Gary Tanashian
Gary Tanashian of 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 realities through various economic cycles. The natural progression from this experience is an understanding of and appreciation for global macro-economics as it relates to individual markets and sectors.
Articles by Gary Tanashian
Inflation has permeated the macro markets; where to from here?Apologies in advance for some of the possibly confusing content to follow. But if this were easy anyone could do it, eh? There are a lot of balls in the air; balls known as...
While copper went through its correction we have been noting each week in NFTRH that the Industrial Metals index, GYX had never aborted its bullish stance. Trends remained up and the index price held the SMA 50’s intermediate trend all the...
Below is an excerpt from an NFTRH report (#676, due out on 10.10) that has not even been written yet, outside of this opening segment that clarifies and makes some of the concepts NFTRH deals in more standard and hence, more readily...
Back on June 21, we compared inflation with the fading CDNX/TSX Ratio using this chart (updated here). Nearly 3 months later, while inflation expectations look poised to turn back up TSX-V/TSX continues to robo-trend down.Da ‘V’ is not an...
The summer (inflation) cool down continues…We anticipated it in NFTRH well ahead of time using the (monthly 30yr yield) Continuum as a visual guide. The idea was that the inflation uproar of Q1……needed to be tamped down, preferably to a...
In the midst of work uncovering a target for the US dollar that will surprise many if it comes about, of taking a hard look at the messages of long-term Treasury yields and the yield curve, defining potential macro outcomes (inflation,...
Yellen says inflation and interest rates are “too low”.Straight from the Bizzaro World comes Treasury Secretary Janet Yellen, wooing inflation and the higher interest rates that would attend it.Higher interest rates would be good for the...
Stagflation in the offing, unless it’s not different this time…As corporations continue to raise wages, market participants fear the Fed is wrong about supposedly “transitory” inflation, long-term Treasury bond yields resume the rally (...
It’s the Bond Market, Stupid !As our Continuum chart predicted over a year ago, Jerome Powell was called to his higher inflationary powers when the macro markets liquidated with great violence and terror. This link shows the...
Below is the ‘Opening Notes’ segment excerpted from the February 21 edition of Notes From the Rabbit Hole, NFTRH 643. The point of this segment was primarily to illustrate how hard it was to adopt the inflation view in Q4 2008 and in...
Pages
