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Notes From the Rabbit Hole

Notes From the Rabbit Hole

A reality-based financial market service with a different perspective… “Before NFTRH I used to feel a bit like Agent Starling in Buffalo Bill’s basement after the lights went out. Thanks for turning on the lights.” –JM

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Tag: currency war

Who’s Got the Most Ammo in a Currency War?

July 10, 2019 Gary

You would think logically that the nation and its central bank that have had the strongest currency and firmest policy (I know… but work with

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Powell Tips His Hand

July 10, 2019 Gary

We noted yesterday that it is Fed Hype Week. A couple tough days for the market and the headlines are reinforcing the negativity. A single

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It’s Fed Hype Week

July 9, 2019 Gary

A couple tough days for the market and the headlines are reinforcing the negativity. A single (and positive) payrolls report has instigated some market noise

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Currency War to Bring Anti-USD ‘Inflation Trade’?

June 20, 2019 Gary

Gold is the leader. The playbook calls for it to bottom amid deflationary pressure and lead everything else up into the next inflation. Gold>Silver>Miners>Commodities>Stocks… or

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TRUMPETING: “I don’t often track gold & silver any longer but I do remember that at the end of October 2008 you and Bob Hoye were the only two advisors who were bullish. That was ideal, a couple of voices crying in the wilderness. I don’t know why you don’t trumpet that more.” –MM 11.10.14

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