NFTRH 785
Notes From the Rabbit Hole, #785 Summary US Stock Market: Seasonal remains positive. Trends are up. Gaps are below. Given the sentiment note below, risk to this rally - or…
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November 26, 2023
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Gold Stocks: Is the Time Really Now? [w/ edit]
Gold stocks are not yet unique within the wider macro, but that does not preclude a move to 40 by GDX [edit] Interesting, however, that on the day this was…
November 16, 2023
Why the Breakout in Long-term Yields Will Not Resolve Inflationary
Inflationary implications of Treasury yields were not backed by commodities or the Copper/Gold Ratio If the trends in the CRB index and the Copper/Gold ratio (CGR) were correlated with the…
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November 15, 2023
Core CPI Hits 2 Year Low, Any Questions?
Inflation reads flat and core CPI hits 2 year low; because of course they did! One year ago we began projecting a coming bull rally that would be the product…
November 14, 2023
Drastic Rates of Change in M2 Money Supply Will Matter
If rapid M2 percentage growth forecast an inflation problem back in 2020, why would it not be forecasting deflationary pressure now? As far back April, 2020 NFTRH was forecasting a…
October 26, 2023
Planet Cathie
Cathie Wood is smarter than me The way she looks down from on high into the camera's lens makes me feel small. Makes me feel insignificant. Makes me feel like…
October 23, 2023
Pro-Gold Yield Curve Steepener Continues
10yr-2yr yield curve steepener continues after secondary extreme inversion; gold holds steady Many have questioned why the gold price has failed to do the normal thing (decline significantly) in the…
October 19, 2023
As the New Macro Engages, Gold Stocks to Shine
Gold stocks are rallying in the short-term, but the real move may still be ahead This article views the gold stock sector's big picture bullish situation from the standpoint of…
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October 13, 2023
Gold/Silver Ratio: “slowly I toin”
The Gold/Silver ratio reversed from down to up on Friday, a 'tell' of sorts Gold/Silver ratio (in its Brooklyn accent): "Slowly I toin... step by step..." I shorted silver on…
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October 2, 2023
Bullish Pivot or Destruction Ahead
Using three vantage points, the US dollar, the Gold/Silver ratio and the 10yr-2yr Yield Curve, broad markets are indicated to be at an important decision point There sure are a…
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September 29, 2023
Deflation, Stag or Crack-Up Inflation?
Goldilocks is transitional; it's what's next that will represent the next major macro theme Ever since the 30 year Treasury bond yield (one 'top-down' macro tool NFTRH uses to gauge…
September 13, 2023
Gold Stock Correction Finally Hits Target #1
The gold stock correction has been in play since GDX/HUI doubled topped in April-May Gold Stock Correction From a Seasonal View We begin this article, which updates the gold stock…
August 17, 2023