Public posts
Macro shifts in favor of commodity related stocks This is not Grandpa's macro, and these are not Grandpa's commodities. The traditional commodity complex has shifted to more critical status, amplified…
Iran a mess, Trump heads to China to try his luck, market internals in focus, Silver/Gold ratio makes a move It has been intense, but so far rewarding. Playing this…
Excerpted from the May 10th edition of Notes From the Rabbit Hole While I am a gold bug, I am not a narrowly focused bug. In the markets I want…
The April Payrolls report shows the usual suspects doing the heavy lifting, except for Government It was predictable that one of the pillars of Biden's years, government, would get kicked…
The rally in the SPX/Gold ratio is nearing a critical decision point From a post on the precious metals and the "new macro" in January: The 3 Snowmen and the…
The Gold Miners Bullish Percent index (BPGDM) is severely oversold, but... Many people know, but some do not; the BPGDM is a measure of overbought or oversold conditions for the…
A macro view was discussed to close out NFTRH 912 as FOMC week begins... Excerpted from the latest edition of Notes From the Rabbit Hole: Fears about “inflation” the war-driven rise in…
The Uranium sector is breaking upward from a bull flag/corrective consolidation channel While some stocks went up (especially in the Oil/Gas and Fertilizer/Ag sectors) and many went down during the…
The Trump TACO played out as (personally) expected, but... [edit] It probably goes without saying, but by "US Military" I sure do not mean the military industrial complex, which IMO…
Trump needs an off-ramp, and is burning bridges while he's at it He tried every TACO trick in the book and they all stopped listening. The Iranians, the American people,…
von Mises Crack Up Boom could follow the negative economic effects of war There is currently much hype in the media about a hawkish Fed because the media wrongheadedly anticipates…
War is not inflation, printing is inflation I firmly believe that a great game of misdirection is in play, whether intentional or just out of ignorance. That misdirection is in…
The gold stock correction is playing out mostly as expected, now hitting targets Back in January we (NFTRH) targeted the PDAC time frame (1st week of March) for a much…
War-driven oil prices are not causing inflation You just knew that is was going to happen; that the bombing of Iran and subsequent Iranian actions were going to drive up…