Public posts
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…
We expected a latter stage market rotation to include commodities, and now it is here From NFTRH 827 (Sept. 15) after we noted that a commodity/resources speculative guide, the Canadian…
As the economy slows, the mortgage refinance boom is among the components of the "Goldilocks" economy Some media (along with anecdotal sources witnessed on X) are trumpeting how strong the…
The September 22 edition of Notes From the Rabbit Hole (#828) had some things to say about the FOMC action last week, before putting its tin foil hat back in…
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…
The 10yr-2yr yield curve has un-inverted; yet in the media? Crickets Slowly I toined [cue Brooklyn accent], step by step... The 10yr-2yr yield curve un-inverted last week, turning from inversion…
The New York Fed's September Empire Manufacturing Survey trends back to positive My economic thesis is for contraction and a counter-cyclical environment. So the September Empire Manufacturing Survey flies in…
Many gold stock traders will hold for the wrong reasons, sell for the wrong reasons, and not buy back for the right reasons It is one of the most interesting…
The 10-2yr Yield Curve has un-inverted In a move that is getting all too little airplay in the financial media, the 10-2 yield curve has ticked positive and is currently…
Gold miner New Gold (NGD) is recovering nicely Why not? Why not write some fun to write posts on individual positions (miners or otherwise) once in a while, instead of…
Today, legions of chartists ply their trade with ever fancier charts and (in my opinion) ever more erratic results I'll begin this post by noting that I love charts. I…
Gold's standing relative to cyclical markets continues to improve, thus, so does the macro backdrop for gold mining equities Without digging up too much theory and analysis from the past,…
The August Payrolls report comes in a little light (142k) vs. expectations of 161k You can tap the image for the full BLS report: Here is the graphic included in…