December 2, 2025 - Notes From the Rabbit Hole

Yield Curve Sneaking Toward Steepener

The 10yr/2yr yield curve is taking on a steepening bias Just a little report from beneath the market's surface. If you're like me and you want to know the macro…

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December 2, 2025

NFTRH Interim Updates / NFTRH+

NFTRH+; Risk-on Signaling

As defensives like Healthcare stocks and oddballs/outsiders like gold stocks and some commodities weaken in the short-term, Wayne & Garth start to think they will... Party on! ...per the year-end…

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December 2, 2025