War-driven oil prices are not causing inflation You just knew that is was going to happen; that the bombing of Iran and subsequent Iranian actions were going to drive up…
NFTRH 906 The Pig Won't Crack At least not yet. With the Iran war driving market emotion, with the US winning the war in like an hour, according to Trump.…
Never mind the headlines, the US dollar and the Gold/Silver ratio will decide what's next The 2 Horsemen of the Liquidity Apocalypse, the US dollar and the Gold/Silver ratio, are…
Gold is not rallying with the war headlines, and that's a good thing Silly MSM, at it again. Taking your eyeballs for granted and trying to harvest them. Why gold…
Lately there is a lot of scary stuff flying around the internet. You know, the purveyors of whatever will scare you the most, doing their thing. In this case, the…
NFTRH 905 Diversity Working Thus Far My portfolios are constructed, theoretically, for whatever the heck is going to happen in the near-term. Gold stocks, Semi, Tech, a couple broader stocks,…
It was a long, soul crushing * experience for her, but my daughter Izzy's short film was finally completed late last year. It's way out there, artistically. A labor of…
I am viewing this broad market correction as an opportunity, given the macro view for the balance of 2026. That includes the precious metals and commodity sectors. As you know,…
As you know, the recent quarterly reports for the gold mining industry were expected to be quite positive, and they were. We viewed that as a "sell the news" possibility…
As gold and silver get hammered this morning, the US dollar index is ramming upward. This is exactly the scenario that would lead a sector correction and corrections in other…
NFTRH 904 [Edit] I wrote much of the report below before looking at any news (I tend to silo myself off to keep noise out of the analysis). After decades…
The view is and has been disinflation first, then a return of the inflationary macro Sometimes I feel as though I write the same public article over and over. But…
American Eagle Gold is actually American Eagle Copper and Gold American Eagle Gold (AE.V/AMEGF) continues to drill, and well, it appears the market likes the recent holes. I had held…
Brief updates on the US stock market, commodities and precious metals: US Stock Market SPY is attempting to re-take the 50 day average, QQQ is still below the SMA 50…