Notable Public Posts

Notable Public Posts / Stock Market, US

It’s a Pig

A little biased, non-analytical editorializing from the intro to this week's edition of Notes From the Rabbit Hole, NFTRH 573, before we got into the actual weekly work... It's a…

Comments Off on It’s a Pig

October 21, 2019

Gold Stocks / Inflation & Deflation / Notable Public Posts

The Gold Stock Correction and What Lays Ahead [w/ edit]

[edit] For comic relief here's an email response to this post. I don't know what forecast he's talking about, the short-term correction view (already well along) or the longer-term upside…

Comments Off on The Gold Stock Correction and What Lays Ahead [w/ edit]

October 18, 2019

Market Indicators / Notable Public Posts

Geeked Out Chart Inspires Rambling Post…

I am not a bond trader or stock market analyst by original profession. Until 2004, when I became a public market writer and especially 2008, when I began to work…

Comments Off on Geeked Out Chart Inspires Rambling Post…

October 15, 2019

Inflation & Deflation / Notable Public Posts

Inflation in the Offing?

Let's take a look at some indicators that can come together to let us know when the next inflationary bout is in the offing. The spread between 10yr and 2yr…

Comments Off on Inflation in the Offing?

October 11, 2019

Notable Public Posts / Semiconductors

Mainstream Catches on to the Semi Rebound 8 Months Later

It was nearly 2 years ago when we noted that Wall Street and the financial media were leading people astray in a trend chasing exercise with a Semi sector that…

Comments Off on Mainstream Catches on to the Semi Rebound 8 Months Later

October 10, 2019

Bonds / Gold / Notable Public Posts

Revisiting the T Bond / Gold Relationship

We had projected some issues for gold when a short-term top developed for long-term Treasury bonds due to the bound at the hip relationship between the two risk 'off' vehicles…

Comments Off on Revisiting the T Bond / Gold Relationship

October 2, 2019

Gold Stocks / Notable Public Posts

“Gold Bugs Should Not Look for Conspiracy” Says This Chart

If you see any sources out there talking about a "hit job", an "attack" or other such language about the precious metals correction, especially in the miners, you should probably…

Comments Off on “Gold Bugs Should Not Look for Conspiracy” Says This Chart

September 30, 2019

Notable Public Posts / Sentiment & Psychology

Don’t Let Them Bug You

While away in NYC this weekend attending the parents' part of orientation at my daughter's new school I had the time and inclination (not usually the case) in my spare…

Comments Off on Don’t Let Them Bug You

August 26, 2019

Inflation & Deflation / Notable Public Posts

Economist Lays Out the Next Step to Wonderland for the Fed

[edit] Also see this companion piece posted shortly after... Enter, the Vampire Mr. Steven Ricchiuto, he of a Masters in Economics from Columbia, has laid out the proper plan for…

Comments Off on Economist Lays Out the Next Step to Wonderland for the Fed

August 21, 2019

Bonds / Inflation & Deflation / Notable Public Posts

When the Bond Bubble Blows Up

Amazing isn't it? It was only back in H2 2018 when everybody but you (because you are as smart as I think you are or because you read NFTRH or…

Comments Off on When the Bond Bubble Blows Up

August 15, 2019

Bonds / Gold / Notable Public Posts

The Bond Yield Continuum and Gold

Have you heard the news? US Treasury bonds are sky rocketing as it turns out there is no inflation amid a global central bank NIRP-a-thon and race to the currency…

Comments Off on The Bond Yield Continuum and Gold

August 8, 2019

Bonds / Inflation & Deflation / Notable Public Posts

When Deflation is in the Air

When deflation is in the air you have people getting hysterical about negative interest rates and safe haven Treasury bonds. You have people telling us that the long awaited financial…

Comments Off on When Deflation is in the Air

August 7, 2019

Misc / Notable Public Posts

It bears repeating…

I understand that multitudes of people still think information on the internet is and should be free; and vast volumes of information is free. Unfortunately, that includes a lot of…

Comments Off on It bears repeating…

July 26, 2019

Notable Public Posts / Precious Metals

Precious Metals Big Picture, as Silver Gets on its Horse

While many are talking about major new bull markets in gold, silver and the miners I find it safer to set realistic goals within a still very bullish outlook. After…

Comments Off on Precious Metals Big Picture, as Silver Gets on its Horse

July 18, 2019