The Semiconductor Bubble is about over-valuation and momentum, outstanding fundamentals will not stop the correction to come Note: Never will you read one word of my material that has been…
Gold's leadership was on display last year, but it's a new phase in 2026 Before beginning this article, it is time to introduce a short note to precede my posts:…
Economist Richard Werner spends 2+ hours making your head spin recounting historical events on a thread leading up to this very moment NFTRH - Notes From the Rabbit Hole -…
NFTRH 916 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
Memorial Memories I remember better times, when our always faulty (in one way or another) country was nonetheless a great country. All countries are faulty, obviously. All people are faulty…
While watching the Silver/Gold ratio for its signaling in the precious metals and wider commodity/resources areas, let's also update the would-be leader, silver. The daily chart, live in pre-market, made…
If it's going to bounce, this would be the ideal level. The stock market has barely begun to pull back, but the precious metals and other metals have led the…
In the least surprising move of 2026, the machines are rotating into software Reference Friday's now public NFTRH+ subscriber update: Here's What's Getting Rotated In As subscribers know, I had…
NFTRH 915 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
With the continued breakout in Treasury yields (ref. today's entry #4 in the daily notes), the spike in the US dollar and what looks like a head fake in the…
We have been watching for an end to the correction in the complex, as would be led by silver. So let's update silver's status (as it gets hammered this morning),…
The Silver/Gold ratio exploded higher after a long post-crash base. "That is usually a sign that the basing phase is done and a up-phase is taking place." - Captain Obvious…
Technical analysis is one tool, and I ain't no trading jockey As to that last point, I do have a small trading account that was gathering mothballs until I decided…
Macro shifts in favor of commodity related stocks This is not Grandpa's macro, and these are not Grandpa's commodities. The traditional commodity complex has shifted to more critical status, amplified…