Ponzi Economy, 2024
NFTRH 799's opening segment illustrating unsustainable debt leverage Below is an exercise that considers real economic/macro/market indicators and one writer's view of what is in play this election year. I…
Previous articles and posts of interest.
NFTRH 799's opening segment illustrating unsustainable debt leverage Below is an exercise that considers real economic/macro/market indicators and one writer's view of what is in play this election year. I…
Gold price still disappointing speculators, but it's doing as it should do Back in August I wrote an article called Gold: The Anti-Bubble. The point being that if you want…
The US stock market (SPX) is overbought and vulnerable in the near-term Excerpted from this week's edition of Notes From the Rabbit Hole, NFTRH 797: The US stock market is…
January CPI ticks up .3%, market reacting predictably in full submission to the great and powerful Fed of Oz Click image, get the news, hot off the presses! We have…
The bubble in 'no holds barred' monetary policy (birthed under Alan Greenspan) and the bullish markets it benefits are in their third decade Gold, meanwhile, will not be ready until…
Below is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 792 Bond Market, Gold, Yield Curve and the Changes to Come While it is…
After a gentle disinflationary easing (Goldilocks), the bond market is hinting at an inflationary steepening of the 10yr-2yr yield curve A yield curve can steepen under inflationary or deflationary pressure.…
Grace is a gripping film in the making and a strong tax incentive for investors [edit] It was with much sadness that I found out about and announce here, Jeffery's…
The macro market backdrop is not likely to go the way trend following market watchers currently anticipate In fact, with patience it could turn out to be like shooting contrary…
The next leg of the gold stock bull market is in play amid confusion, misunderstanding and noise Please see edit at the bottom of the article. The next leg of…
An excerpt from this week's edition of Notes From the Rabbit Hole, NFTRH 785 on the state of the US stock market bubble as developed and sustained by another bubble…
The Copper/Gold ratio has been indicating an oncoming counter-cyclical environment since breaking down in June, 2022 Copper: Cyclical, inflation sensitive and a material of positive economic progress. Gold: Much more…
The gold price held where we'd anticipated, now taking out resistance The gold price is doing as anticipated, per this (now public) NFTRH+ subscriber update. As noted in the November…
Gold stocks are not yet unique within the wider macro, but that does not preclude a move to 40 by GDX [edit] Interesting, however, that on the day this was…