Gold is a Counter-Cyclical Anchor
As inflation signals moderate and Goldilocks gets pumped, gold is forecasting something more virulent for Q4 - H1, 2025 While this is not an article about gold mining, it is…
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May 10, 2024
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Relatively Solid Article on Gold/Gold Miners [w/ edit]
The Divergence Between Gold and Gold Miners While I do not necessarily agree with the writer's assertion that mining costs are likely to keep rising, short/intermediate-term, the writer has got…
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May 6, 2024
Is the Gold/Copper Ratio Broken?
The Gold/Copper ratio is quite bent, but not broken Much like the Gold/Silver ratio was not broken despite some hopeful hype on X that it was (boosting silver bulls' case),…
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April 29, 2024
April 11 Interview With Jordan
Interview with Jordan Roy Byrne The interview took place a day before gold shot up to near our 2450 target, led by silver. The major themes still hold, but the…
April 15, 2024
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Macro Turning in Favor of Gold [w/ edit]
Excerpt from NFTRH 804 (April 7) on the macro turn in favor of the anti-bubble, gold [edit] A lot changed in the gold market since this article was written. Notably,…
April 11, 2024
It’s a New Macro, the Gold Market Knows It, But Dead Men Walking Do Not (yet)
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…
April 5, 2024
Why Are Gold and Commodities Positive Amid Rising Long-term Yields?
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…
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April 2, 2024
Update on Gold Ratios
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…
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March 28, 2024
In Case There is Any Confusion, My Stance on Gold and Gold Stocks
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…
March 14, 2024
Gold Ratios, Not Surprisingly Bouncing/Rallying
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…
March 5, 2024
It’s a Bubble, and It’s Intact
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…
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February 8, 2024
Bonds / Bubbles / Gold / Inflation & Deflation / Market Indicators / NFTRH / Notable Public Posts / Public
Bond Market, Gold, Yield Curve and the Changes to Come
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…
January 15, 2024
Stock Market Melt Up Continues as Anticipated, Gold Lurks, Changes to Come in 2024
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…
December 27, 2023
Gold Trending Up vs. Median Stock
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…
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December 27, 2023