September 17, 2026 - Notes From the Rabbit Hole

Video: Gold Stocks and the Yield Curve

Putting into words and visuals what I've been developing in written form over the last several weeks. https://www.youtube.com/watch?v=fyZkTPeX0RY For “best of breed” top-down macro analysis and market strategy covering Precious…

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September 17, 2026

Gold Stocks / Notable Public Posts / Public

Gold Stocks and the Yield Curve

Gold stocks and the yield curve; Bessent & Warsh Op/Twist-lite paints temporary Goldilocks On the charts below, perhaps you can see why, if they are successful in pressuring the yield…

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September 17, 2026