Notes From the Rabbit Hole, #881

NFTRH 881 Q4 As usual, the markets are pushing the limits of a forward view I had set much earlier. For example, the HUI Gold Bugs Index has blasted through…

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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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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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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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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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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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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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