Previous articles and posts of interest.
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Gold led the Precious Metals & Strategic Commodity Melt-Up and it's nothing like a bubble; it's a launch within a new macro Two things can be true at once. The…
Mineral Exploration: 18 years in the desert, the times they are a changin' [edit] Also reference the September 3 article Junior Mining Basket Case. The area of mineral exploration has…
NFTRH macro view is proceeding nicely Excerpted from the September 7th edition of Notes From the Rabbit Hole, the bullet points below illustrate past phases that successfully guided us to…
A recession (and bond rally) is oncoming, but first the stock market has to finish doing what it does... [edit] In the time it took to write this post the…