Folks, just to be sure I am not leading you to outsized risk aversion too quickly, let's review an alternate projection by a learned subscriber who let's just say has…
Our plan has been for 2026 "inflation trade" including a wider range of commodities. But the plan was subject to an interim market liquidity problem/deflation scare that would, not so…
It's January. It's a new year. It's a month that is more often bullish than not. Shifting gears to the broader stock market, I added one global stock today and…
About a month ago we noted that the TSX-V/TSX ratio may have made the ultimate low we were looking for. Getting greedy, we might have waited for a 62% Fib…
In fact, it's no longer a watch list item (as noted in NFTRH 896). It's now a holding, as I bought it earlier this morning. But the chart is representative…
I would like to thank a distinguished subscriber, Michael Pollaro, whom you may recall from the Forbes Contrarian Take column of yore, for a heads-up to this X post about…
Since the last update on 12.17.25, the Gold/Silver ratio remains on plan, right into this morning's pre-market activity. Below, we'll update the situation. First I want to again remind readers…
The metals continue ripping higher. Party on Garth. But an important consideration for investors in gold and silver miners is the sector's internals. Of course the situation is overbought and…
On November 25 we had an NFTRH+ update on this one, and today - in consideration of a potential Santa seasonal including precious metals and commodity/resources (ref. this morning's notes,…
Most NFTRH+ updates are for refining the macro markets during the week. But on occasion I like to simply highlight potential trades/buying opportunities. Much like the BABA chart shown in…
Yesterday I saw something that I think is in play, and made an NFTRH+ update about it. In a market with so much going on beneath the hood things are…
[edit] It should be noted that these being big picture charts, the extreme signal - even if it is to play out in favor of gold relative to silver -…
As stated for months/years now, the macro has swung big picture inflationary by the signaling in long-term bond yields. However, functionally we also have to deal with shorter-term, interim signals.…
From Wednesday's Notes entry: Got to love FOMC week, as the machines always seem to get up to something. In this case the hunch I had per the above is…