Notes From the Rabbit Hole, #895

NFTRH 895 Silver Mania, or Different This Time? A subscriber sent me a link to this article, which I found very informative: Silver Mania and the Predictable Bust If you…

Comments Off on Notes From the Rabbit Hole, #895

NFTRH+; Precious Metals Sector Internals

The metals continue ripping higher. Party on Garth. But an important consideration for investors in gold and silver miners is the sector's internals. Of course the situation is overbought and…

Comments Off on NFTRH+; Precious Metals Sector Internals

Notes From the Rabbit Hole, #894

NFTRH 894 7 Days; A Successful Year Nears the Finish Line... Friday gave us a strong hint that Santa may have arrived. However, if he has arrived he's only got…

Comments Off on Notes From the Rabbit Hole, #894

NFTRH+; Yield Curve & Bond Market Signaling

As stated for months/years now, the macro has swung big picture inflationary by the signaling in long-term bond yields. However, functionally we also have to deal with shorter-term, interim signals.…

Comments Off on NFTRH+; Yield Curve & Bond Market Signaling

Notes From the Rabbit Hole #893

NFTRH 893 This Time the Silver Hype Has Macro Backing I added to my PSLV position way up here in blue sky because of the bigger picture macro, not because…

Comments Off on Notes From the Rabbit Hole #893

NFTRH+; Market Internals

From Wednesday's Notes entry: Got to love FOMC week, as the machines always seem to get up to something. In this case the hunch I had per the above is…

Comments Off on NFTRH+; Market Internals