is knocking on the door of major resistance and it has been doing so for months.
Inflation, With A Shelf Life
The ‘inflation trade’ (IT) popped last week and that included cyclical metals (as well as silver) ramming upward vs. gold and TIP rising vs. TLT & IEF.
As The Macro Turns…
The yield curve continues to flatten and one day when it stops flattening and starts steepening systemic stress under pains of deflationary contraction, inflationary excess or some bizarre global mix of the two will be indicated.
"Trade War"
The Trump-China trade war issue is a fundamental event taking place outside of Keynesianism and the all-controlling grip of US and global Central Banks.
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