November 25, 2025 - Notes From the Rabbit Hole

NFTRH+; A Reminder About the Q4 Rally Theme

We have long been anticipating a market rally (including most sectors/markets) of some kind during Q4, with the decline from the October 29th high being the decider about how powerful…

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November 25, 2025

NFTRH Interim Updates / NFTRH+

NFTRH+; “Real Price” of Gold

Gold is down 250 bucks from the high, nominally. The precious metals complex is "technically" in correction. But what of the "real" price of gold, as measured in other asset…

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November 25, 2025

NFTRH Interim Updates / NFTRH+

NFTRH+; Precious Metal/Commodity Royalty Setting Up

While I evaluate whether or not I am wrong to be hedging precious metals positions (all the more difficult to evaluate during a holiday week), as noted, I have been…

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November 25, 2025