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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
NFTRH 868 FOMC, Op/Ex & the Current View On Friday we had a twofer, a combo of typical FOMC week "machines gone wild" behavior and options expiration. So, regarding the…
The commodity rally, such as it has been so far, should take on a new intensity, possibly after a summer cool-down Below I present for you one of those charts…