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…
2 Comments
July 27, 2025
![Read more about the article Notes From the Rabbit Hole, #873 [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2025/01/nftrh-bull-bear-logo.png?fit=486%2C256&ssl=1){kind=logo}
What a Long, Strange Trip It’s Been Since Nixon Took USD Off the Gold Standard
The chart of SPX and gold shows that volatility was hard-wired into a macro market situation that had been relatively normal prior to August, 1971 I love looking at pictures.…
May 14, 2025
Stagflation or Deflation?
"Stagflation or Deflation?"; one will come first As the Fed's Michael Barr notes, tariffs will put upward pressure on prices of items subject to said tariffs. You can tap the…
Comments Off on Stagflation or Deflation?
May 9, 2025
Will Tariffs and the global Trade War “Spanner” Flip the Macro Inflationary?
Tariffs and the global trade war could flip the macro inflationary (stagflationary) sooner than expected "It's complicated." An answer that may be given by people when asked about their relationship,…
April 22, 2025
Gold Mining Macrocosm Fully Engaged
As Inflation Bugs sell indiscriminately, the gold mining Macrocosm (of proper macro-fundamentals) is engaged A man sits in the White house. A different kind of man. A man who does…
April 4, 2025
February CPI Inflation Rate: We Remain on Plan
The February CPI Inflation Rate continues the disinflationary trend, but... There always seems to be a "but", doesn't there? You can click the MSM's graphic to read the details about…
Comments Off on February CPI Inflation Rate: We Remain on Plan
March 12, 2025
Notes From the Rabbit Hole, #849
NFTRH 849 An abbreviated edition of NFTRH this week Economy If this is indicative of the near future, which it logically is, then the "Government Hiring" leg should be kicked…
Comments Off on Notes From the Rabbit Hole, #849
February 16, 2025
Gold Ratios Progressing, Gold Miners to Benefit
Gold Ratios are indicating our projected countercycle is slowly coming to be and that is to the benefit of the gold mining industry Gold ratios such as those to Oil/Energy…
January 31, 2025
Notes From the Rabbit Hole, #842
NFTRH 842 Stock Markets [edit to the below] Well, best laid plans and all... several indicators were indeed included as the nerd just could not restrain himself. Once again we…
Comments Off on Notes From the Rabbit Hole, #842
December 29, 2024
NFTRH+; Updating the Bond Market & Its Implications
20+ year Treasury bond fund TLT is making a potential whipsaw shakeout move back above the 200 day moving average. This in the wake of a weak GDP report. Depending…
Comments Off on NFTRH+; Updating the Bond Market & Its Implications
October 30, 2024
NFTRH+; Re 10.14.24 update: “Decision Time For This Macro Indication in Bonds”
Our script was "to or through the election" for the broad bull, with a Goldilocks (disinflationary) flavor to it indicated by a counter-trend pullback in bond yields. In an NFTRH+…
Comments Off on NFTRH+; Re 10.14.24 update: “Decision Time For This Macro Indication in Bonds”
October 23, 2024
“Don’t Fight the Fed” or Fight the Fed?
"Don't Fight the Fed" is a bromide you might want to ignore on this cycle This article is inspired by a headline I saw in the media while checking out…
Comments Off on “Don’t Fight the Fed” or Fight the Fed?
October 21, 2024
Think You Know Gold Stocks?
Many gold stock traders will hold for the wrong reasons, sell for the wrong reasons, and not buy back for the right reasons It is one of the most interesting…
September 13, 2024
Gold Ratios: Proper Gold Mining Macro Takes A Big Step Forward
Gold's standing relative to cyclical markets continues to improve, thus, so does the macro backdrop for gold mining equities Without digging up too much theory and analysis from the past,…
September 6, 2024