As discussed frequently in 2026, the stock market has been a rotation machine all year. Some rotations have been for longer cycles (e.g. Software took hard down cycle amid AI…
As you know, the Semiconductor sector is currently tied at the hip to the AI buildout trade. As you may also know, there is a lot of negative hype swirling…
The previous update showed some macro fundamentals that may be turning against the US dollar and positive for gold. We have also noted of late that silver is still a…
It's something I've mentioned a lot in recent months. The price increases due to war and global trade tariffs/wars are not the product of inflation. Yet the Federal Reserve has…
NFTRH 937 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…
An article focusing on tax-loss season and critical minerals companies I chose this sub-sector of commodity explorers/developers/producers because it has gotten absolutely hammered after 2025's upside excess. I figured there…
I want to update some very interesting things I see in the precious metals patch. And I want to go into detail. In other words, this update will probably serve…
We began this exercise in August, first discussing how a yield curve flattener was being engineered by Bessent and Warsh. Operation Twist 2.0? Bessent & Warsh Work the Yield Curve…
The gold stock correction has dragged on for all of 2026, and it is finally maturing Indeed, the correction likely already ended back in July. But the decline from the…
Ratio charts are a guide to the inner workings, the 'guts' of the market Any chart jockey can pull up a stock, ETF or index chart and make an interpretation.…
War is inflamed again and oil is up again. Nothing has changed on the 'prices' front for the American consumer. But since when would that play into a market paint…
NFTRH 936 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…
An article on the gold stocks I wrote for Streetwise Reports In an effort to expand my audience I decided to accept an invitation to submit exclusive public articles to…
As you know, there is a lot of talk out there about the severe negative breadth divergences by the broad market to the headline SPX. These are in the form…