Public posts
The anticipated disinflationary phase is finally here Excerpted from this week's edition of Notes From the Rabbit Hole, NFTRH 921: Macro A hybrid “macro/sector fundamental” for gold stocks is the…
Precious metals risk/reward now positive as the Gold/SPX Ratio declines to target Risk in gold, the miners and especially silver was nosebleed high back in January. So much so that…
Post-FOMC, a 'Goldilocks market' is developing and an unbiased view is called for Markets were apparently surprised by the hawkishness of the maiden voyage of the Warsh FOMC. Pre-FOMC we…
The HUI Gold Bugs index is well along in its correction In the precious metals, like other markets, I am usually focused on market internals, especially by way of ratio…
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…