In NFTRH 922 we discussed a plan where markets, including precious metals bounce/rally in the short-term, but enter a danger zone, beyond the short-term. This is due to gathering negative…
In addition to the macro work done in NFTRH 922, I'd like to do micro work on some sectors going forward. Let's start with the Semiconductor sector, our long-time leading…
NFTRH 922 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…
Speaking of internal rotations, as we have been lately, here is another that looks like it has based over the last two months and is ticking a base breakout. This…
The anticipated disinflationary phase is finally here Excerpted from this week's edition of Notes From the Rabbit Hole, NFTRH 921: Macro A hybrid “macro/sector fundamental” for gold stocks is the…
NFTRH 921 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…
Precious metals risk/reward now positive as the Gold/SPX Ratio declines to target Risk in gold, the miners and especially silver was nosebleed high back in January. So much so that…
I started an entry in the in-day notes, but realized it was going to go on long enough and in enough detail that an NFTRH+ update would be more appropriate.…
Last week as we noted the yield curve flattening in reaction to the hawkish tone of the Fed, and with the US dollar firm, we opened the prospect of Goldilocks.…
It's not the biggest news in the world, and the macro is potentially turning adversarial to gold stocks. But in the event that the sector is to get back on…
NFTRH 920 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…
Post-FOMC, a 'Goldilocks market' is developing and an unbiased view is called for Markets were apparently surprised by the hawkishness of the maiden voyage of the Warsh FOMC. Pre-FOMC we…
The HUI Gold Bugs index is well along in its correction In the precious metals, like other markets, I am usually focused on market internals, especially by way of ratio…
NFTRH 919 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…