After a stellar 2025, 2026 has seen a pivot away from precious & critical minerals, as we await a new pivot From the standpoint of the most precious metal of…
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.…
A macro view was discussed to close out NFTRH 912 as FOMC week begins... Excerpted from the latest edition of Notes From the Rabbit Hole: Fears about “inflation” the war-driven rise in…
A modified * excerpt from the February 22nd edition of Notes From the Rabbit Hole, NFTRH 903: The Drive to the Mid-Terms We know that the Trump administration is going…
The 10yr2yr yield curve steepening trend is well intact, indicating an oncoming economic bust not too far out on the horizon It's not the only indicator to the macro, but…
Interview with the Daily Gold's Jordan on macro indicators, stocks and precious metals Okay well, the beard is not working for me now that I see it objectively in a…
My interview yesterday with he who is simply the best interviewer I know of, Jordan Roy Byrne 35 minutes goes by in what feels like 5 minutes when you talk…
As inflation signals cool, various markets get relief Whether a bounce or something more extended, a bear market rally was bound to get off the ground sooner or later. It…
The yield curve is poised as it was in 2008 I am a man who stares at charts (MWSAC). You know this. I am a man who stares at stock…
Below is an excerpt from an NFTRH report (#676, due out on 10.10) that has not even been written yet, outside of this opening segment that clarifies and makes some…
Why this is the time to invest in precious metals Not your mother's inflation Personally, I am more interested in the mechanics of inflation and the compelling charts in this…
Pretty please with sugar on top, let the markets correct Because this week I did the very thing that exposes my dark side by shorting leveraged mid-caps (MIDU) and this…
Over the short to intermediate-term there are better inflation hedges than gold But then, you knew that already. And as for the miners that leverage gold's standing? These are poor…
Well, that remains to be seen. We are watching the tone of earnings season as the stock market grinds out its ongoing top-test. But aside from that, the associated sentiment…