Gold is a Counter-Cyclical Anchor
As inflation signals moderate and Goldilocks gets pumped, gold is forecasting something more virulent for Q4 - H1, 2025 While this is not an article about gold mining, it is…
1 Comment
May 10, 2024
April Payrolls Report: +175k vs. 240k expected, government finally calms down
April Payrolls Report from BLS Here is the BLS April Payrolls report (click graphic): It's the first weak report in a while and as you can see, Hazel is hanging…
May 3, 2024
FOMC Increasingly Irrelevant in the ‘Wonderland’ Economy
As FOMC readies another rate decision, its irrelevance has never been more apparent I started my market management service in 2008 with the imagery of renowned children's fantasy, Alice In…
May 1, 2024
Goin’ Stag… Stagflation Signaled in Q1 GDP Report/Inflation Combo
Stagflation is indicated by two economic conditions: Decelerating Q1 GDP Report and persistent inflationary effects Let's also realize that the economy is decelerating in its headline number despite all that…
April 25, 2024
April 11 Interview With Jordan
Interview with Jordan Roy Byrne The interview took place a day before gold shot up to near our 2450 target, led by silver. The major themes still hold, but the…
April 15, 2024
It’s a New Macro, the Gold Market Knows It, But Dead Men Walking Do Not (yet)
On the occasion of another standout payrolls report, we note that the macro is indeed changing beneath the surface Another payrolls report, another beat of expectations. Here is the breakdown…
April 5, 2024
February Payrolls +275,000 vs. +198,000 Expected
Because of course February Payrolls beat expectations! Good Ship Lollipop on course... February Payrolls checked in at +275,000 to handily beat expectations, while the unemployment rate ticked up a teeny.…
March 8, 2024
Ponzi Economy, 2024
NFTRH 799's opening segment illustrating unsustainable debt leverage Below is an exercise that considers real economic/macro/market indicators and one writer's view of what is in play this election year. I…
March 4, 2024
NFTRH 795
Notes From the Rabbit Hole, #795 Summary omitted this week as NFTRH 795 goes conversational on a weekend when an unexpected commitment popped up. "No Landing" (until after the election?)…
February 4, 2024
US Economy Continues to Service Itself; January Payrolls +353,000
January Payrolls boomed, services do the heavy lifting I was at a doctor's appointment when the drama unfolded. It was probably for the best, because I for one have been…
Comments Off on US Economy Continues to Service Itself; January Payrolls +353,000
February 2, 2024
December Payrolls Report: +216,000
December payrolls rose by 216,000 vs. estimates of 180,000 As usual you can click the graphic for the full report. In the full report you will find a certain someone…
Comments Off on December Payrolls Report: +216,000
January 5, 2024
Fed Flips, USD Flops, Runway Clear For a Not so Soft Landing
The seasonal party continues but, danger is ahead The strategy of how to navigate what is ahead has been generally covered in NFTRH and with post-FOMC clarity, it is being…
Comments Off on Fed Flips, USD Flops, Runway Clear For a Not so Soft Landing
December 14, 2023
Not to Beat a Dead Horse, But Goldilocks & Soft Landing Are All Over the Media
The anticipated "Goldilocks" disinflation continues and the media thinks it will last What do you think? Do you think Contrary Cramer will finally be right about something this time? Today…
December 12, 2023
November Payrolls Report: +199k, Hazel’s Grotesque Smile Intact
November Payrolls rise a bit more than expected (+199k vs. +190k) Here is the report from BLS (click graphic). "Job gains occurred in healthcare and government." Why of course they…
December 8, 2023