The New Macro; Gold, Stocks & Debt
The new macro features real assets over paper/digital assets I have harped upon the symbolic picture of the new macro since 2022. That was the year that the trend in…
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December 12, 2025
Notes From the Rabbit Hole #892
NFTRH 892 Back to (semi) Normal Newer subscribers may not know that I was diagnosed with prostate cancer back in January, had surgery in February and recently completed radiation therapy…
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December 7, 2025
Whiff of Inflation; Yield Curve & 10yr Yield Updated
A whiff of inflation from the Treasury market We are still in the realm of a whiff (hint, initial indication, a glint in inflation's eye) of a coming inflationary phase,…
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December 5, 2025
UiPath Stock (PATH) Noted on Tuesday, +23% Today
UiPath stock (PATH) up 23% after mentioned in NFTRH in-week notes I of course consider the weekly report the primary value aspect of the NFTRH service. Followed by the in-week…
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December 4, 2025
NFTRH+; 2 Stock Charts
Since we are managing a potential year-end rally, I'll get back to one of NFTRH+'s roots, which includes TA on individual stocks. And with it being party season (with an…
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December 3, 2025
![Read more about the article An Honor [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2025/12/grave2-rotated.jpeg?fit=3024%2C4032&quality=89&ssl=1)
An Honor [w/ edit]
It was an honor to help out [edit] A day later his grave stone still stands and his flag flies (nearest in photo), right along with those of his fellow…
December 3, 2025
REAL “Real” GDP!
REAL "real" GDP paints the real picture Not much is real in America anymore. Preservationists, Patriots and Historians want to bring reality back. I for one am very much looking…
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December 3, 2025
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+; 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
Silver, Silver/Gold Ratio, and Party Time
NFTRH 891 excerpt: Silver & Silver/Gold ratio lead a holiday event Excerpted from the November 30th edition of Notes From the Rabbit Hole: Silver, Silver/Gold & Party Time Well, it…
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December 1, 2025
Notes From the Rabbit Hole, #891
NFTRH 891 Silver, Silver/Gold & Party Time Well, it happens. There will be times when my favored scenarios do not play out. In the current case, one of three possibilities…
November 30, 2025
A Look Ahead As Gold Stocks Resume Rally, Broad Market Shakes Off Mini Correction
Gold stocks rally with the broad market, and continue leading it The gold stock sector has not been unique since the spring, when it was relatively strong while cyclical markets…
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November 26, 2025
NFTRH+; SGR, GSR and Precious Metals Internals
I don't want to use holiday seasonals or any other excuse. In being open to, even favoring a hard decline to clear the sentiment pipes, if the Silver/Gold ratio takes…
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November 26, 2025
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