Macro shifts in favor of commodity related stocks This is not Grandpa's macro, and these are not Grandpa's commodities. The traditional commodity complex has shifted to more critical status, amplified…
Iran a mess, Trump heads to China to try his luck, market internals in focus, Silver/Gold ratio makes a move It has been intense, but so far rewarding. Playing this…
Well folks, we were on watch for it and today, for some reason I have not yet been able to ascertain, it happened. Last week the Silver/Gold ratio showed its…
Excerpted from the May 10th edition of Notes From the Rabbit Hole While I am a gold bug, I am not a narrowly focused bug. In the markets I want…
NFTRH 914 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…
The April Payrolls report shows the usual suspects doing the heavy lifting, except for Government It was predictable that one of the pillars of Biden's years, government, would get kicked…
Doink meaning 'an important signal is triggering'. It is all well and good for us to look around the macro and see charts bouncing and otherwise reacting to geopolitical news…
It feels different this time, from the previous TACOs and subversions of peace talks. We shall see. But the markets sure are reacting as if it's real this time. As…
The rally in the SPX/Gold ratio is nearing a critical decision point From a post on the precious metals and the "new macro" in January: The 3 Snowmen and the…
The Gold Miners Bullish Percent index (BPGDM) is severely oversold, but... Many people know, but some do not; the BPGDM is a measure of overbought or oversold conditions for the…
I went over to the Indicator Charts page and fiddled around a little. I added 50 and 200 day moving averages to the GDX/Gold ratio and came up with a…
NFTRH 913 Welp? "What're ya gonna do?" I've used this AI-generated guy lately to express my feelings on a couple different subjects. In this case, opening NFTRH 913, I am…
I have favored a resumed precious metals correction after a short-term bounce. But I am never afraid to be wrong. Well, I don't like it. But I'm never afraid to…
Sometimes in this space we discuss individual stocks. Mainly due to technical considerations, but obviously, if I were not "top-down" constructive on a market or a sector I would likely…