This article is only available at nftrh.com, anewsituation.com and Substack (sign up!) Interim Plan: Disinflation or Liquidity Scare? In 2023 we began planning for a disinflationary phase, and slowly but…
NFTRH 902 Interim Plan: Disinflation or Liquidity Scare? In 2023 we began planning for a disinflationary phase, and slowly but surely it arrived in the form of a volatile inflation…
The near-term path is disinflationary, but the macro is now clearly inflationary With Treasury bonds firming up lately, it is time to review the game plan NFTRH has been working…
While the US dollar is soiling itself so far this week, the Gold/Silver ratio (GSR) maintains a rally stance. So one of the 2 Horsemen is firm at least. However,…
By now, through up cycles and down ones, you know my simple views on gold. "Gold is about value, not price" being the primary one. In a fiat world gone…
NFTRH 901 Summary US Stock Market: We should know this week if the short-term breakdown in NDX was real or a head fake. SPX target is and has been 7400,…
Well, it is certainly not a grind. It's a series of down and up elevators for silver. Because of course it is for gold's wild little bro. In this update…
We had a long and prosperous rally in gold stocks for the right fundamental reasons. When the Silver/Gold ratio bottomed and turned up it introduced inputs of massive speculation and…
The US stock market's trends are up. Most indexes are technically intact and it's a bull market. So bear speculation needs to take that "good news" into account. But that…
Excerpted opening segments of NFTRH 900: Warsh & The Silver Flash Crash 900 I always get amazed when the number of NFTRH editions hits a round number. 900 times have…
NFTRH 900 900 I always get amazed when the number of NFTRH editions hits a round number. 900 times have I sat down and written these things. I love it.…
Second posting of 'ratio charts' video, hopefully with better results [edit] Okay, well, I think the volume issue is in my recording. Sorry about that, folks. I'll get on top…
After yesterday's updates, first my conversations with bullion dealers and then a subscriber's due diligence, another subscriber checks in with 'boots on the ground' information, along with a suggestion for…
After my previous update on silver this morning, I heard from a subscriber who added a boat load more due diligence on top of mine. The conclusion is the same…