Previous articles and posts of interest.
As Inflation Bugs sell indiscriminately, the gold mining Macrocosm (of proper macro-fundamentals) is engaged A man sits in the White house. A different kind of man. A man who does…
Trump appears to be using a 1970s, or worse, 1930s playbook; and those playbooks did not work even though the US had a large industrial base at those times [edit]…
Viewing the gold price in a vacuum, some may think there is a bubble in gold, but that is far from the case The gold price is, after all, doing…
A response to an article on gold stocks I read at Gold-Eagle Be aware that the writer does have 22 years of fact, of proof on his side. His argument…
One chart shows the details of an important historical analog for gold stocks Through many years of frustration among gold bugs due to the failure of gold stock prices to…
2025 begins with our plans well in motion for a stock market top and important changes to the macro This article attempts to put clearer words and images to the…
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…