Gold and the Macro
NFTRH 931 excerpt Excerpted from this week's edition of Notes From the Rabbit Hole: Macro & Data I had a meeting with a young man from Taiwan on Friday morning.…
NFTRH 931 excerpt Excerpted from this week's edition of Notes From the Rabbit Hole: Macro & Data I had a meeting with a young man from Taiwan on Friday morning.…
Stocks, commodities and precious metals are bullish, as anticipated, but post-election balance will shift It's all been bullish after the summer swoon, as anticipated. While one reliable indicator we track…
The gold market has a lot going against it at this time (note: "at this time") This is a non-comprehensive view of the gold market and what is in store.…
The rally in the SPX/Gold ratio is nearing a critical decision point From a post on the precious metals and the "new macro" in January: The 3 Snowmen and the…
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…
The new macro features real assets over paper/digital assets I have harped upon the symbolic picture of the new macro since 2022. That was the year that the trend in…
Below is a profound picture of the gold bubble But first, let's review one of several "gold bubble" headlines that have appeared recently. In this piece, the analyst in question…
Down the rabbit hole (again) NFTRH is a service that does not perceive itself to be paid to promote conspiracies or anything other than getting the macro situation and the…
Gold is "value", which is revolutionary in a greed-oriented society Reference my August 21st post, Gold Is Revolution. The post boiled down to what I've been saying since I began…
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…
NFTRH macro view is proceeding nicely Excerpted from the September 7th edition of Notes From the Rabbit Hole, the bullet points below illustrate past phases that successfully guided us to…
For related material please check out my video discussion of gold stock technicals and the overall sector (Sept. 3) and subscribe to the YouTube channel. Or you can see the…
Important gold ratios to markets that are more cyclical When gold rises again vs. these markets the counter-cyclical economic view will generally be back on. Gold has far more utility…
Precious Metals - Gold An excerpt from the Precious Metals segment of the August 24th edition of Notes From the Rabbit Hole (NFTRH 877) focused on gold, which followed discussion/analysis…