Gold: The Anti-Bubble
Gold is not a risk asset, it is an insurance policy, and the gold mining industry will one day leverage that characteristic Just as a standard financial insurance policy is…
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August 25, 2023
After the Yield Curve inversion; bear market rally to end, precious metals to bottom
As the 10yr-2yr yield curve inversion plays out, the time is coming for a turn in fortunes Before proceeding, I'd like to remind you that this article is not written…
June 23, 2023
CRB/Gold ratio will tell about inflation
The CRB/Gold ratio rose impulsively as it should have during a cyclical inflation problem that got out of the Fed's hands As noted in the previous post, the SPX/Gold ratio…
June 21, 2023
Stock Market (adjusted by gold): Real?
The stock market (SPX) as adjusted by gold was in a real bull market until 2000, was in a fake bull market during the times it rose from 2001 to…
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June 21, 2023
Gold price suppression, or unbroken confidence by the herd?
Gold price suppression is the excuse du jour for its lack of relative performance; but that is not the reason First let me get this in print up front; the…
May 18, 2023
Copper/Gold ratio: “the metals” is not a thing
"The metals" is not a thing says the Copper/Gold ratio; but a more in-depth macro view is required as this Greed/Fear ratio breaks down To preface, I have no right…
May 3, 2023
Copper/Gold ratio confirming favored macro view
The Copper/Gold ratio continues its breakdown As if on cue to what NFTRH 754 had to say last weekend: However, I am most interested in copper for its signaling vs.…
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April 25, 2023
![Read more about the article Gold price (monthly chart), amid the noise [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2019/07/hypetrain.jpg?fit=1000%2C669&ssl=1)
Gold price (monthly chart), amid the noise [w/ edit]
A monthly chart view of the gold price projects a break to blue sky, but needs to confirm a breakout first (and endure the noise of an 'in the bag'…
April 14, 2023
NFTRH 752 excerpt; Some words about Gold
NFTRH 752 began with some discussion about gold Email Response to a Subscriber About Gold’s Technical Situation To address what may be on a lot of peoples’ minds after what…
April 11, 2023
Gold mining macro fundamentals checkup
The gold mining macro fundamentals that matter are constructive and likely to improve in 2023 Real gold mining macro fundamentals matter. A lot. Here is a list of things that…
April 7, 2023
Why Gold?
If the decades old bubble in paper assets is ending, that's why gold! Various promotions along the way of the Continuum have distilled the case for gold down to handy…
March 31, 2023
Gold and SPX (GC & ES): Surprised?
Gold and SPX (ES) are doing what a sentiment relief bid would do The supposed banking "crisis" is an excuse to spur over-bearish sentiment into what I think may be…
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March 27, 2023
USD and Gold; what gives?
USD and gold have both been firm (this morning) against a steepening yield curve It's a deflationary yield curve steepener, as evidenced by both the 10yr and 2yr yields dropping…
March 24, 2023
The Gold/Copper ratio did not break down
The Gold/Copper ratio is intact and indicating risk for the cyclical global macro We projected a rally to run from Q4, 2022 to or through Q1, 2023. It is technically…
March 1, 2023