Notes From the Rabbit Hole, #877
NFTRH 877 September 17 In his Jackson Hole speech, Jerome Powell fairly well leaned to the side of a rate cut coming up at September's FOMC meeting. But interestingly, CME…
NFTRH 877 September 17 In his Jackson Hole speech, Jerome Powell fairly well leaned to the side of a rate cut coming up at September's FOMC meeting. But interestingly, CME…
NFTRH 876 Market Talk At this point, far into the broad market recovery rally with gold stocks so close to the primary target (HUI 500+/-) I want to make sure…
NFTRH 875 Ending Dynamics or Just the Beginning? "It's a bull market, you know." Our target for HUI has been 500 (+/-) for what seems like an eternity. Well, eternity…
NFTRH 874 No Confidence At some point the shine is going to come off the story that sees Trump as a great negotiator, artful dealer who's whipping the rest of…
NFTRH 873 No Laffing Matter Last week in NFTRH 872, we covered the Art Laffer mega bull view that is likely cast through a political lens. According to this view…
NFTRH 872 Two Geologists Walk Into a Bar Stumble Into the Rabbit Hole With Talon Metals as the focal point, I have a little angel on one shoulder and a…
NFTRH 871 This report abandons regimented format and gets right to the points it wants to make. There are important ones gathering and I want to make sure I am…
NFTRH 870 When the Fed Cuts When the Fed finally cuts interest rates in earnest, the stock market goes down (and not until). At least per the message of the…
NFTRH 869 Happy Trader's Happy Sentiment I keep hitting you over the head with this shtick because I find it funny and because I find it useful, not as a…
In light of Trump's attack on Iran's nuclear capabilities over the weekend and this morning's little pump in USD, I thought I would reprint the Global Stock Markets segment from…
NFTRH 868 FOMC, Op/Ex & the Current View On Friday we had a twofer, a combo of typical FOMC week "machines gone wild" behavior and options expiration. So, regarding the…
NFTRH 867 Bananas While the little guy was doing that most American of things on Saturday... The big guy festooned Washington in a celebration of the military in a way…
Excerpted from the June 8th edition of Notes From the Rabbit Hole (#866): He’s at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater…
NFTRH 866 He's at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater (of the absurd), the odds are near zero that the Fed…