Public posts
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…
Excerpted opening segments of NFTRH 900: Warsh & The Silver Flash Crash 900 I always get amazed when the number of NFTRH editions hits a round number. 900 times have…
Second posting of 'ratio charts' video, hopefully with better results [edit] Okay, well, I think the volume issue is in my recording. Sorry about that, folks. I'll get on top…
American Eagle Gold drills, stock pops I noted in NFTRH 899 that I am pretty much done adding gold/silver stock positions for obvious reasons. But that I could possibly pluck…
Two segments excerpted from the January 25th edition of Notes From the Rabbit Hole, NFTRH 899 The 3 Snowmen Long-term subscribers may remember the 3 Snowmen. The HUI measured target…
An update on the silver and gold rally There has not been much use writing about the precious metals rally lately because, why add to the noise? The time for…
This is now two weeks in a row that a few recipients (very few, around 4-5) have not received the original email with access to the NFTRH reports (#s 895…
Subscriber 'EZ' had a few questions, hence a Q&A on silver veered into editorial opinion EZ provided me with a lot of background on her trading methods and tools. She…
Live indicator (ratio) charts now available for your reference! I fought with this and fought with it some more. The battle, off and on, lasted months. I just could not…
2025 was was a bad one in many ways except investment (IMO & speaking personally) A silver (and gold) lining was, of course, the precious metals sector for we who…
There may be a lot of silver hype, but the bull case is now square with the macro backdrop A slightly edited excerpt from the December 14th edition of Notes…
The new macro features real assets over paper/digital assets I have harped upon the symbolic picture of the new macro since 2022. That was the year that the trend in…
A whiff of inflation from the Treasury market We are still in the realm of a whiff (hint, initial indication, a glint in inflation's eye) of a coming inflationary phase,…