NFTRH 921 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
Last week as we noted the yield curve flattening in reaction to the hawkish tone of the Fed, and with the US dollar firm, we opened the prospect of Goldilocks.…
NFTRH 920 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
NFTRH 919 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
NFTRH 918 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
NFTRH 915 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
NFTRH 914 Summary A brief summary of the work done in this week's report and in the updates and reports leading up to this point. Please read the detailed report…
NFTRH 913 Welp? "What're ya gonna do?" I've used this AI-generated guy lately to express my feelings on a couple different subjects. In this case, opening NFTRH 913, I am…
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…
NFTRH 909 Summary Precious Metals (bull market): Correction still in effect, but anticipated bounce is on. GDX/HUI have higher to go before they can attempt to disqualify the A-B-C correction scenario,…
NFTRH 907 Summary Precious Metals: Correction is tanking the sector to the favored target levels. Lower possible, but risk/reward now very positive. It's a bull market. US Stock Market: Sentiment…
NFTRH 904 [Edit] I wrote much of the report below before looking at any news (I tend to silo myself off to keep noise out of the analysis). After decades…
The view is and has been disinflation first, then a return of the inflationary macro Sometimes I feel as though I write the same public article over and over. But…
NFTRH 902 Interim Plan: Disinflation or Liquidity Scare? In 2023 we began planning for a disinflationary phase, and slowly but surely it arrived in the form of a volatile inflation…