Public posts
The Trump TACO played out as (personally) expected, but... [edit] It probably goes without saying, but by "US Military" I sure do not mean the military industrial complex, which IMO…
Trump needs an off-ramp, and is burning bridges while he's at it He tried every TACO trick in the book and they all stopped listening. The Iranians, the American people,…
von Mises Crack Up Boom could follow the negative economic effects of war There is currently much hype in the media about a hawkish Fed because the media wrongheadedly anticipates…
War is not inflation, printing is inflation I firmly believe that a great game of misdirection is in play, whether intentional or just out of ignorance. That misdirection is in…
The gold stock correction is playing out mostly as expected, now hitting targets Back in January we (NFTRH) targeted the PDAC time frame (1st week of March) for a much…
War-driven oil prices are not causing inflation You just knew that is was going to happen; that the bombing of Iran and subsequent Iranian actions were going to drive up…
Never mind the headlines, the US dollar and the Gold/Silver ratio will decide what's next The 2 Horsemen of the Liquidity Apocalypse, the US dollar and the Gold/Silver ratio, are…
Gold is not rallying with the war headlines, and that's a good thing Silly MSM, at it again. Taking your eyeballs for granted and trying to harvest them. Why gold…
It was a long, soul crushing * experience for her, but my daughter Izzy's short film was finally completed late last year. It's way out there, artistically. A labor of…
The view is and has been disinflation first, then a return of the inflationary macro Sometimes I feel as though I write the same public article over and over. But…
American Eagle Gold is actually American Eagle Copper and Gold American Eagle Gold (AE.V/AMEGF) continues to drill, and well, it appears the market likes the recent holes. I had held…
A modified * excerpt from the February 22nd edition of Notes From the Rabbit Hole, NFTRH 903: The Drive to the Mid-Terms We know that the Trump administration is going…
This article is only available at nftrh.com, anewsituation.com and Substack (sign up!) Interim Plan: Disinflation or Liquidity Scare? In 2023 we began planning for a disinflationary phase, and slowly but…
The near-term path is disinflationary, but the macro is now clearly inflationary With Treasury bonds firming up lately, it is time to review the game plan NFTRH has been working…