The New Macro; Gold, Stocks & Debt
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…
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December 12, 2025
Previous articles and posts of interest.
Whiff of Inflation; Yield Curve & 10yr Yield Updated
A whiff of inflation from the Treasury market We are still in the realm of a whiff (hint, initial indication, a glint in inflation's eye) of a coming inflationary phase,…
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December 5, 2025
REAL “Real” GDP!
REAL "real" GDP paints the real picture Not much is real in America anymore. Preservationists, Patriots and Historians want to bring reality back. I for one am very much looking…
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December 3, 2025
A Look Ahead As Gold Stocks Resume Rally, Broad Market Shakes Off Mini Correction
Gold stocks rally with the broad market, and continue leading it The gold stock sector has not been unique since the spring, when it was relatively strong while cyclical markets…
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November 26, 2025
Commodities and the Next Major Macro Phase
As the macro backdrop evolves, our investment orientation will include more commodity-related investments and speculations It comes down to a question of when (not if, in my opinion) the broad…
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November 16, 2025
Attn: Live Video Conferencing, Podcast & More, Coming Soon
An NFTRH subscriber just asked a very direct question in the comments of an NFTRH+ update posted earlier. This prompts me to announce a new aspect of the NFTRH service…
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November 11, 2025
Reality is One Thing, Markets Are Another
Excerpted from the November 2nd edition of Notes From the Rabbit Hole (NFTRH 887): As noted last week, I am hearing all too much talk about a market crash to…
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November 2, 2025
“Gold Bubble” Callers, On Cue
Below is a profound picture of the gold bubble But first, let's review one of several "gold bubble" headlines that have appeared recently. In this piece, the analyst in question…
October 24, 2025
Critical Mineral Exploration, Manufacturing, Bessent & the Orange Man
Excerpted from the October 12th edition of Notes From the Rabbit Hole, NFTRH 884: [edit] A reader commented at the Substack version of this article (please subscribe, it's free) suggesting…
October 13, 2025
Gold Stock Leverage Caught Many By Surprise
Gold stock leverage to the price of gold, a story given up upon years ago, is back (and how) The HUI/Gold (GLD) ratio is climbing, and it is starting become…
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October 8, 2025
Why Gold is “Value” in Today’s Economy
Gold is "value", which is revolutionary in a greed-oriented society Reference my August 21st post, Gold Is Revolution. The post boiled down to what I've been saying since I began…
October 3, 2025
Rare Earth Mania: Full Swing
A government boosted Rare Earth mania kicks in as the media finally jump aboard Remember back in 1999, when it was like a roundup? Every piece of shit stock with…
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September 29, 2025
A New Situation (ANS)
Your slop-era outpost for the pursuit of truth in a Society of the Spectacle Per an X post just sent: You may recognize the graphic from Guy Debord's Society of…
September 26, 2025
Best of Both Worlds for Gold and Silver Miners (for now)
With gold leading "inflation expectations" and silver leading gold, it's the best of both worlds, but may not be sustainable, long-term First some definitions, per my usual work: Gold is…
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September 26, 2025