Notes From the Rabbit Hole, #866
NFTRH 866 He's at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater (of the absurd), the odds are near zero that the Fed…
NFTRH 866 He's at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater (of the absurd), the odds are near zero that the Fed…
The 10yr2yr yield curve steepening trend is well intact, indicating an oncoming economic bust not too far out on the horizon It's not the only indicator to the macro, but…
With consideration that Payrolls (median forecast +125,000) will be out shortly and things could change, pre-market, the Silver/Gold ratio (SGR) is smashing its way upward... The view had been for…
I am trying to treat us like adults, not like a bunch of schleps rooting and cheering for the home team. The home team being Goldbugville and the metals within…
[edit] I corrected some wording in the update, so it may be worth another read if you've already gone through it. Also, I have not done anything today (like hedging…
Trump's latest hectoring of Jerome "too late" Powell after ADP Employment Report OMG, Jerome Powell appears to have aged markedly in 2025. You can click the image to read all…
With the Silver/Gold ratio indicating that our inflation trade plan is on track... ...and with the fact that crude oil fund USO is trending up vs. WTI (not always the…
NFTRH 865 Emotional Wax On/Wax Off That is what Trump, Bessent and now the idiot Sec-Def are creating. Emotion and volatility, economically through the tariff regime and geopolitically through sabre…
The Silver/Gold ratio is oversold, but silver is not "undervalued" relative to gold based merely on price A common hue and cry from Team Silver Bug is that silver is…
Our plan for gold stocks has been to make a new high above the 2020 highs. That has been accomplished with HUI taking out 373 (current: 396 after making a…
The Semiconductor Equipment sub-sector is the bedrock, the picks and shovels of the Semiconductor industry. Semi companies - especially the makers of this expensive manufacturing equipment - have taken a…
AMZN bull flag on declining volume Just getting my own feet wet with some NFTRH++ activity, as I'd like to participate when Hammer gets the meat of the service ready.…
By the XLV/SPY ratio and several other indicators, risk is back on in the markets VIX: Deeply depressed from the hysterical April high, indicating complacency High Yield (junk) Spreads: Deeply…
I was passing through the town of Shirley, MA on Saturday. That is the location of the former Fort Devens military base and home to military families. At the town…