Public posts
The US Cannabis Industry, as represented by the ETF, MSOS, is quietly approaching key resistance to a base breakout The US Cannabis industry, and in particular, the multi-state operators (MSO)…
With gold no longer an austerity anchor, the Fed and both aisles of government have brought America to this point - call in the Screw Worm! Pardon the mostly non-market…
It only makes sense to unwind some profitable trades at this time The beauty thing is that I don't feel compelled to functionally act like the gold bug that I…
NFTRH 917 This report started out like any other. A geek doing his geek-like thing, managing what has been a thus far successful market phase. But as the report wore…
The Semiconductor Bubble is about over-valuation and momentum, outstanding fundamentals will not stop the correction to come Note: Never will you read one word of my material that has been…
Gold's leadership was on display last year, but it's a new phase in 2026 Before beginning this article, it is time to introduce a short note to precede my posts:…
Economist Richard Werner spends 2+ hours making your head spin recounting historical events on a thread leading up to this very moment NFTRH - Notes From the Rabbit Hole -…
Memorial Memories I remember better times, when our always faulty (in one way or another) country was nonetheless a great country. All countries are faulty, obviously. All people are faulty…
In the least surprising move of 2026, the machines are rotating into software Reference Friday's now public NFTRH+ subscriber update: Here's What's Getting Rotated In As subscribers know, I had…
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…
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…
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…
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…
The April Payrolls report shows the usual suspects doing the heavy lifting, except for Government It was predictable that one of the pillars of Biden's years, government, would get kicked…