Previous articles and posts of interest.
Disclosure (which I feel, given the post's content, should be reiterated): I am not short even a single equity of any kind. I am only long selected stocks and cash…
You know who they are; they are the ones who denied and denied the ginned up bull market in US stocks that nearly tripled under the socialist regime, circa 2009-2016. …
Note: NFTRH 423 is likely going to be in abbreviated summary form, due to situations that have popped up for Thanksgiving weekend. We'll cover each of the usual report segments…
I've made a conscious decision to pretty much move on from the silliness of Trump towers, erections, pants tents and other Trump-centric commentary after having fully wallowed in it last…
With the state of post-Op/Twist systemic dysfunction, there are no absolutes, but... Generally, a rising yield curve (after years of Goldilocks and her favored declining curve) would signal changes in…
I have not gone off the deep end and joined the "community" of boosters, promoters, pompom waving cheering squads and general cult figures who you can just tell not only…
The title was not meant as a play on words in reference to Operation Twist, but now that I think about it, maybe it should be. The Post-Twist financial world…
Where once Alan Greenspan was vilified for dropping interest rates too low for too long and thereby inflating a credit bubble (before his bouncing baby bubble forced him to try…
Below is the opening segment of the September 25 edition of Notes From the Rabbit Hole, NFTRH 414... The Bank of Japan gave us a glimpse as to just how…
The Good Thursday's ISM report was Thing 1 in improving the backdrop for gold. But it was a small Thing. Friday's August Payrolls report was Thing 2, and it was…
[edit] See further thoughts on inflation and the content of this article. The post title is best when drawled in Gomer's thick southern accent. I realize Gomer Pyle was way…
The title of this segment is actually the subject line of an email sent by subscriber ‘RK’ on Friday, after the post-Payrolls update that included the following statement that RK…
NFTRH 404 deviated from the usual format of widespread, in-depth coverage of US and global markets, precious metals and commodities in order to focus on two main themes. One was…
“If I had a world of my own, everything would be nonsense. Nothing would be what it is, because everything would be what it isn't. And contrary wise, what is,…