Prologue: This is a bearish article written by someone who covered his short (bearish) positions today (except for the euro) and has only long positions
Category: Notable Posts
Previous articles and posts of interest.
Greenspan on Interest Rates and the Stock Market
I make fun of the MSM, including Bloomy, for its often sensational headlines and click-baiting content… R.I.P. Bond Bull!!!! …but Bloomberg especially has a lot
SPX Cycles, Fed Funds and Gold
This “amateur cyclist’s” chart (I am anything but a cycles analyst) of the S&P 500 shows that the 12 month marker (C12) meant exactly nothing
MSM: Gold to $1500! or Maybe $1000…
For more of its drivel about gold, the MSM trots Frank Holmes out again. Stuck on the same refrain that has not changed since before,
Bonds and Related Indicators
Excerpted from the June 25 edition of Notes From the Rabbit Hole, which also included comprehensive analysis of US and global stock markets, commodities, precious
Hedgers Net Short the Euro, US Market Rotates; 2 Horsemen Set to Ride?
In line with our bullish forward view on USD, behold the very bearish state of the Commercial Hedger positions in the Euro (courtesy of Sentimentrader).
Bonds and Related Indicators
The June 18 edition of Notes From the Rabbit Hole has a few less stock charts this week in order to ramp up the macro
Gold’s “Bearish Bulls” Addressed, Now What?
[as to the article’s title, I don’t have a firm, paint-by-numbers answer, but I surely do have strategy… ] An NFTRH subscriber named Joe, who
Gold Miners in 2017 Whipsaw
Ever since 2012’s failure of the ‘QE 3 rally’ in the precious metals it has not been fruitful to micro manage the gold sector, because
Tax Reform and the ‘Repatriation’ Trade
The following is the opening segment of the May 14th edition of Notes From the Rabbit Hole… Since the Trump victory we have heard all
I Had My Consciousness Raised Today
We really do participate in an abstract and in my opinion unreal realm, you and I. Assuming that you, like me participate in the financial
Stock Market Sentiment, Re-Fueled Along the Way
It’s a big picture view with a story to tell. People are micro-managing the VIX, talking about how it either doesn’t work anymore, if it
U.S. Stock Market and Gold, Post Tomahawks and MOAB
It happens when inflammatory events (usually political, terror or war related, but also including things like Ebola, Bird Flu and the like) crop up; stocks
I Want to be a Machine: A Conversation With an ‘Algo’
The ‘Algo’ in the title being subscriber ‘DT’, who in a previous life was a successful business person and in his current life uses Algorithmic
