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
Category: Notable Posts
Previous articles and posts of interest.
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
Cyclical Commodities Continue to Weaken, Gold Moves in Relation
[edit] Also see this post on inflation/deflation excerpted from NFTRH 525, hot off the presses. Crude Oil and Industrial Metals continue downward. This is significant
Positive Implications for Gold Miners if Crude Oil Breaks Down
It’s an over obsessed upon commodity, previously hyped for its (Hubbert’s) “peak” status by “experts” like T Boone Pickens and a whole clown show of
Treasury Bonds and the Fed
Excerpted from the Market Internals segment of this week’s Notes From the Rabbit Hole, NFTRH 522. The segment focused on the bond market and its
SPX/Gold, 30yr Yields & Yield Curve – Amigos 1, 2 & 3 Updated
We began the Amigos theme last year in order to be guided by the goofy riders during the ending stages of a cyclical, risk-on phase
Looks Who’s Holding Firm Amid the Carnage; the Gold Miners
Here is GDX holding the parameter we laid out for it in a subscriber update on Oct. 8. Today GDX is declining back to a
Bond Bears Next to Get Clobbered?
[edit] I do not at this time own any bonds, aside from T Bill funds. Stock market bulls are getting dope hammered and that may