NFTRH 670, out now

NFTRH 670 was uploaded for subscribers earlier today. It's on point with the caveat being that I do not yet know what the point is. There are two potential outcomes…

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NFTRH 669, out now

Through hard and thorough work we are right with the macro. Nobody that I know of was talking about a summer cool down back in the spring. We were, it…

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First they came for the gold stocks…

First they came for the gold stocks... Then they came for resource rich, emerging economies... Then they came for commodities... What's next? Will the Teflon Don (AKA the S&P 500)…

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NFTRH 668, out now

#668 is shorter than normal, but this is the new normal where I will stop routinely over-working only to antagonize some people. I'll make sure I get to what's important…

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NFTRH 666(6), out now

NFTRH 666(6) took a focused look at Semiconductors, updated/added more details to the gold stock view (adding new weekly miner/royalty charts), did a full Commodities segment and updated the current…

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NFTRH 665, out now

NFTRH 665 is good. There's my promo. I'm beat. For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market…

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Macro may be falling into place

Pretty please with sugar on top, let the markets correct Because this week I did the very thing that exposes my dark side by shorting leveraged mid-caps (MIDU) and this…

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NFTRH 663, Out Now

NFTRH 663 is loaded with valuable information for this very moment in time because we are at a macro decision point and only work done from the top down will…

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Gold Ratios: Still negative while other indicators start to turn

While the interest rate backdrop swings favorable, other gold indicators are not yet While real yields are negative (positive for gold) and credit spreads are weakening (positive for gold) the…

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NFTRH 662, Out Now

Screenshot, inform the nice people of what can be expected in NFTRH 662.

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PTJ… Always a great listen

Here, let Paul Tudor Jones speak for himself (on inflation, commodities and the Fed)... For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which…

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