Commodities

Gold / Inflation & Deflation / Market Indicators / Public

Why Are Gold and Commodities Positive Amid Rising Long-term Yields?

Why are gold and commodities up and stocks under pressure as long-term interest rates rise? Because, this... The 10-2 yield curve is threatening to resume steepening. The uplift from the…

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April 2, 2024

NFTRH

NFTRH 803

Notes From the Rabbit Hole, #803 Summary US Stock Market: Bullish and at high risk. Internal rotations in play. US Market Sentiment: Extremely over-bullish. Not a timer, but a condition…

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March 31, 2024

Gold / Market Indicators / Public

Update on Gold Ratios

Updating gold ratios to other markets using associated ETFs Sure, gold is a pretty and heavy object that people fall in love with (and express their love with). But it…

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March 28, 2024

NFTRH

NFTRH 802

Notes From the Rabbit Hole, #802 Summary US Stock Market: Bullish and at high risk. SOX may have begun an upward break from a bull flag and it is still…

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March 24, 2024

Gold Stocks / Notable Public Posts / Public

As the Stars Align for Gold Stocks

Gold stocks are among the most hated equities in the stock market, but that will change as the macro shifts in their favor for the first time since 2001-2003 It…

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March 22, 2024

NFTRH

NFTRH 801

Notes From the Rabbit Hole, #801 Summary US Stock Market: Bullish and at high risk. But SOX is in pullback mode and NDX looks vulnerable short-term. In other words, the…

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March 17, 2024

NFTRH

NFTRH 800

Notes From the Rabbit Hole, #800 Summary US Stock Market: Bullish and at high risk. However, the SOX > NDX > SPX leadership chain remains firmly in place. <unchanged> US…

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March 10, 2024

NFTRH

NFTRH 799

Notes From the Rabbit Hole, #799 Summary US Stock Market: Bullish and at high risk. However, the SOX > NDX > SPX leadership chain remains firmly in place. US Market…

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March 3, 2024

NFTRH

NFTRH 798

Notes From the Rabbit Hole, #798 Summary US Stock Market: Bullish and at high risk. No change there. US Market Sentiment: Still firmly over-bullish, if not epic extremely so. Last…

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February 25, 2024

NFTRH

NFTRH 797

Notes From the Rabbit Hole, #797 Summary US Stock Market (per last week): Bullish and at high risk. No change there. Major indexes at all-time highs with breadth lagging again…

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February 18, 2024

NFTRH

NFTRH 796

Notes From the Rabbit Hole, #796 Summary US Stock Market: Bullish and at high risk. No change there. Major indexes at all-time highs with breadth lagging again and an internal…

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February 11, 2024

NFTRH

NFTRH 795

Notes From the Rabbit Hole, #795 Summary omitted this week as NFTRH 795 goes conversational on a weekend when an unexpected commitment popped up. "No Landing" (until after the election?)…

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February 4, 2024

NFTRH

NFTRH 794

Notes From the Rabbit Hole, #794 Summary US Stock Market (per last week): SOX > NDX > SPX leadership intact. Breadth thinning and appearances, at least, are maintained. Short-term, the…

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January 28, 2024

NFTRH

NFTRH 793

Notes From the Rabbit Hole, #793 Summary US Stock Market (per last week): Further pullback potential was not realized last week. Instead SPX & NDX bounced to test the earlier…

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January 21, 2024