Man talks… and talks… and talks some more… about gold and stuff
I talked with a nice gentleman named Tom yesterday. Here is the video. Hint: if you are looking to pass some time more quickly, just open your yap and don't…
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May 12, 2023
Previous articles and posts of interest.
Dedollarisation?
Dedollarisation; the hip new buzz phrase may actually play out this time, for a while The multitude of analysts that have been waiting for the "death of the dollar" (DoD)…
May 9, 2023
Copper/Gold ratio: “the metals” is not a thing
"The metals" is not a thing says the Copper/Gold ratio; but a more in-depth macro view is required as this Greed/Fear ratio breaks down To preface, I have no right…
May 3, 2023
Copper/Gold ratio confirming favored macro view
The Copper/Gold ratio continues its breakdown As if on cue to what NFTRH 754 had to say last weekend: However, I am most interested in copper for its signaling vs.…
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April 25, 2023
Opportunity in gold stocks that most will miss
It's been two decades of pain with interim bullish flashes in gold stocks, and the herds are painfully aware. They've learned their lesson and now they'll miss a coming opportunity…
April 22, 2023
Yesterday’s subscriber update on the GDX Gold Miners ETF, now public
The GDX Gold Miners ETF takes a well deserved pullback, as if on cue Of course I was clueless that a pullback would come today. But it was my job…
April 14, 2023
Interview with Jordan Roy Byrne on gold, silver, miners and stonks
Jordan gets me blabbing like no other. He's a very good interviewer. And speaking of blabbing, a technical glitch cut off more content or it would have gone on longer.…
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April 12, 2023
Market Psych: It’s a bear market rally, but…
The job of the bear market rally is to reset sentiment to briskly over-bullish Using the SPX weekly chart to illustrate some points about this bear market rally, which will…
April 11, 2023
Gold mining macro fundamentals checkup
The gold mining macro fundamentals that matter are constructive and likely to improve in 2023 Real gold mining macro fundamentals matter. A lot. Here is a list of things that…
April 7, 2023
Why Gold?
If the decades old bubble in paper assets is ending, that's why gold! Various promotions along the way of the Continuum have distilled the case for gold down to handy…
March 31, 2023
New audio/video: SPX and some risk indicators; pleasure then pain
The S&P 500 (weekly, log scale) and a few of its risk indicators Progressing along and gaining a comfort level with this medium, here is the latest macro blurb to…
March 23, 2023
As the inflation trades drop, gold out-performs and gold miners will benefit
The inflation trades are fading and gold is ascending to its rightful place in the disinflationary macro The favored NFTRH plan is working out well as we planned the Q4…
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March 17, 2023
Macro transition; Goldilocks now, deflation later
The NFTRH view has been for a macro transition from inflation (past) to 'Goldilocks' (present) to deflation (later) Since projecting the Q4-Q1 broad market rally back in November, we have…
March 14, 2023
Lunatic discusses his 30 year Treasury bond yield Continuum chart
The 30 year Treasury bond yield 'Continuum' in its creator's words [edit] YouTube channel now operational. I'd love it if you'd care to subscribe. It's actually another test of sorts,…
March 8, 2023