Previous articles and posts of interest.
With gold no longer an austerity anchor, the Fed and both aisles of government have brought America to this point - call in the Screw Worm! Pardon the mostly non-market…
NFTRH 917 This report started out like any other. A geek doing his geek-like thing, managing what has been a thus far successful market phase. But as the report wore…
The Semiconductor Bubble is about over-valuation and momentum, outstanding fundamentals will not stop the correction to come Note: Never will you read one word of my material that has been…
Gold's leadership was on display last year, but it's a new phase in 2026 Before beginning this article, it is time to introduce a short note to precede my posts:…
Technical analysis is one tool, and I ain't no trading jockey As to that last point, I do have a small trading account that was gathering mothballs until I decided…
Macro shifts in favor of commodity related stocks This is not Grandpa's macro, and these are not Grandpa's commodities. The traditional commodity complex has shifted to more critical status, amplified…
Iran a mess, Trump heads to China to try his luck, market internals in focus, Silver/Gold ratio makes a move It has been intense, but so far rewarding. Playing this…
Excerpted from the May 10th edition of Notes From the Rabbit Hole While I am a gold bug, I am not a narrowly focused bug. In the markets I want…
The rally in the SPX/Gold ratio is nearing a critical decision point From a post on the precious metals and the "new macro" in January: The 3 Snowmen and the…
A macro view was discussed to close out NFTRH 912 as FOMC week begins... Excerpted from the latest edition of Notes From the Rabbit Hole: Fears about “inflation” the war-driven rise in…
The Trump TACO played out as (personally) expected, but... [edit] It probably goes without saying, but by "US Military" I sure do not mean the military industrial complex, which IMO…
von Mises Crack Up Boom could follow the negative economic effects of war There is currently much hype in the media about a hawkish Fed because the media wrongheadedly anticipates…
The gold stock correction is playing out mostly as expected, now hitting targets Back in January we (NFTRH) targeted the PDAC time frame (1st week of March) for a much…
War-driven oil prices are not causing inflation You just knew that is was going to happen; that the bombing of Iran and subsequent Iranian actions were going to drive up…