The Gold Market Bides Time As Pigs Set Free
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.…
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July 24, 2026
It’s the Inflation, Stupid
Inflation is the root of societal evil "It's the economy, stupid"... James Carville (1992) Half right, James. Today it's the "inflationary component and driver of the economy, stupid". As the…
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July 8, 2026
Macro: Interim Disinflationary Phase
The anticipated disinflationary phase is finally here Excerpted from this week's edition of Notes From the Rabbit Hole, NFTRH 921: Macro A hybrid “macro/sector fundamental” for gold stocks is the…
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June 29, 2026
Set Free From Gold, the Fed and Both Aisles Ruined America
With gold no longer an austerity anchor, the Fed and both aisles of government have brought America to this point - call in the Screw Worm! Pardon the mostly non-market…
June 5, 2026
Oil, Economic Deceleration & a Crack-Up Boom?
von Mises Crack Up Boom could follow the negative economic effects of war There is currently much hype in the media about a hawkish Fed because the media wrongheadedly anticipates…
March 27, 2026
Printing is Inflation, War Effects Are Not
War is not inflation, printing is inflation I firmly believe that a great game of misdirection is in play, whether intentional or just out of ignorance. That misdirection is in…
March 24, 2026
War-Driven Oil Prices More Likely Deflationary
War-driven oil prices are not causing inflation You just knew that is was going to happen; that the bombing of Iran and subsequent Iranian actions were going to drive up…
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March 18, 2026
“Interim” Disinflation Within the Inflationary Macro
The view is and has been disinflation first, then a return of the inflationary macro Sometimes I feel as though I write the same public article over and over. But…
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February 27, 2026
Goldilocks vs. Liquidity Scare, Later Stagflation
This article is only available at nftrh.com, anewsituation.com and Substack (sign up!) Interim Plan: Disinflation or Liquidity Scare? In 2023 we began planning for a disinflationary phase, and slowly but…
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February 16, 2026
A Disinflationary Path to the Next Inflation Problem
The near-term path is disinflationary, but the macro is now clearly inflationary With Treasury bonds firming up lately, it is time to review the game plan NFTRH has been working…
February 13, 2026
Whiff of Inflation; Yield Curve & 10yr Yield Updated
A whiff of inflation from the Treasury market We are still in the realm of a whiff (hint, initial indication, a glint in inflation's eye) of a coming inflationary phase,…
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December 5, 2025
Yield Curve Sneaking Toward Steepener
The 10yr/2yr yield curve is taking on a steepening bias Just a little report from beneath the market's surface. If you're like me and you want to know the macro…
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December 2, 2025
Reality is One Thing, Markets Are Another
Excerpted from the November 2nd edition of Notes From the Rabbit Hole (NFTRH 887): As noted last week, I am hearing all too much talk about a market crash to…
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November 2, 2025
It’s Jackson Hole Week, With Implications
Jackson Hole week is often used as a policy bull horn It is clear that the market is taking some froth off the top of several recently over-bullish areas (everything…
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August 20, 2025
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