Public posts
Operation Twist 1.0 was a stroke of pure (evil) genius by Ben Bernanke 15 years ago, and two modern day Wizards may be trying to engineer something similar today "Sanitize"…
Excerpted from the August 23rd edition of Notes From the Rabbit Hole Before Getting to the segment, I just found out that during the same week Bessent announced a stimulative…
After the rally completes, a precious metals pullback is likely upcoming, to be followed by resumed broad market leadership How We Got Here 2025 was a stellar year for the…
A video with TA on stocks, precious metals and ratios for macro indications Settled in my new downsized home after two years of apartment living, I have a real office…
Stocks, commodities and precious metals are bullish, as anticipated, but post-election balance will shift It's all been bullish after the summer swoon, as anticipated. While one reliable indicator we track…
This began as an NFTRH+ subscriber update, but by the end I decided it was more appropriate as a public post. I am not giving away trade secrets here (NFTRH's…
The gold market has a lot going against it at this time (note: "at this time") This is a non-comprehensive view of the gold market and what is in store.…
A Silver Death Cross is in play If this goes the way it usually does, you won't hear a peep from the buggish promoters about the Silver Death Cross of…
From the Fed's own orifice, commercial bank deregulation is on the table This is a brief excerpt from NFTRH 923 discussing proposed bank deregulation, which certainly would dovetail with Chairman…
Inflation is the root of societal evil "It's the economy, stupid"... James Carville (1992) Half right, James. Today it's the "inflationary component and driver of the economy, stupid". As the…
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…