2013
- Young FrankenMarket Lives - 07 May 2013
- Macro Sleight of Hand is Working, for Now - 03 May 2013
- Is Gold as an Investment Finished? - 23 Apr 2013
- Gold Stocks (GDX): If Not Now, When? - 18 Apr 2013
- Gold and Silver as a Macro Sign Post - 17 Apr 2013
- Gold Wipe Out Highlights Unbiased Risk Management - 15 Apr 2013
- Au and Ag: Test in Progress - 08 Apr 2013
- HUI as Road Map - 28 Mar 2013
- Technical Analysis - Put Egos Aside and Respect the Charts - 27 Mar 2013
- Cyprus, Cyprus... CYPRUS!! - 25 Mar 2013
- Gold Ratios - An Update - 22 Mar 2013
- Funny Munny on the Run - 18 Mar 2013
- A Contrarian Stroll Through Recent History - 14 Mar 2013
- Yin and Yang, Dow Jones and Gold - 12 Mar 2013
- Don't Expect the US Stock Market Mini-Bubble to Roll Over Just Yet - 08 Mar 2013
- Market Extremes Are a Good Thing - A 'White Paper' on Big, Contraria - 01 Mar 2013
- Perspective on Gold and the Stock Market - 28 Feb 2013
- The Great Promotion - 15 Feb 2013
- 'Just the Facts' - 07 Feb 2013
- Goldilocks Ends and 'Currency Wars' Begin - 01 Feb 2013
- Ding Ding Ding? - 22 Jan 2013
- CCI-Gold Ratio Will Tell the Story - 15 Jan 2013
- A Look at Sentiment and NFTRH 220 Wrap Up - 07 Jan 2013
- Gold and Silver Updated - 01 Jan 2013
2012
- Silver is in a Bear Flag - 31 Dec 2012
- Japan Market Following in US' Footsteps - 26 Dec 2012
- Q: What's Wrong With Gold?!?! - 19 Dec 2012
- Pre-FOMC Money Supply Discussion - 10 Dec 2012
- US Treasury Bonds the Short of 2013? - 06 Dec 2012
- Risk Management Remains Job 1 - 05 Dec 2012
- Another Stroll Though Time w/ the HUI-Gold Ratio - 29 Nov 2012
- Short and Intermediate View of the Market - 27 Nov 2012
- A Macro View of T Bonds, Gold and Money Supply - 23 Nov 2012
- HUI-Gold Ratio; 3 Views, 1 Conclusion - 20 Nov 2012
- Post-Election Thoughts - 12 Nov 2012
- Updating the HUI-SPX Ratio - 08 Nov 2012
- 11.6.12 - 30 Oct 2012
- Happy Halloween... Trick or October Pivot 2? - 24 Oct 2012
- What's the Dumb Money Doing Now? - 09 Oct 2012
- Systemic Stress is Building, and it's Bullish (for now) - 05 Oct 2012
- FrankenMarket Lives (On)! - 02 Oct 2012
- i2k12 Back With a Bang - 22 Sep 2012
- It's All Out the Window Now - 18 Sep 2012
- The Age of Boom and Bust Accelerates - 14 Sep 2012
- HUI-SPX Ratio Aims For Higher Levels - 12 Sep 2012
- Bernanke Plays it Perfectly - 04 Sep 2012
- What Do Small Caps and Semiconductors Think They See? - 30 Aug 2012
- 'Political, Economic Potholes Along the Yellow Brick Road' - 29 Aug 2012
- Gold's Road to Nowhere - 14 Aug 2012
- Deflation: As Good As Gold? - 09 Aug 2012
- Quick Take on USD - 06 Aug 2012
- Just Another Simple Chart of a Mmonetary Relic - 24 Jul 2012
- Is 30.2.Au flying in Ben's face? Not yet - 19 Jul 2012
- Everybody to the Port Side - 11 Jul 2012
- Wall Street to the Rescue? - 09 Jul 2012
- Sector Updates - 06 Jul 2012
- Rise, Platform, Blow Off, Correction: Au is Fine - 27 Jun 2012
- Let's Twist Again - 21 Jun 2012
- Obsession With Central Bank Action is Unhealthy, But Typical - 18 Jun 2012
- A Byproduct of the Twist? Gold Manipulation - 13 Jun 2012
- Don't Personalize the Markets - 11 Jun 2012
- The Last Bear Just Locked the Bunker Door - 08 Jun 2012
- Tilting at Windmills - 06 Jun 2012
- Dumb Money Sold in May and Went Away - 22 May 2012
- Gold's GOR Fest - 17 May 2012
- Reviewing the Macro 'Play' - 14 May 2012
- WoW! Gold's Wall of Worry - 08 May 2012
- Au vs. SPX (NFTRH185 snippet) - 02 May 2012
- Macro Discussion on FOMC Day - 25 Apr 2012
- 30 Year / 2 Year Yield Curve Forecasting Deflation Event Directly Ah - 17 Apr 2012
- Turds and Gladiators - 12 Apr 2012
- NFTRH 'Morning Notes' Email Update: April 10 - 10 Apr 2012
- NFTRH 'Morning Notes' Email Update: April 6 - 09 Apr 2012
- Gold's Decade-Long Bull Run is Dead - 06 Apr 2012
- Gold is Still Getting Fixed - 02 Apr 2012
- Gold's Real Price and the Investment Case for the Miners - 29 Mar 2012
- Risk vs. Reward (Au Style) - 22 Mar 2012
- NFTRH179 'Wrap Up' - 19 Mar 2012
- Two Cartoons and Some Words to Boot - 07 Mar 2012
- Why Gold and Why Now? - 01 Mar 2012
- Despite Obvious Signs of Recovery, Inflation Marches On - 24 Feb 2012
- HUI Gold Bugs Index - Big Picture Monthly View - 22 Feb 2012
- A Closer Look at the HUI vs. SPX - 15 Feb 2012
- Broad US and Global Stock Markets (NFTRH174 Excerpt) - 13 Feb 2012
- NFTRH172 Excerpt 'Gold Stocks' - 02 Feb 2012
- 2012 Likely to Be Very Different From 2011 - 24 Jan 2012
- Deflation or Just a Point on the Continuum? - 17 Jan 2012
2011
- Au Ready? - 28 Dec 2011
- Gold-Silver Ratio and its Implications - 01 Dec 2011
- Market Big Picture (Edit: Including a Weird, Sponaneous Riff on Gold - 16 Nov 2011
- More from OB - 24 Oct 2011
- The Revolution Will Not Be Televised... - 24 Oct 2011
- Gold - 21 Oct 2011
- More Thoughts on OWS... - 18 Oct 2011
- Inflation on Demand and Along the 'Continuum' - 14 Oct 2011
- Inviting the Vampire - 03 Oct 2011
- Gold is Getting 'Fixed' - 26 Sep 2011
- Gold Stock Breakout No Surprise - 12 Sep 2011
- To the Newly Minted Gold Bugs - 18 Aug 2011
- The World Is Not Ending... - 11 Aug 2011
- Gold-SPX Ratio and a Return of the 'Bad Stuff' - 03 Aug 2011
- Crisis in Confidence? - 19 Jul 2011
- Nominal Gold and Gold vs. Currency, Commodities and Stock Market - 15 Jun 2011
- Deflation: On a Comeback? The welling@weeden Interview... - 23 May 2011
- Why I Smell a Rat... - 19 May 2011
- Lazy Thinkers Always Get Punished by Markets... Don't Be One - 16 May 2011
- Silver 'Insurance' - 02 May 2011
- World Markets Down as Commodities Threaten Profits - 15 Apr 2011
- Inflation... It's What's For Dinner - 08 Mar 2011
- Dow-Gold Ratio and its Implications - 15 Feb 2011
- Picking Off the Sissies, Again - 06 Feb 2011
- Bank Loans Gently Bottoming? - 04 Jan 2011
2010
- We Are Already Hyper Inflating - 20 Dec 2010
- Precious Metals - Wild Man, Stodgy Old Man and 3 Snowmen - 11 Nov 2010
- No Arguing the Facts - NFTRH105 Excerpt - 12 Oct 2010
- id Boy, id Girl - 30 Sep 2010
- Rah rah rah! - 23 Sep 2010
- Prechter Masks For Halloween? NFTRH Short Term View - 24 Aug 2010
- Going Down - 17 Aug 2010
- Dow, Dow-Gold Ratio and 'Junk' to 'Investment Grade' Debt Ratios - 10 Aug 2010
- Gold - The Battle is Already Won - 29 Jul 2010
- Gold... I Have Always Been Here Before - 20 Jul 2010
- Inflation Impulse? - 18 Jun 2010
- Gold to S/T Target, Now What? - 13 May 2010
- NFTRH82 Excerpt: Market Psychology - 26 Apr 2010
- Gold - Big Picture Perspective - 12 Apr 2010
- Gold - 08 Apr 2010
- Ten Year Yield Inverted Head and Shoulders - 29 Mar 2010
- Risk vs. Reward Stinks - 22 Mar 2010
- The Magic of Inflation - 13 Mar 2010
- Gold/Euro - Cup and Handle (continuation pattern) - 31 Jan 2010
- Liquidity and Money Supply - 27 Jan 2010
- China, Inc. - 19 Jan 2010
2009
- Levitation - 30 Dec 2009
- Real or Memorex? $IRX Breaks Out - 23 Dec 2009
- Gold Stock Correction (Fundamentals) - 08 Dec 2009
- Mishkin Slams Paul Bill and We Are in Wonderland - 02 Dec 2009
- Leading Indicators to Credit Contraction, Round 2 - 01 Dec 2009
- The Year the Game Changed - 18 Nov 2009
- The Long Bond - 06 Nov 2009
- Hell to Pay - NFTRH 'Wrap Up' - 27 Oct 2009
- Yin/Yang, Deflation/Inflation - 14 Oct 2009
- 1 Year ago - From NFTRH4 (10/11/08) - 10 Oct 2009
- Stock Market Status Into Q4 (NFTRH52 Excerpt) - 01 Oct 2009
- Stock Market Status - 21 Sep 2009
- Confidence? - 08 Sep 2009
- Perspective on the Rally - 25 Aug 2009
- NFTRH's Proprietary Contrary Indicator - 16 Aug 2009
- Groundhog Day - 27 Jul 2009
- 'Hope 09' - A Plucky little Bugger - 21 Jul 2009
- Micromanaging the Gold Price - 15 Jul 2009
- Commodities (NFTRH Excerpt) - 28 Jun 2009
- "Risk is High" - 12 Jun 2009
- Risk is Rising - 06 May 2009
- SPX, 60 Minute View - 22 Apr 2009
- Gold - tick tock... tick tock... tick - 09 Apr 2009
- Precious Metals - General Discussion - 31 Mar 2009
- Inflation and Deflation - 23 Mar 2009
- Crude Oil and the Bull Game... - 13 Mar 2009
- Sociocide - 11 Mar 2009
- A Brief Look at Commodities - 10 Mar 2009
- USD Scenarios 1 and 2 - 02 Mar 2009
- More Funny Munny for AIG... - 02 Mar 2009
- They Said It - 16 Feb 2009
- Geithner's 'Comprehensive' Attack - 10 Feb 2009
- HUI-Gold Ratio - 05 Feb 2009
- Change - 26 Jan 2009
- 'Tug of War' - 19 Jan 2009
- Hope Springs Eternal - 06 Jan 2009
2008
- Uncle Buck - In for a checkup - 09 Dec 2008
- Bull? - 02 Dec 2008
- Fast Forward - 17 Nov 2008
- Armageddon '08 Concluding? - 03 Nov 2008
- Deflation Overload? - 20 Oct 2008
- Notes From the Rabbit Hole - 13 Oct 2008
- The Financial Red Pill (a primer for new recruits) - 03 Oct 2008
- The New Normalcy - 21 Sep 2008
- Bring on the Next Bubble - 14 Sep 2008
- Back to the Big Picture - 12 Sep 2008
- Contrarian - 05 Sep 2008
- HUI - Daily, Weekly and Commentary - 05 Aug 2008
- GOR Fest - 27 Jul 2008
- Oil and the Gold-Oil Ratio (GOR) Daily and Weekly Status - 21 Jul 2008
- Gold Stocks and Oil - 17 Jul 2008
- i Inflationista - 10 Jul 2008
- Why the Flag? - 04 Jul 2008
- Dow and Gold: Very Different Bull' Markets - 24 Jun 2008
- End of Week Status Update - 13 Jun 2008
- Gold-Oil Ratio: Bottoming - 30 May 2008
- HUI - Daily and Weekly Status - 20 May 2008
- Pay Me Now or Pay Me Later? - 13 May 2008
- Gold - The Sentiment Shift Continues - 25 Apr 2008
- Fast Money Has a Laugh at Gold - 16 Apr 2008
- It's All Good - 23 Mar 2008
- Game Theory - 17 Mar 2008
- Hope on a Rope - 24 Feb 2008
- Did We Miss the Fat Lady? - 04 Feb 2008
- Eyes Wide Open - 22 Jan 2008
- Nominal Gold & Gold-Oil Ratio - 04 Jan 2008
2007
- Run Away! - 14 Dec 2007
- Santa Arrives on Time... Precious Metals Bide Time - 07 Dec 2007
- A Value Proposition - 03 Nov 2007
- Eyes Wide Shut? - 28 Oct 2007
- Gold-Silver Ratio: Beware - 17 Oct 2007
- One Chart, Huge Implications - 21 Sep 2007
- Psych 101 (Part 1: Popular Culture in a Loop of Diminishing Returns - 16 Sep 2007
- Asymmetrical Warfare - 09 Sep 2007
- Gold Ratios - 01 Sep 2007
- Abbott and Costello Meet FrankenMarket - 26 Aug 2007
- So, You Wanna be Bearish? 4 More Charts... - 23 Aug 2007
- 4 Charts - 21 Aug 2007
- The Gold Market in One Picture - 20 Jul 2007
- Well Well Well... let's hear it for Bully - 13 Jul 2007
- Checkup on Some Markets and Ratios - 09 Jul 2007
- Don't Say You Weren't Warned - Again - 23 Jun 2007
- USD, Gold and Bond Yields - 18 Jun 2007
- Monopo or Resorso? - 14 Jun 2007
- Gold-Oil and Gold-Industrial Metals - 07 Jun 2007
- Several Markets - ONE Bearish Outlook (with caveat) - 30 May 2007
- Throw Him Out? Hell No - 19 May 2007
- May You Live in Interesting Times - 16 May 2007
- Gold-Silver Ratio Alive and Well - 10 May 2007
- Don't Say You Weren't Warned - 06 May 2007
- HUI, HUI-Gold Ratio and the Macro Backdrop... - 03 May 2007
- Trying to Tell our Story in Charts... - 23 Apr 2007
- Status... Quo or No? - 16 Apr 2007
- Riffing Off of a Typically Excellent 'Credit Bubble Bulletin' - 08 Apr 2007
- Social Cycles and the Coming Golden Age (a few thoughts) - 25 Mar 2007
- Silver vs. Gold - 13 Mar 2007
- D+ - 19 Feb 2007
- A Quick Look at the Semi's - 13 Feb 2007
- Post-Fed Notes - 01 Feb 2007
- XAU - Biggest Picture - 30 Jan 2007
- Gold - 27 Jan 2007
- USD - A Big Picture View - 17 Jan 2007
- Double Edged Sword - Productivity vs. Consumption - 06 Jan 2007
- Now or Never for the Bears? - 01 Jan 2007
2006
- Slight Adjustment to Dow Target - 20 Dec 2006
- Here's the Call - 17 Dec 2006
- The Biggest of Pictures... - 16 Dec 2006
- Pre-Fed Quickie III - Miners Behaving - 12 Dec 2006
- Is the Dow Forked? - 26 Nov 2006
- A Big-Picture Look at Currencies - 24 Nov 2006
- Dow - Gold Shown Yet Another Way - 17 Nov 2006
- Got Paper? - 15 Nov 2006
- Revisiting the Dow-Gold Ratio - 13 Nov 2006
- Witch Way the Markets? - 31 Oct 2006
- Big Picture: Extremes - 27 Oct 2006
- Back to Bonds - 24 Oct 2006
- Gold, Silver and Copper - 17 Oct 2006
- Quick Chart Checkup - 12 Oct 2006
- October 2006 - 09 Oct 2006
- September, 2006 - 29 Sep 2006
- Gold and Copper (Leading vs. Lagging Indicator) - 25 Sep 2006
- Biiwii Letter - 18 Sep 2006
- Storm Clouds to the East? - 04 Sep 2006
- Fading the Feeling - 21 Aug 2006
- A Pre-Fed (not so) Quickie - 08 Aug 2006
- Gold Watch - 16 Jul 2006
- A Pre-Fed Quickie - 29 Jun 2006
- Son of Frankenmarket - 11 Jun 2006
- "They've" Got Us Believing... - 22 Apr 2006
- Forked - 06 Mar 2006
- It Is What It Is - 26 Feb 2006
- A Golden Opportunity on the Horizon? - 19 Feb 2006
- Paper - 06 Feb 2006
- Volatility - An Old Concept Back in Vogue - 22 Jan 2006
- Dollar Daze - 09 Jan 2006
- Stripped Down to the Basics - 02 Jan 2006
2005
- Monthly Minders - 18 Dec 2005
- Moonshine or Strychnine? - 04 Dec 2005
- Some Charts and a Bit of Editorializing - 30 Nov 2005
- A Hyperinflationary Omen? - 07 Nov 2005
- Gold, Glitz & Glamour - 17 Oct 2005
- That Smell - 14 Oct 2005
- Super Wedgie - 11 Sep 2005
- Wedgie - 28 Aug 2005
- Those Who Don't Learn From History... - 17 Aug 2005
- Waiting For Goldot - 04 Aug 2005
- Two Anecdotal Inputs and the Usual Inflation/Deflation Jive - 26 Jul 2005
- Endgame - 13 Jul 2005
- Bride of Frankenmarket - 10 Jul 2005
- To Da Moon!? Not so Fast... (Part Deux) - 21 Jun 2005
- To Da Moon!? Not so Fast... - 17 Jun 2005
- Dawn of the Dead - 14 Jun 2005
- Strange Bedfellows - 13 Jun 2005
- A Reply From Fantasy Land - 31 May 2005
- Contrary Indications II - 05 May 2005
- To Be or Not to Be? - 28 Apr 2005
- Apocalypse Not Yet - 22 Apr 2005
- Contrary Indications - 17 Apr 2005
- A Black Hole and a Ray of Hope - 08 Apr 2005
- Amron - 24 Mar 2005
- A Simple Message (long version) - 16 Mar 2005
- Hubris - 27 Feb 2005
- Getting Bullish on Safety - 10 Feb 2005
- Inflation Hounds - 14 Jan 2005
Circle Us