Notes From the Rabbit Hole, #880
NFTRH 880 Admin A request on behalf of a loved one with a passion for French culture, and much to offer NFTRH.com and NFTRH Premium have a global reach, with…
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September 14, 2025
Updating Gold Ratios To Cyclical Markets
Important gold ratios to markets that are more cyclical When gold rises again vs. these markets the counter-cyclical economic view will generally be back on. Gold has far more utility…
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August 27, 2025
Notes From the Rabbit Hole, #877
NFTRH 877 September 17 In his Jackson Hole speech, Jerome Powell fairly well leaned to the side of a rate cut coming up at September's FOMC meeting. But interestingly, CME…
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August 24, 2025
Notes From the Rabbit Hole, #876
NFTRH 876 Market Talk At this point, far into the broad market recovery rally with gold stocks so close to the primary target (HUI 500+/-) I want to make sure…
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August 17, 2025
Video: TA On Precious Metals, Stock Market, Commodities & Indications
Video discusses TA on precious metals and much more Turn on the mic and start talking this early morning... For "best of breed" top-down macro analysis and market strategy covering…
August 12, 2025
Notes From the Rabbit Hole, #875
NFTRH 875 Ending Dynamics or Just the Beginning? "It's a bull market, you know." Our target for HUI has been 500 (+/-) for what seems like an eternity. Well, eternity…
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August 10, 2025
Notes From the Rabbit Hole, #874
NFTRH 874 No Confidence At some point the shine is going to come off the story that sees Trump as a great negotiator, artful dealer who's whipping the rest of…
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August 3, 2025
Notes From the Rabbit Hole, #873 [w/ edit]
NFTRH 873 No Laffing Matter Last week in NFTRH 872, we covered the Art Laffer mega bull view that is likely cast through a political lens. According to this view…
July 27, 2025
Notes From the Rabbit Hole, #872
NFTRH 872 Two Geologists Walk Into a Bar Stumble Into the Rabbit Hole With Talon Metals as the focal point, I have a little angel on one shoulder and a…
July 20, 2025
Commodity Super-Cycle
A new Commodity Super-Cycle is likely, finally I have poked fun at the Commodity Super Cyclers over the years. Churning out analysis telling of a great economic reset toward real…
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July 18, 2025
Notes From the Rabbit Hole, #871
NFTRH 871 This report abandons regimented format and gets right to the points it wants to make. There are important ones gathering and I want to make sure I am…
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July 13, 2025
Notes From the Rabbit Hole, #870
NFTRH 870 When the Fed Cuts When the Fed finally cuts interest rates in earnest, the stock market goes down (and not until). At least per the message of the…
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July 6, 2025
Notes From the Rabbit Hole, #869
NFTRH 869 Happy Trader's Happy Sentiment I keep hitting you over the head with this shtick because I find it funny and because I find it useful, not as a…
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June 29, 2025
“Silver/Gold Ratio Trades”… On the Cusp
The Silver/Gold ratio trades, my name for a wider commodity rally, are on the cusp of another leg up You could call them "inflation trades", but the post-2021 phase and…
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June 26, 2025