On the occasion of another standout payrolls report, we note that the macro is indeed changing beneath the surface Another payrolls report, another beat of expectations. Here is the breakdown…
Why are gold and commodities up and stocks under pressure as long-term interest rates rise? Because, this... The 10-2 yield curve is threatening to resume steepening. The uplift from the…
Updating gold ratios to other markets using associated ETFs Sure, gold is a pretty and heavy object that people fall in love with (and express their love with). But it…
Gold and gold stocks, current view Below is my response to an NFTRH subscriber by email. I think it is a good idea to briefly state clearly where I am…
The all-important ratios of Gold to other markets are in rally mode Gold ratios, as illustrated using daily charts of the related ETFs, are very important to the macro case…
The bubble in 'no holds barred' monetary policy (birthed under Alan Greenspan) and the bullish markets it benefits are in their third decade Gold, meanwhile, will not be ready until…
Below is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 792 Bond Market, Gold, Yield Curve and the Changes to Come While it is…
The macro market backdrop is not likely to go the way trend following market watchers currently anticipate In fact, with patience it could turn out to be like shooting contrary…
Gold is trending up in relation to the median of 1700 stocks While it is going sideways vs. headline US (SPX/SPY) and global (DJW/ACWX) stocks, we have been noting in…
The gold price gets summarily reversed after mainstream financial media touts Why of course the MSM noticed gold's flirtation with all time highs. Click image, get article (which I have…
The gold price held where we'd anticipated, now taking out resistance The gold price is doing as anticipated, per this (now public) NFTRH+ subscriber update. As noted in the November…
The time is at hand for gold stocks to prove a phase change similar to 2001-2003 Huey lugs his cart of rocks out of a mountainside shaft In 2000 a…
The gold price is taking a hit but importantly, crude oil is taking a harder hit Let us hear no ghost stories about Banksters attacking gold or as Larry would…
Gold ratios to cyclical markets are rising Using the related ETFs, let's have a look at gold's ratios to other markets. Gold's relative standing within the macro has been impaired…