Immortal She, Finally!
It was a long, soul crushing * experience for her, but my daughter Izzy's short film was finally completed late last year. It's way out there, artistically. A labor of…
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March 5, 2026
NFTRH+; A Case for Exploration & Royalty
I am viewing this broad market correction as an opportunity, given the macro view for the balance of 2026. That includes the precious metals and commodity sectors. As you know,…
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March 3, 2026
NFTRH+; Important Consideration on the Gold Miners (plus broader market discussion)
As you know, the recent quarterly reports for the gold mining industry were expected to be quite positive, and they were. We viewed that as a "sell the news" possibility…
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March 3, 2026
NFTRH+; Gold, Silver, Gold/Silver Ratio & USD
As gold and silver get hammered this morning, the US dollar index is ramming upward. This is exactly the scenario that would lead a sector correction and corrections in other…
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March 3, 2026
Protected: Notes From the Rabbit Hole #904
NFTRH 904 [Edit] I wrote much of the report below before looking at any news (I tend to silo myself off to keep noise out of the analysis). After decades…
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March 1, 2026
“Interim” Disinflation Within the Inflationary Macro
The view is and has been disinflation first, then a return of the inflationary macro Sometimes I feel as though I write the same public article over and over. But…
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February 27, 2026
American Eagle Gold; Another Hit
American Eagle Gold is actually American Eagle Copper and Gold American Eagle Gold (AE.V/AMEGF) continues to drill, and well, it appears the market likes the recent holes. I had held…
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February 25, 2026
NFTRH+; Pre-Market
Brief updates on the US stock market, commodities and precious metals: US Stock Market SPY is attempting to re-take the 50 day average, QQQ is still below the SMA 50…
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February 25, 2026
NFTRH+; GDX, No Surprise Here
Yesterday GDX poked the target zone of 108-110. Now it is decision time. Reviewing the factors in play, we anticipated that a bounce could very well coincide with earnings season,…
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February 24, 2026
NFTRH+; A Sector Rotation Buy Candidate
The Materials sector has been one that has been rotated into as Tech (especially software) has been rotated out of. Much like the gold mining sector and other more commodity/resources-related…
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February 23, 2026
2026 Monetary, Fiscal Backdrop & the Economy
A modified * excerpt from the February 22nd edition of Notes From the Rabbit Hole, NFTRH 903: The Drive to the Mid-Terms We know that the Trump administration is going…
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February 23, 2026
NFTRH+; Daily Chart TA for Gold, Miners, Silver & Sector Internals
NFTRH 903 got pretty wordy and not overly charty. So let's update the daily chart technical situation in gold, GDX and silver as they stand in pre-market. After taking a…
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February 23, 2026
Protected: Notes From the Rabbit Hole, #903
NFTRH 903 Huey, Dewey & Louie I've been trying to make heads or tales out of the near-term US stock market situation, looking at the still vulnerable NDX (QQQ), the…
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February 22, 2026
NFTRH+; Watch Sector Internals & Silver Here
To this point, the expected bottom and rise in the Gold/Silver ratio, dragging USD up with it, has pressured the precious metals and many aspects of the commodity sphere, as…
February 20, 2026