Macro shifts in favor of commodity related stocks This is not Grandpa's macro, and these are not Grandpa's commodities. The traditional commodity complex has shifted to more critical status, amplified…
It feels different this time, from the previous TACOs and subversions of peace talks. We shall see. But the markets sure are reacting as if it's real this time. As…
NFTRH 913 Welp? "What're ya gonna do?" I've used this AI-generated guy lately to express my feelings on a couple different subjects. In this case, opening NFTRH 913, I am…
NFTRH 912 Summary Precious Metals (bull market) Correction still technically in effect for gold, silver and GDX/HUI. Bounce hit and pulled back from a would-be point ‘B’ of a would-be A-B-C bull market correction,…
NFTRH 911 Report completed on Monday morning. Abbreviated though it is. Summary Precious Metals (bull market) Correction still in effect for gold, silver and GDX/HUI. Bounce has hit a would-be point ‘B’…
While there are so many more markets/sectors to discuss (which we will do in NFTRH 911), and given that commodities are all over the map, let's focus on two key…
NFTRH 910 Summary Precious Metals (bull market): Correction still in effect for gold, silver and GDX/HUI. Bounce has hit a would-be point 'B' of a would-be A-B-C bull market correction, with…
NFTRH 909 Summary Precious Metals (bull market): Correction still in effect, but anticipated bounce is on. GDX/HUI have higher to go before they can attempt to disqualify the A-B-C correction scenario,…
NFTRH 908 As noted previously, NFTRH 908 is abbreviated due to a personal commitment. Summary Precious Metals (bull market): Correction still in effect, but notable that PM complex was positive on…
NFTRH 907 Summary Precious Metals: Correction is tanking the sector to the favored target levels. Lower possible, but risk/reward now very positive. It's a bull market. US Stock Market: Sentiment…
NFTRH 906 The Pig Won't Crack At least not yet. With the Iran war driving market emotion, with the US winning the war in like an hour, according to Trump.…
NFTRH 905 Diversity Working Thus Far My portfolios are constructed, theoretically, for whatever the heck is going to happen in the near-term. Gold stocks, Semi, Tech, a couple broader stocks,…
NFTRH 904 [Edit] I wrote much of the report below before looking at any news (I tend to silo myself off to keep noise out of the analysis). After decades…
The view is and has been disinflation first, then a return of the inflationary macro Sometimes I feel as though I write the same public article over and over. But…