NFTRH In-Day Notes Have Become a ‘Thing’
Technical analysis is one tool, and I ain't no trading jockey As to that last point, I do have a small trading account that was gathering mothballs until I decided…
2 Comments
May 14, 2026
Previous articles and posts of interest.
Phase 2; Commodity Related Stocks
Macro shifts in favor of commodity related stocks This is not Grandpa's macro, and these are not Grandpa's commodities. The traditional commodity complex has shifted to more critical status, amplified…
May 13, 2026
Market Wax On, Wax Off (Plus Silver/Gold Ratio)
Iran a mess, Trump heads to China to try his luck, market internals in focus, Silver/Gold ratio makes a move It has been intense, but so far rewarding. Playing this…
Comments Off on Market Wax On, Wax Off (Plus Silver/Gold Ratio)
May 12, 2026
SPX Target Registered
Excerpted from the May 10th edition of Notes From the Rabbit Hole While I am a gold bug, I am not a narrowly focused bug. In the markets I want…
Comments Off on SPX Target Registered
May 10, 2026
SPX/Gold Ratio: Rally Approaches Anticipated Decision Point
The rally in the SPX/Gold ratio is nearing a critical decision point From a post on the precious metals and the "new macro" in January: The 3 Snowmen and the…
Comments Off on SPX/Gold Ratio: Rally Approaches Anticipated Decision Point
May 5, 2026
A Macro View as FOMC Week Begins
A macro view was discussed to close out NFTRH 912 as FOMC week begins... Excerpted from the latest edition of Notes From the Rabbit Hole: Fears about “inflation” the war-driven rise in…
April 26, 2026
The Trump TACO Soils Our Image, But Highlights the US Military
The Trump TACO played out as (personally) expected, but... [edit] It probably goes without saying, but by "US Military" I sure do not mean the military industrial complex, which IMO…
April 8, 2026
Oil, Economic Deceleration & a Crack-Up Boom?
von Mises Crack Up Boom could follow the negative economic effects of war There is currently much hype in the media about a hawkish Fed because the media wrongheadedly anticipates…
March 27, 2026
Gold Stock Correction; Searching For a Low
The gold stock correction is playing out mostly as expected, now hitting targets Back in January we (NFTRH) targeted the PDAC time frame (1st week of March) for a much…
Comments Off on Gold Stock Correction; Searching For a Low
March 20, 2026
War-Driven Oil Prices More Likely Deflationary
War-driven oil prices are not causing inflation You just knew that is was going to happen; that the bombing of Iran and subsequent Iranian actions were going to drive up…
Comments Off on War-Driven Oil Prices More Likely Deflationary
March 18, 2026
“Interim” Disinflation Within the Inflationary Macro
The view is and has been disinflation first, then a return of the inflationary macro Sometimes I feel as though I write the same public article over and over. But…
Comments Off on “Interim” Disinflation Within the Inflationary Macro
February 27, 2026
2026 Monetary, Fiscal Backdrop & the Economy
A modified * excerpt from the February 22nd edition of Notes From the Rabbit Hole, NFTRH 903: The Drive to the Mid-Terms We know that the Trump administration is going…
Comments Off on 2026 Monetary, Fiscal Backdrop & the Economy
February 23, 2026
Goldilocks vs. Liquidity Scare, Later Stagflation
This article is only available at nftrh.com, anewsituation.com and Substack (sign up!) Interim Plan: Disinflation or Liquidity Scare? In 2023 we began planning for a disinflationary phase, and slowly but…
Comments Off on Goldilocks vs. Liquidity Scare, Later Stagflation
February 16, 2026
A Disinflationary Path to the Next Inflation Problem
The near-term path is disinflationary, but the macro is now clearly inflationary With Treasury bonds firming up lately, it is time to review the game plan NFTRH has been working…
February 13, 2026