Public posts
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…
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…
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…
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…
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…
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…
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…
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…
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…
Gold stock leverage to the price of gold, a story given up upon years ago, is back (and how) The HUI/Gold (GLD) ratio is climbing, and it is starting become…
Down the rabbit hole (again) NFTRH is a service that does not perceive itself to be paid to promote conspiracies or anything other than getting the macro situation and the…
Gold is "value", which is revolutionary in a greed-oriented society Reference my August 21st post, Gold Is Revolution. The post boiled down to what I've been saying since I began…
A government boosted Rare Earth mania kicks in as the media finally jump aboard Remember back in 1999, when it was like a roundup? Every piece of shit stock with…
I'll repeat, you get cancer, even cancer with high hopes of recovery, and you start thinking deeper than you ever did before. You think about your mortality, about what kind…