September 3, 2019 - Notes From the Rabbit Hole

TSX-V/TSX Ratio & Gold Stocks… What Thing is Not Like the Other Thing on This Cycle? [w/ edit… oof!]

Bueller? What is the difference between the precious metals rally of 2019 and the rally of 2016? Well, for one thing in 2016 as gold stocks bottomed and turned up…

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September 3, 2019

Economy

Looking Into the ISM Manufacturing Report

The PMI declined again in August and it was not just due to less important readings like Production or Deliveries. The key failures are highlighted. Backlogs grew for the period…

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September 3, 2019

Commodities

Global Shipping, Copper LME Stocks & Copper Price

An NFTRH subscriber kindly sent me this article on surging global shipping costs. Shipping’s great fuel switch is starting to drive up freight costs For reference, here's the NFTRH chart…

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September 3, 2019