Previous articles and posts of interest.
Jerome Powell: "I think it's pretty clear we've avoided a recession" In response to a media member, who at Wednesday's post-FOMC press conference, asked Jerome Powell if he thinks we've…
The 10yr-2yr yield curve remains on its new steepener The macro is grinding along, subject to daily noise that drives nominal yields up or down (today's noise du jour is…
The gold price is on a big leg up toward the next target of 3000+, but there is more to the story than that... Just to be clear that the…
The transition to a post-bubble macro continues making progress When the bubble makers are finally banished, when their policies are shown in the light of day (and of a rebellious…
Gold's bull market has, through twists and turns, been ongoing since 2000 and through coming twists and turns, will keep going Gold's current bull market phase has been somewhat muted,…
The opening segment from this week's edition of Notes From the Rabbit Hole, NFTRH 829: Trends Up, Bull On, Risk High (Macro Discussion) The segment’s title might also read “Another…
The financial media appear to once again be leading the public astray about the Yield Curve situation The media pounded and pounded the yield curve's inversion as a signal about…
If the 2yr yield is leading the 3 mo. T-bill yield (it is), the 10-3 mo. yield curve will follow the 10-2 yield curve I've used this chart repeatedly to…
Many gold stock traders will hold for the wrong reasons, sell for the wrong reasons, and not buy back for the right reasons It is one of the most interesting…
Today, legions of chartists ply their trade with ever fancier charts and (in my opinion) ever more erratic results I'll begin this post by noting that I love charts. I…
Gold's standing relative to cyclical markets continues to improve, thus, so does the macro backdrop for gold mining equities Without digging up too much theory and analysis from the past,…
The macro setup for gold stocks is evolving into something that will surprise many after decades of poor fundamentals I don't make a habit of pumping the most frustrating stock…
In a word, yes. But first, bad market breadth will likely be… bad Excerpted from last weekend's edition of Notes From the Rabbit Hole, NFTRH 815: A subscriber sent me…
Gold is misunderstood, but the misunderstanding extends to those critical of others for misunderstanding it In Wonderland what is, it wouldn't be. The subject of this post has been made…