Previous articles and posts of interest.
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…
The view is and has been disinflation first, then a return of the inflationary macro Sometimes I feel as though I write the same public article over and over. But…
A modified * excerpt from the February 22nd edition of Notes From the Rabbit Hole, NFTRH 903: The Drive to the Mid-Terms We know that the Trump administration is going…
This article is only available at nftrh.com, anewsituation.com and Substack (sign up!) Interim Plan: Disinflation or Liquidity Scare? In 2023 we began planning for a disinflationary phase, and slowly but…
The near-term path is disinflationary, but the macro is now clearly inflationary With Treasury bonds firming up lately, it is time to review the game plan NFTRH has been working…
Excerpted opening segments of NFTRH 900: Warsh & The Silver Flash Crash 900 I always get amazed when the number of NFTRH editions hits a round number. 900 times have…
Two segments excerpted from the January 25th edition of Notes From the Rabbit Hole, NFTRH 899 The 3 Snowmen Long-term subscribers may remember the 3 Snowmen. The HUI measured target…
An update on the silver and gold rally There has not been much use writing about the precious metals rally lately because, why add to the noise? The time for…
Subscriber 'EZ' had a few questions, hence a Q&A on silver veered into editorial opinion EZ provided me with a lot of background on her trading methods and tools. She…
2025 was was a bad one in many ways except investment (IMO & speaking personally) A silver (and gold) lining was, of course, the precious metals sector for we who…
There may be a lot of silver hype, but the bull case is now square with the macro backdrop A slightly edited excerpt from the December 14th edition of Notes…
The new macro features real assets over paper/digital assets I have harped upon the symbolic picture of the new macro since 2022. That was the year that the trend in…