Goldilocks hangs in the balance of the Bessent, Warsh, Trump media drama We find ourselves at CPI/PPI week, just prior to FOMC week. Let the cacophonous Misdirection Olympics begin! You…
2026 has been a year for the ages, where looking inside the market is concerned. The internals have shifted often, and that is evidenced by the way some segments/sectors corrected…
NFTRH 931 excerpt Excerpted from this week's edition of Notes From the Rabbit Hole: Macro & Data I had a meeting with a young man from Taiwan on Friday morning.…
NFTRH 931 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…
And I don't mean Hazel... Although Hazel and her grotesque grin are back as well, as August payrolls knocked it out of the park on the back of non-productive Leisure/Hospitality…
The HUI chart (previous update) does not show gaps or volume. The GDX chart does. As yet, GDX volume is not showing much conviction. Although the price is pointing upward.…
Here is yesterday's first entry in the subscriber blog: You win some (timing a buy on MAIFF/MAI.V) and lose some (my hedges, which have gone from solid paper profits to…
NFTRH 930 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…
Operation Twist 1.0 was a stroke of pure (evil) genius by Ben Bernanke 15 years ago, and two modern day Wizards may be trying to engineer something similar today "Sanitize"…
For the benefit of subscribers who do not follow the in-day/week blog, * I clipped one of today's entries because it potentially has macro relevance. More to come, likely in…
Excerpted from the August 23rd edition of Notes From the Rabbit Hole Before Getting to the segment, I just found out that during the same week Bessent announced a stimulative…
NFTRH 929 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…
As you know, we have had simple Fib retrace levels (corresponding with resistance) for upside targets on the HUI Gold Bugs index. The less favored target was the 50% Fib.…
NFTRH 928 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…