Gold and the Macro
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.…
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September 7, 2026
Protected: Notes From the Rabbit Hole, #931
NFTRH 931 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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September 6, 2026
Protected: Notes From the Rabbit Hole, #930
NFTRH 930 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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August 30, 2026
Game On
Excerpted from the August 23rd edition of Notes From the Rabbit Hole Before Getting to the segment, I just found out that during the same week Bessent announced a stimulative…
August 23, 2026
Protected: Notes From the Rabbit Hole, #929
NFTRH 929 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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August 23, 2026
Protected: Notes From the Rabbit Hole, #928
NFTRH 928 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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August 16, 2026
Protected: Notes From the Rabbit Hole, #927
NFTRH 927 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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August 8, 2026
Protected: Notes From the Rabbit Hole, #926
NFTRH 926 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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August 1, 2026
Protected: Notes From the Rabbit Hole, #925
NFTRH 925 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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July 26, 2026
Protected: Notes From the Rabbit Hole, #924
NFTRH 924 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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July 19, 2026
Protected: Notes From the Rabbit Hole, #923
NFTRH 923 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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July 12, 2026
Protected: Notes From the Rabbit Hole, #922
NFTRH 922 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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July 5, 2026
Protected: Notes From the Rabbit Hole, #921
NFTRH 921 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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June 28, 2026
Notes From the Rabbit Hole, #920
NFTRH 920 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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June 21, 2026
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