Public posts
The macro setup for gold stocks is evolving into something that will surprise many after decades of poor fundamentals I don't make a habit of pumping the most frustrating stock…
The gold price is fully intact, technically, taking recent market volatility in stride Gold is riding the 50 day moving average after working off overbought readings, comfortably maintaining its uptrends…
Super Micro stock is getting hammered on AI server Margin concerns after the same thing happened to Dell last earnings season This was a stock I casually considered buying on…
The Sahm Rule is getting airplay, but Sahm is not what I am... it is just one unexceptional and somewhat lagging indicator to the coming recession "We are pointed toward…
Financial market stress is not in play... yet So here is the thing. During a bull market or very bullish phase, indicators give the all-clear. Come on in, the water's…
The Gold/Copper ratio is hitting a new high in its recovery rally this morning The Gold/Copper ratio sets a metal with a primary utility of providing long-term monetary value and…
The Biotech ETF is breaking out of a bullish pattern The way markets go, you sometimes see something, react to something, and have that something go in the opposite direction.…
The TSX-V continues to bounce after finding a low of some kind Canada's junior index, the TSX-V held above the SMA 200 before putting on the bounce that is in…
The June Payrolls Report ticks a hair above expectations Here is the full report: Hazel is keeping up a good front, grotesque smile intact. But her Leisure and Hospitality services…
Private Payrolls are the latest weak number (+150k) amid slow economic deceleration We anticipated Goldilocks back in Q4, 2022 - Q1, 2023 but she has been more intense and longer…
Did you hear the promo that Trump is better for stocks? Investors say so, you know. "Trump is better for stocks." First of all, that was painful to watch last…
In a word, yes. But first, bad market breadth will likely be… bad Excerpted from last weekend's edition of Notes From the Rabbit Hole, NFTRH 815: A subscriber sent me…
Gold is misunderstood, but the misunderstanding extends to those critical of others for misunderstanding it In Wonderland what is, it wouldn't be. The subject of this post has been made…
As floor space erodes, the copper price remains aloft A look at one data set from my new premium subscription to macro geek fest, MacroMicro. I've just begun looking into…