Demand Pull Inflation... Updated
Two years ago we wrote a long article on the coming demand pull inflation. Lets look at the charts refreshed.
Here is the article from March 2024. Most of what was discussed there is still in our future. If you positioned the way we described at the end of the article, you are likely up 100% or more from its date.
The Coming The Second Wave - Demand Pull Inflation
With old inflation riding the headlines, I have read till I am bleary-eyed, and I can't get head from tails of the whole thing. ... Now we are living in an age of explanations-and plenty of 'em, too-but no two things that's been done to us have been explained twice the same way, by even the same man. It's and age of in one ear and out the other. - Will …
Producer Price Index
After huge run in gold, silver and most recently oil, we are nowhere near the peak… unfortunately. PPI historic chart tells the story of the modern US economic era. We have successfully put in a higher low from March 2024.
Treasury Rates
Over about 100 years, you can see just how significant this new era of treasury rates are. This is the reason bombs get dropped. Significant hegemonic aspects are at play if the chart plays out the way fractal analysis suggests. Keep in mind, these are yields, so chart is linear, not log. 10 Year MA seems to be the definition of historic economic regimes.
Gasoline
For the moment there is resistance at $3.60. But $7/ga is implied here. Yikes!
Gold
Copper
$8.50 is measured move, long term.
Platinum & Palladium
We posted:
Turns out, the volume suspicion was correct…
Commodities General
Thomson Reuters CRB, notes from article.
Invest in inflation. It is the only thing going up. - Will Rogers