The New Macro; Gold, Stocks & Debt
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…
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December 12, 2025
Public posts
Whiff of Inflation; Yield Curve & 10yr Yield Updated
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,…
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December 5, 2025
UiPath Stock (PATH) Noted on Tuesday, +23% Today
UiPath stock (PATH) up 23% after mentioned in NFTRH in-week notes I of course consider the weekly report the primary value aspect of the NFTRH service. Followed by the in-week…
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December 4, 2025
![Read more about the article An Honor [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2025/12/grave2-rotated.jpeg?fit=3024%2C4032&quality=89&ssl=1)
An Honor [w/ edit]
It was an honor to help out [edit] A day later his grave stone still stands and his flag flies (nearest in photo), right along with those of his fellow…
December 3, 2025
REAL “Real” GDP!
REAL "real" GDP paints the real picture Not much is real in America anymore. Preservationists, Patriots and Historians want to bring reality back. I for one am very much looking…
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December 3, 2025
Yield Curve Sneaking Toward Steepener
The 10yr/2yr yield curve is taking on a steepening bias Just a little report from beneath the market's surface. If you're like me and you want to know the macro…
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December 2, 2025
Silver, Silver/Gold Ratio, and Party Time
NFTRH 891 excerpt: Silver & Silver/Gold ratio lead a holiday event Excerpted from the November 30th edition of Notes From the Rabbit Hole: Silver, Silver/Gold & Party Time Well, it…
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December 1, 2025
A Look Ahead As Gold Stocks Resume Rally, Broad Market Shakes Off Mini Correction
Gold stocks rally with the broad market, and continue leading it The gold stock sector has not been unique since the spring, when it was relatively strong while cyclical markets…
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November 26, 2025
Commodities and the Next Major Macro Phase
As the macro backdrop evolves, our investment orientation will include more commodity-related investments and speculations It comes down to a question of when (not if, in my opinion) the broad…
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November 16, 2025
Attn: Live Video Conferencing, Podcast & More, Coming Soon
An NFTRH subscriber just asked a very direct question in the comments of an NFTRH+ update posted earlier. This prompts me to announce a new aspect of the NFTRH service…
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November 11, 2025
Reality is One Thing, Markets Are Another
Excerpted from the November 2nd edition of Notes From the Rabbit Hole (NFTRH 887): As noted last week, I am hearing all too much talk about a market crash to…
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November 2, 2025
“Gold Bubble” Callers, On Cue
Below is a profound picture of the gold bubble But first, let's review one of several "gold bubble" headlines that have appeared recently. In this piece, the analyst in question…
October 24, 2025
Much Needed Precious Metals Smash
Gee, for a while there I didn't think they loved us anymore: Precious Metals smash, on cue (intensity-wise, if not time-wise) It was day after robotic day, week after robotic…
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October 21, 2025
Critical Mineral Exploration, Manufacturing, Bessent & the Orange Man
Excerpted from the October 12th edition of Notes From the Rabbit Hole, NFTRH 884: [edit] A reader commented at the Substack version of this article (please subscribe, it's free) suggesting…
October 13, 2025