Previous articles and posts of interest.
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…
Excerpted opening segments of NFTRH 900: Warsh & The Silver Flash Crash 900 I always get amazed when the number of NFTRH editions hits a round number. 900 times have…
Two segments excerpted from the January 25th edition of Notes From the Rabbit Hole, NFTRH 899 The 3 Snowmen Long-term subscribers may remember the 3 Snowmen. The HUI measured target…
An update on the silver and gold rally There has not been much use writing about the precious metals rally lately because, why add to the noise? The time for…
Subscriber 'EZ' had a few questions, hence a Q&A on silver veered into editorial opinion EZ provided me with a lot of background on her trading methods and tools. She…
2025 was was a bad one in many ways except investment (IMO & speaking personally) A silver (and gold) lining was, of course, the precious metals sector for we who…
There may be a lot of silver hype, but the bull case is now square with the macro backdrop A slightly edited excerpt from the December 14th edition of Notes…
The new macro features real assets over paper/digital assets I have harped upon the symbolic picture of the new macro since 2022. That was the year that the trend in…
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,…
REAL "real" GDP paints the real picture Not much is real in America anymore. Preservationists, Patriots and Historians want to bring reality back. I for one am very much looking…
Gold stocks rally with the broad market, and continue leading it The gold stock sector has not been unique since the spring, when it was relatively strong while cyclical markets…
As the macro backdrop evolves, our investment orientation will include more commodity-related investments and speculations It comes down to a question of when (not if, in my opinion) the broad…
An NFTRH subscriber just asked a very direct question in the comments of an NFTRH+ update posted earlier. This prompts me to announce a new aspect of the NFTRH service…
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…