Previous articles and posts of interest.
Excerpted from the June 8th edition of Notes From the Rabbit Hole (#866): He’s at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater…
The Silver/Gold ratio is oversold, but silver is not "undervalued" relative to gold based merely on price A common hue and cry from Team Silver Bug is that silver is…
An "inflation trade" is possible, but take heed of its shelf life With the tariff/trade war drums fading lately, the logical conclusion is "inflation trade upcoming!" and cyclical markets -…
The chart of SPX and gold shows that volatility was hard-wired into a macro market situation that had been relatively normal prior to August, 1971 I love looking at pictures.…
"Stagflation or Deflation?"; one will come first As the Fed's Michael Barr notes, tariffs will put upward pressure on prices of items subject to said tariffs. You can tap the…
"Meme Coins are the stuff of late-stage bubbles" -Captain Obvious Disclaimer of bias: I have viewed Bitcoin and Crypto in general as a speculation to varying degrees from day 1.…
NFTRH++; looking ahead to an exciting addition to the overall NFTRH service First, I will tell you that I am my limits of the work I do. My daughter Izzy…
The gold stock correction was needed, is healthy and will provide opportunity Let's not belabor the point; the gold stock correction came as implied - and frankly, as needed -…
Trump is not all wrong about who is at fault for contracting GDP, but he's plenty wrong too Click the image if you'd like to read the article explaining why…
Jordan Roy Byrne was nice enough to have me on once again to talk, and talk, and... well, you know... about the precious metals and the macro situation Thank you…
The latest edition of Trump on Powell hectoring: "He's always late", his "termination can't come fast enough" In Q4, 2018 during Trump 1, the president made a habit of hectoring…
Many gold bugs fail to understand the interplay between gold stocks and the Gold/Silver ratio Misconception: noun; a view or opinion that is incorrect, based on faulty thinking or understanding It has never failed. After the blessed…
Bond Market's Yield Curves to Fed: "Get your ass in gear" It is an indication from the bond market's Yield Curves implying a dovish Fed to come. But the Fed…
The 10yr-2yr and 10yr-3mo Yield Curves show the Fed to be behind, well, the curve With a deflationary impulse, which we have anticipated, that is the product of the already…