NFTRH 658, Out Now
And with that is off to get some sun and exercise. For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth…
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June 6, 2021
NFTRH+; vs. Gold
Ratios of risk 'on' and pro-cyclical assets to gold are important for our macro view. Let's take a look at some of the hot plays that are consolidating and/or turning…
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June 2, 2021
NFTRH 657, Out Now
It's abbreviated for the holiday weekend, but it's on the main points, keeping things relatively breezy but focused. NFTRH 657, out now... For "best of breed" top down analysis of…
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May 30, 2021
Inflation Cools (for now), Stag Awaits
To maintain the inflation, a cooling of inflation was needed That is one of those Alice in Wonderland-like statements, like the one I've got tattooed on my left forearm: "Contrary-wise,…
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May 25, 2021
NFTRH 656, Out Now
Blah blah blah. And furthermore, blah blah. No seriously, it's a lot more than blah blah and its out now. For "best of breed" top down analysis of all major…
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May 23, 2021
Gold vs. SPY (and other markets/assets)
Gold is now bouncing vs. most risk 'on', inflation-sensitive and/or cyclical markets/assets Since first noting the very spark of an initial hint in NFTRH 653 and then again in this…
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May 19, 2021
NFTRH 654, Out Now
It started with the intention of a breezy, abbreviated and easy to work through report and morphed into a fairly easy to work through (IMO) but comprehensive report that was…
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May 9, 2021
NFTRH 653, Out Now
And now it's off to mow the lawn for the first time this season. Yay me. For "best of breed" top down analysis of all major markets, subscribe to NFTRH…
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May 2, 2021
Another Update of Gold’s Lack of Inflation Utility
Over the short to intermediate-term there are better inflation hedges than gold But then, you knew that already. And as for the miners that leverage gold's standing? These are poor…
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April 30, 2021
NFTRH 652, Out Now
The screenshot hints about some of the directions #652 goes in. I for one feel well tuned up about the markets for having produced it. For "best of breed" top…
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April 25, 2021
NFTRH 651, Out Now
Another report just doing its job and doing it pretty well judging by how it helped me gain personal perspective on some key items. For "best of breed" top down…
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April 18, 2021
NFTRH 649, Out Now
It's been uploaded for subscribers, it's a good one and now I am off to Easter. For "best of breed" top down analysis of all major markets, subscribe to NFTRH…
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April 4, 2021
NFTRH 648, Out Now
It includes an opening piece on gold stocks that I may publish publicly later on. It was inspired by two things; 1) a talk with a friend while on the…
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March 28, 2021
NFTRH 647, Out Now
It's a solid report covering what needs to be covered, especially now that the thing that was so disbelieved a year ago is now so universally believed. You've got to…
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March 21, 2021
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