Gold and the Macro
NFTRH 931 excerpt Excerpted from this week's edition of Notes From the Rabbit Hole: Macro & Data I had a meeting with a young man from Taiwan on Friday morning.…
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September 7, 2026
Previous articles and posts of interest.
She’s Baaack!
And I don't mean Hazel... Although Hazel and her grotesque grin are back as well, as August payrolls knocked it out of the park on the back of non-productive Leisure/Hospitality…
September 4, 2026
Operation Twist 2.0? Bessent & Warsh Work the Yield Curve
Operation Twist 1.0 was a stroke of pure (evil) genius by Ben Bernanke 15 years ago, and two modern day Wizards may be trying to engineer something similar today "Sanitize"…
August 28, 2026
Game On
Excerpted from the August 23rd edition of Notes From the Rabbit Hole Before Getting to the segment, I just found out that during the same week Bessent announced a stimulative…
August 23, 2026
Precious Metals; Phase 1 Completing, Get Ready For Phase 2
After the rally completes, a precious metals pullback is likely upcoming, to be followed by resumed broad market leadership How We Got Here 2025 was a stellar year for the…
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August 14, 2026
Stocks, Commodities and Precious Metals; Big Changes Coming
Stocks, commodities and precious metals are bullish, as anticipated, but post-election balance will shift It's all been bullish after the summer swoon, as anticipated. While one reliable indicator we track…
August 7, 2026
The Gold Market Bides Time As Pigs Set Free
The gold market has a lot going against it at this time (note: "at this time") This is a non-comprehensive view of the gold market and what is in store.…
July 24, 2026
Commercial Bank Deregulation Upcoming?
From the Fed's own orifice, commercial bank deregulation is on the table This is a brief excerpt from NFTRH 923 discussing proposed bank deregulation, which certainly would dovetail with Chairman…
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July 13, 2026
Macro: Interim Disinflationary Phase
The anticipated disinflationary phase is finally here Excerpted from this week's edition of Notes From the Rabbit Hole, NFTRH 921: Macro A hybrid “macro/sector fundamental” for gold stocks is the…
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June 29, 2026
Precious Metals Risk/Reward Now Positive
Precious metals risk/reward now positive as the Gold/SPX Ratio declines to target Risk in gold, the miners and especially silver was nosebleed high back in January. So much so that…
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June 26, 2026
A ‘Goldilocks Market’ Arrives
Post-FOMC, a 'Goldilocks market' is developing and an unbiased view is called for Markets were apparently surprised by the hawkishness of the maiden voyage of the Warsh FOMC. Pre-FOMC we…
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June 19, 2026
TA on the HUI Gold Bugs Index
The HUI Gold Bugs index is well along in its correction In the precious metals, like other markets, I am usually focused on market internals, especially by way of ratio…
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June 17, 2026
Set Free From Gold, the Fed and Both Aisles Ruined America
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…
June 5, 2026
Notes From the Rabbit Hole, #917 (Public)
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…
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May 31, 2026
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