RTT browsing latest..

Please review a collection of WWW browsing results.
The information here is delayed by a few months, members get the most recent content.



Date Found: Sunday, 25 April 2021, 05:34:36 PM

Comment: @crescatkevin We believe it's the dawn of the Great Rotation where investors will be selling overvalued long duration financial assets and buying undervalued hard assets including scarce resource stocks with high near-term growth fundamentals. Rising inflation is self-reinforcing catalyst.

Date Found: Thursday, 29 April 2021, 05:16:22 PM

Comment: @BreesAnna Everyone is talking about #india #ivermectin - I’m not there and don’t feel I can comment. But I do know it was quiet and under control before they started vaccinating two million people a day.

Date Found: Saturday, 01 May 2021, 10:50:53 PM

Comment: @TaviCosta Insane. 73% of the top 50 gold & silver miners are now profitable on a FCF basis. The highest level we've ever seen. One thing is clear: Miners continue to improve their margins, tighten up their cost structure, and generate more money than any other time in history.

Date Found: Sunday, 02 May 2021, 05:22:23 PM

Comment: Ooh so true!

Date Found: Wednesday, 05 May 2021, 06:04:08 PM

Comment: @TaviCosta How in the world can the Fed reverse its monetary policy when the US twin deficit is 25% of GDP.

Date Found: Friday, 07 May 2021, 07:33:01 PM

Comment: Buy backs growth up 200% - what idot is bearish!

Date Found: Thursday, 13 May 2021, 03:44:55 AM

Comment: @TaviCosta All this talk about Fed tightening…. but good luck trying to unwind this: Corporate debt still at historic levels while bond yields remains near all-time lows. All product of easy money.

Date Found: Sunday, 16 May 2021, 06:33:26 PM

Comment: @crescatkevin Note how gold exploration stocks tend to follow changing inflation expectations. Should be exciting times ahead for the premier juniors starting from today’s depressed valuations.

Date Found: Sunday, 16 May 2021, 07:26:31 PM

Comment: Target $200,000 for BTC (middle of the range)

Date Found: Monday, 17 May 2021, 10:14:00 PM

Comment: @UPFINAcom It’s hard to go delinquent on a loan when there are stimulus programs, jobless benefits, high wages, and forbearance programs.

Date Found: Monday, 17 May 2021, 10:21:18 PM

Comment: @LynAldenContact There can be tons of inflation without bank lending, like the 1940s. It involves fiscal spending going around the bank lending channel.

Date Found: Wednesday, 19 May 2021, 02:26:16 AM

Comment: @OrdOracle Monthly XAU/Gold ratio could be breaking out. This implies a surge in $XAU along with $GDX and $HUI in the coming weeks

Date Found: Wednesday, 19 May 2021, 11:30:02 PM

Comment: @RaoulGMI BTC now vs 2017...

Date Found: Wednesday, 19 May 2021, 11:31:34 PM

Comment: @RaoulGMI These might be useful for you... BTC now vs 2013.

Date Found: Monday, 24 May 2021, 06:17:13 PM

Comment: Valutations are Hot!

Original Post: https://ift.tt/2WFOFfN

US Dollar Short Term Cycle Peak Near

The US dollar is likely to peak near or soon after the FED Jackson Hole speech. The FED is testing market sentiment.


The FED is likely to taper its balance sheet (via Bullard, say starting 2022 Q2), the taper is likely to be with mortgage backed securities (not US Treasuries, unless they want the yield curve to shoot up). This should not wobble the markets too much.

The US dollar is rallying into the Jackson Hole speech, therefore it is normal market action to see the unwinding of shorts positions. Also, in truth no one knows if the FED will make a mistake (remember the taper tantrum). If you review the CTFC COT reports there is no explosion of open interest which supports the idea that short positions are being closed.

Cycles confirm the current emotions surrounding Jackson Hole time frame.


Cycle 1 - Short term DXY peak expected soon.

Cycle 2 - Long View of the above, notice the fractal.

Original Post: https://ift.tt/3mnkyo9

Gold Gann Update - Current Pullback

A quick look at the current gold 'smash' sell off with zero point Gann Angles managing the pullback.


Drawing Gann Angles from ZERO on the date of an important previous high is the starting point in drawing these angles.

The fits looks very good, which suggest the 'whales' use Gann Angles in their process, of course if they fail we may consider another important high point to re draw Zero Gann angles from.

For Members: These angles are drawn with the Trendline Degrees tool.

Original Post: https://ift.tt/3lRKBmQ

Bubble Watch - Maybe it only just started, Dow 50000 - Update 2

A brief chart post of why Dow 45,000 to 50,000 is on the table.


Many are forecasting a blow off top for stocks. This is fair, and it has happened a few times before, one lead into 1987 (first chart below, see A)  and another into 2000 (first chart below, see B and C) Dow Jones market tops.

The Detrending Price Oscillator (DPO) indicator measures price away from a simple moving average in percentage terms.

POINT: In short it measures how far the rubber band is stretched. 

Lets look at the DPO indicator. Currently today's price position is at 3 (or 60%) this is equal to prior positions of 1 and 2 (first chart below). The DPO price (3) can move all the way up to prior tops of A,B and C, to X. If this happens, it will be equal to a Dow Jones price range of 44,000 and 50,000, see X??. This a percentage gain of 25% to 45%  (current Dow Jones is 35,000).

POINT: Investors will not want to miss out on these gains.

The red cycle shown on the Dow as worked very well over 100 years, please review the red cycle high during the 1987 top, this can happen again in 2021/22. History may not repeat exactly, but it sure can rhyme. 


Chart 1 - Dow with the DPO.

Chart 2 - Price bands

Original Post: https://ift.tt/3xyKlLT

RTT browsing latest..

Please review a collection of WWW browsing results.
The information here is delayed by a few months, members get the most recent content.



Date Found: Saturday, 13 March 2021, 06:40:57 PM

Comment: @crossbordercap Peak liquidity already evidence from our GLI momentum signal...has 6-9 month lead-time on markets and 15-20 months on economies

Date Found: Friday, 19 March 2021, 10:55:22 PM

Comment: Twin Deficits pressure on the USD

Date Found: Tuesday, 23 March 2021, 05:03:54 PM

Comment: @RaoulGMI The seasonal pattern in BTC seem to be 2 to 3 weeks early this year... This set back should be April, the march set back happened in Feb...history rhymes..thus far.

Date Found: Monday, 29 March 2021, 05:04:12 PM

Comment: In short: not only is everything back to abnormal, but we now have full-blown buyback mania back coupled with the Fed injecting $120BN in liquidity every month until at least 2022. For those who somehow think that this makes for a prudent shorting combination, our condolences.

Date Found: Monday, 29 March 2021, 05:11:03 PM

Comment: @badcharts1 Silver's 70$ target in Q4 2021

Date Found: Wednesday, 31 March 2021, 02:32:05 AM

Comment: @MI2Partners In #macroeconomics, when you get the direction of the #USdollar right, the rest falls into place. Triffin’s Dilemma reminds us of the inconsistencies in domestic & international goals. The consequences for the #d

Date Found: Wednesday, 31 March 2021, 02:33:34 AM

Comment: @MI2Partners Recent survey data from @BankofAmerica & others shows

#investors are taking way more risk than usual at a time when they also think #inflation is a #risk & we're within less than 50 basis points of

Date Found: Wednesday, 31 March 2021, 02:37:19 AM

Comment: @GregDaco Which asset class would outperform if we saw inflation like in the 1970s (spoiler alert: we won't)

Date Found: Friday, 02 April 2021, 02:10:26 AM

Comment: @albertedwards99 The key question for investors now is - will $ strength combine with the rolling over of the China Credit Impulse to reverse the recent commodity rally. And as US inflation breakevens closely track the oil and copper price, whether the reflation trade is just about to pop!

Date Found: Saturday, 03 April 2021, 10:36:25 PM

Comment: @crossbordercap More

#liquidity equals steeper yield curve! 20 years of data prove it!! Looks like another 50bp on Treasury yields

Date Found: Wednesday, 07 April 2021, 08:22:06 PM

Comment: @OrdOracle monthly XAU/Gold ratio at breakout level of two trend lines that intersect in the current time frame. Should see a "Sign of Strength" through these trend lines in the coming weeks and could take this ratio to .175.

Date Found: Thursday, 08 April 2021, 05:52:53 PM

Comment: BRRRR required to pay for this !

Date Found: Monday, 19 April 2021, 05:52:01 AM

Comment: Premia paid /oz for 1,000 oz silver bars. Shortage.

Date Found: Tuesday, 20 April 2021, 04:13:58 AM

Comment: @OrdOracle Have shown this chart is the past which is the weekly Inflation/Deflation ratio. bottom window is the Bollinger band width for this ratio which is pinching suggesting a large move is coming. Next rally could last awhile.

Date Found: Saturday, 24 April 2021, 07:37:46 PM

Comment: 20 weeks from 2021-04-25 is early Sept 2021 for a top!

Original Post: https://ift.tt/3iipiZG