By all accounts inflation levels are beginning to accelerate globally and the Fed appears to be more committed than ever before to raising interest rates... Continued
Why The Rising Interest Rate Meme May Have A New Year’s Hangover
A couple of weeks ago I made a blog post on Treasury yields which was published on 321gold. The main premise of this post was... Continued
The Potential Illusion of Cheap Asset Prices
While equities have more than tripled from the 2009 bottom and home prices have also tacked on significant gains (doubled in certain parts of the... Continued
Why Real Estate Might Be The Asset Class For 2016
After a few years of healthy gains we have seen the median existing home price slip roughly 6-7% during the 2nd half of 2015: ... Continued
The Most Important Chart For The New Year
Futures speculators have spent the last few months amassing a more than $50 billion net notional short position in Treasury futures: This massive short... Continued
The Only Gold Chart You Need
Aside from drawing arrows in Christmas colors the following chart serves to highlight an unmistakable relationship that has existed between Treasury yields and gold during... Continued
This Chart Should Concern Bond Bulls
All hell has been breaking loose for the last week. From the Shanghai stock market going into full crash mode to Greek citizens formally voting to... Continued
This Could be the Trade of the Year
As John Maynard Keynes famously stated "When the facts change, I change my mind. What do you do, Sir?". I am very close to changing my... Continued