NFTRH 766
Notes From the Rabbit Hole, #766 NFTRH 766 will be more conversational, focused more on certain details and focused less on the normal structure of US and global stock markets,…
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July 16, 2023
Interview with JRB on Stocks, Gold, Commodities, Yield Curve, etc.
Thanks to Jordan for another opportunity to talk too much (about stocks, gold, commodities and what have you) By the way, I confused myself early on when talking about the…
June 30, 2023
CRB/Gold ratio will tell about inflation
The CRB/Gold ratio rose impulsively as it should have during a cyclical inflation problem that got out of the Fed's hands As noted in the previous post, the SPX/Gold ratio…
June 21, 2023
NFTRH+; this would be an apt time…
This would be an appropriate time for gold's ratios to stocks and commodities to hold and turn back up. With SPX in the preferred target zone of 4219 to 4300…
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June 8, 2023
NFTRH+; Commodity complex
We have been noting the downtrend in the broad commodity complex for nearly a year now (after watching its breakdown a year ago), under the weight of the hawking Fed,…
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May 25, 2023
NFTRH 758
Notes From the Rabbit Hole, #758 Summary of NFTRH 758 and the macro situation leading up to it US stock market held the rally and continues with a Goldilocks theme…
May 21, 2023
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