NFTRH 886 Postscript: After completing #886 I want to call your attention to the bond market segment and ask you to consider, but not (yet) over-react to a nasty echo…
NFTRH 885 Reaction It was Op/Ex Friday, which market people believe increases the potential for volatile theatrics. For those of us holding what have been consistently winning cards in the…
NFTRH 879 [edit] It occurs to me that I did not begin the stroll down memory lane at the beginning. The actual beginning was my folly as an investor in…
NFTRH 877 September 17 In his Jackson Hole speech, Jerome Powell fairly well leaned to the side of a rate cut coming up at September's FOMC meeting. But interestingly, CME…
Gold is revolution against an expiring system that is still limping along The expiring system (in progress for years, actual expiration date unknown) has limped along, through Fed (monetary) and…
NFTRH 876 Market Talk At this point, far into the broad market recovery rally with gold stocks so close to the primary target (HUI 500+/-) I want to make sure…
NFTRH 874 No Confidence At some point the shine is going to come off the story that sees Trump as a great negotiator, artful dealer who's whipping the rest of…
Excerpted from the June 8th edition of Notes From the Rabbit Hole (#866): He’s at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater…
NFTRH 866 He's at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater (of the absurd), the odds are near zero that the Fed…
Jordan Roy Byrne was nice enough to have me on once again to talk, and talk, and... well, you know... about the precious metals and the macro situation Thank you…
NFTRH 857 Making America America Again After selling our house last year, we moved back to the immediate suburbs of Boston. Waltham, to be specific. Back to the city I…
NFTRH 856 Precious Metals Let's start with the only sector that has been worth its salt (and its gold) lately. As a starter, on Friday we had an extensive NFTRH+…
Amid Trump's latest tariff threats, long-term Treasury yields are bouncing Donald Trump apparently thinks that Smoot Hawley and the Great Depression were good ideas. A real history buff, I guess.…
NFTRH 849 An abbreviated edition of NFTRH this week Economy If this is indicative of the near future, which it logically is, then the "Government Hiring" leg should be kicked…