In the least surprising move of 2026, the machines are rotating into software Reference Friday's now public NFTRH+ subscriber update: Here's What's Getting Rotated In As subscribers know, I had…
NFTRH 915 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…
With the continued breakout in Treasury yields (ref. today's entry #4 in the daily notes), the spike in the US dollar and what looks like a head fake in the…
We have been watching for an end to the correction in the complex, as would be led by silver. So let's update silver's status (as it gets hammered this morning),…
The Silver/Gold ratio exploded higher after a long post-crash base. "That is usually a sign that the basing phase is done and a up-phase is taking place." - Captain Obvious…
Technical analysis is one tool, and I ain't no trading jockey As to that last point, I do have a small trading account that was gathering mothballs until I decided…
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…