On infrequent occasion I comment on Dennis Gartman, the improbable media star who must have compromising photos of someone higher up at CNBC. That is because I have the mainstream…
This update will assume anyone interested in the trade also believes that long-term interest rates are going to decline near-term, despite overwhelming popular opinion to the contrary. I am one…
I can't get the image out of my head of a Dow Theorist as a mature gentlemen wearing a silk ascot and smoking jacket in a well appointed library featuring…
I've been thinking about the current Fed Funds rate hike cycle, which is logically gaining forward momentum now that the Fed can stand down from its 8-year, ultra-lenient monetary policy…
We are (finally) on the anticipated bounce in the miners. They will need to exceed a few key resistance levels we are watching to even think about getting bullish beyond…
I keep a list of Warren Buffett's Berkshire Hathaway holdings for reference. I'd already long-since bought IBM but was pleased to see it on the list. Current holding VRSN, which…
This week's Notes From the Rabbit Hole included a little Payrolls/Wages related economic discussion before moving on to the usual coverage of stock markets, commodities, precious metals, bonds, currencies and…
It does a good job of refining the employment situation, the U.S. economy, the precarious status of the 'Trump trades' and a lot more. Why, I'd bet it's the only…
Well, certainly not. As I've been beating you over the head with, Trump's "protection will lead to great prosperity" is a canard and the forward march of automation and progress…
I am starting this post just prior to the NFP release. Here is the link to BLS for reference. The median forecast by economist type people is +221,000 vs. the…
I took the dividend and profit on IBM and clipped another item before it could start rolling up a loss. I think that precious metals will bounce, but they are…
On February 27 we had a post highlighting Keith Weiner's positive fundamental view for gold and silver and his target for the gold-silver ratio. As noted in the post, "the…
First off, let's realize that gold vs. the US stock market remains a bearish underpinning for the gold stock sector. GLD-SPY is declining from an ugly pattern, perhaps to a…
You could say (and in fact I did say last weekend) that Peak Trump is indicated by the likes of commodities, resources and materials continuing to weaken. These are supposedly…