America needs to get its ass in gear on Semi
As the Biden administration obsesses on faulty and fantastical green initiatives (and all that carbon needed to implement them), the US is falling behind in the critical Semiconductor space This…
As the Biden administration obsesses on faulty and fantastical green initiatives (and all that carbon needed to implement them), the US is falling behind in the critical Semiconductor space This…
The 3 month T-Bill yield is up while inflation expectations continue to moderate Despite the recent decline in inflation expectations by this marker (as noted in NFTRH 711)... The 3…
It's an oversold bounce for the copper price, the Copper/Gold ratio and likely other commodities The daily copper price (futures) is showing a logical bounce from a small support shelf…
Support #1 for Bitcoin has been hit, but #2 is well lower My preferred no-brainer target - per NFTRH's Currencies segment - has been 12,500 as we've been noting for…
SSR Mining stock included in Russell 1000, gets clobbered [edit] Thanks to subscriber MM: "shut down main mine due to cyanide leak into water table." I can't find any other…
Back to the normal format after getting some important details and distinctions worked out in last week's more talkative edition. NFTRH 711, out now. For "best of breed" top down…
I found this old verse, chorus, bridge thing I did as I was first trying to get comfortable on bass. Slapped some words on it last week and a title…
HUI is back above the 235 marker after ticking a slight lower low this morning. From the last update... So for functional purposes let’s refine it to last week’s lows…
Sabina has the lower political risk, which ultimately meant lower total risk A few months ago I was considering funded gold mine developers Sabina Gold & Silver (SBB.TO/SGSVF) and Rio2…
Ladies and Gentlemen, behold inflationist gold bugs' handy work It never fails. On a day and during a week when industrial metals (incl. Doctor Copper), Agricultural commodities, outlier commodities and…
Doctor Copper's scrip: "The economy is starting to gear down due to the reduction of the very cyclical inflationary forces that had stimulated the patient previously. If you feel a…
In NFTRH 710 it was noted that HUI 240 area was a line in the sand to a more bearish near-term view. I just want to clarify that nothing is…
The real, or inflation indexed yield on the 5yr is spiking In Saturday's interview Jordan asked me a question about real yields and gold. Specifically, why is gold so relatively…
Do not be these two things simultaneously; cyclical inflationist and fundamental gold mining bull Whereby I turn my word salad loose upon the world. After an opening with too many…