I make the point in the title because the real fundamentals that matter for the gold stock sector must be in line at the beginning
Category: Notable Posts
Previous articles and posts of interest.
The Next Semi Upturn and Thoughts on Gold
Excerpted below is the Opening Notes segment from this week’s Notes From the Rabbit Hole, NFTRH 555. The report followed up this opening with extensive
NFTRH; The Nature of the Gold Stock Launch
Impulsive rallies can be blow off ending signals when they come after long up trends and amid over valuation. One recent example was the January
You Have to Invite the Vampire Into Your House
A vampire needs to be invited in order to enter your house. So the story goes. But in this case, we are talking about the
The Inflated Sub is Losing Pressure
The charts are super interesting to look at. How quickly things turn, as if on a dime. 2018 featured a break above the Continuum’s limiter
Gold Sentiment Lesson #3,000 [w/ edit]
[edit] an article critical of (anonymous) others is an appropriate venue to once again note publicly the biggest mistake of my own, which was an
Counter-Cyclical Winds Blow, Gold Miners Front and Center
As the stock market cracked on October 10th we noted… Looks Who’s Holding Firm Amid the Carnage; the Gold Miners And sure enough the GDX
Fed Doves Take Flight…
A ‘wild card’ segment has been added to NFTRH reports because I wanted the freedom to go out of bounds in any direction, beyond our
Jerome ‘Dead Eye’ Powell
One of the most disturbing scenes in the series Breaking Bad was when Todd shoots and kills a boy on a dirt bike after he
FOMC at Center Stage (NFTRH 530 excerpt)
Below are the Opening Notes and Bond Market segments from last Sunday’s edition of Notes From the Rabbit Hole, NFTRH 530. Jerome Powell was actually
How Low Could the S&P 500 Go?
Our target for the first half of 2019 is and has been the 2100 to 2200 area for the S&P 500. A friend asked… I’ve
Gold Stocks Acting as they Should During Market Stress
The macro has moved through a time of moderately rising inflationary concerns when economies were cycling up, many commodities were firm and risk was ‘on’.
“Harbinger of Doom”: Amigo 3 in Play, But Real Doom Awaits
“The Harbinger of Doom”? Of course we (well, the media) are talking about the yield curve AKA Amigo #3 of our 3 happy-go-lucky riders of
Thanksgiving for Proper Gold Stock Fundamentals
[edit] See also Among the Crickets, Gold Bears Roam a Barren Landscape, posted on 11.23.18. All through the bear market hopeful rationalizations were served up