Previous articles and posts of interest.
Goldilocks is transitional; it's what's next that will represent the next major macro theme Ever since the 30 year Treasury bond yield (one 'top-down' macro tool NFTRH uses to gauge…
With inflation fading, the US Federal Reserve continues to the fight against... inflation! The question is 'why?'. Why do Jerome Powell and the Federal Reserve continue to tilt against the…
Gold is not a risk asset, it is an insurance policy, and the gold mining industry will one day leverage that characteristic Just as a standard financial insurance policy is…
The gold stock correction has been in play since GDX/HUI doubled topped in April-May Gold Stock Correction From a Seasonal View We begin this article, which updates the gold stock…
The US dollar index updated NFTRH subscribers and I have been keeping well aware of the implications of a) USD following its daily chart downtrend, or b) painting the July…
In the current macro setup, gold stocks are nothing special (yet) They are at it again. Articles catching on to the US dollar breakdown are appearing in the smaller media…
Thanks to Jordan for another opportunity to talk too much (about stocks, gold, commodities and what have you) By the way, I confused myself early on when talking about the…
As the 10yr-2yr yield curve inversion plays out, the time is coming for a turn in fortunes Before proceeding, I'd like to remind you that this article is not written…
I talked with a nice gentleman named Tom yesterday. Here is the video. Hint: if you are looking to pass some time more quickly, just open your yap and don't…
Dedollarisation; the hip new buzz phrase may actually play out this time, for a while The multitude of analysts that have been waiting for the "death of the dollar" (DoD)…
"The metals" is not a thing says the Copper/Gold ratio; but a more in-depth macro view is required as this Greed/Fear ratio breaks down To preface, I have no right…
The Copper/Gold ratio continues its breakdown As if on cue to what NFTRH 754 had to say last weekend: However, I am most interested in copper for its signaling vs.…
It's been two decades of pain with interim bullish flashes in gold stocks, and the herds are painfully aware. They've learned their lesson and now they'll miss a coming opportunity…
The GDX Gold Miners ETF takes a well deserved pullback, as if on cue Of course I was clueless that a pullback would come today. But it was my job…