Notes From the Rabbit Hole, #894
NFTRH 894 7 Days; A Successful Year Nears the Finish Line... Friday gave us a strong hint that Santa may have arrived. However, if he has arrived he's only got…
NFTRH 894 7 Days; A Successful Year Nears the Finish Line... Friday gave us a strong hint that Santa may have arrived. However, if he has arrived he's only got…
On November 25 we had an NFTRH+ update on this one, and today - in consideration of a potential Santa seasonal including precious metals and commodity/resources (ref. this morning's notes,…
Most NFTRH+ updates are for refining the macro markets during the week. But on occasion I like to simply highlight potential trades/buying opportunities. Much like the BABA chart shown in…
Yesterday I saw something that I think is in play, and made an NFTRH+ update about it. In a market with so much going on beneath the hood things are…
[edit] It should be noted that these being big picture charts, the extreme signal - even if it is to play out in favor of gold relative to silver -…
As stated for months/years now, the macro has swung big picture inflationary by the signaling in long-term bond yields. However, functionally we also have to deal with shorter-term, interim signals.…
There may be a lot of silver hype, but the bull case is now square with the macro backdrop A slightly edited excerpt from the December 14th edition of Notes…
NFTRH 893 This Time the Silver Hype Has Macro Backing I added to my PSLV position way up here in blue sky because of the bigger picture macro, not because…
From Wednesday's Notes entry: Got to love FOMC week, as the machines always seem to get up to something. In this case the hunch I had per the above is…
The new macro features real assets over paper/digital assets I have harped upon the symbolic picture of the new macro since 2022. That was the year that the trend in…
NFTRH 892 Back to (semi) Normal Newer subscribers may not know that I was diagnosed with prostate cancer back in January, had surgery in February and recently completed radiation therapy…
A whiff of inflation from the Treasury market We are still in the realm of a whiff (hint, initial indication, a glint in inflation's eye) of a coming inflationary phase,…
UiPath stock (PATH) up 23% after mentioned in NFTRH in-week notes I of course consider the weekly report the primary value aspect of the NFTRH service. Followed by the in-week…
Since we are managing a potential year-end rally, I'll get back to one of NFTRH+'s roots, which includes TA on individual stocks. And with it being party season (with an…