Gold's leadership was on display last year, but it's a new phase in 2026 Before beginning this article, it is time to introduce a short note to precede my posts:…
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…
The Uranium sector is breaking upward from a bull flag/corrective consolidation channel While some stocks went up (especially in the Oil/Gas and Fertilizer/Ag sectors) and many went down during the…
2025 was was a bad one in many ways except investment (IMO & speaking personally) A silver (and gold) lining was, of course, the precious metals sector for we who…
NFTRH 891 excerpt: Silver & Silver/Gold ratio lead a holiday event Excerpted from the November 30th edition of Notes From the Rabbit Hole: Silver, Silver/Gold & Party Time Well, it…
As the macro backdrop evolves, our investment orientation will include more commodity-related investments and speculations It comes down to a question of when (not if, in my opinion) the broad…
A government boosted Rare Earth mania kicks in as the media finally jump aboard Remember back in 1999, when it was like a roundup? Every piece of shit stock with…
Gold led the Precious Metals & Strategic Commodity Melt-Up and it's nothing like a bubble; it's a launch within a new macro Two things can be true at once. The…
A new Commodity Super-Cycle is likely, finally I have poked fun at the Commodity Super Cyclers over the years. Churning out analysis telling of a great economic reset toward real…
The future is now for Strategic and critical commodities at the heart of the current global macro alignment Source: MP Materials I am moved to write this article because what…
The Silver/Gold ratio trades, my name for a wider commodity rally, are on the cusp of another leg up You could call them "inflation trades", but the post-2021 phase and…
The commodity rally, such as it has been so far, should take on a new intensity, possibly after a summer cool-down Below I present for you one of those charts…
Not only is the Sprott Uranium holder (SRUUF) attempting a break out, but it's recoiling to test the breakout area as would-be support [edit] Longer-term chart added to show clear…
An "inflation trade" is possible, but take heed of its shelf life With the tariff/trade war drums fading lately, the logical conclusion is "inflation trade upcoming!" and cyclical markets -…