Protected: Notes From the Rabbit Hole, #935
NFTRH 935 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
NFTRH 935 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
Goldilocks has been our favored short-term outcome, and she just took a step forward Today [Wednesday] FOMC did the very much expected and hiked the Fed Funds Rate by .25%…
Our Theme of a 2003-2007 phase centered on commercial banks takes a step forward Reference this NFTRH excerpt from July 13th: Commercial Bank Deregulation Upcoming? The thesis being that it's…
And I don't mean Hazel... Although Hazel and her grotesque grin are back as well, as August payrolls knocked it out of the park on the back of non-productive Leisure/Hospitality…
The April Payrolls report shows the usual suspects doing the heavy lifting, except for Government It was predictable that one of the pillars of Biden's years, government, would get kicked…
A macro view was discussed to close out NFTRH 912 as FOMC week begins... Excerpted from the latest edition of Notes From the Rabbit Hole: Fears about “inflation” the war-driven rise in…
NFTRH 909 Summary Precious Metals (bull market): Correction still in effect, but anticipated bounce is on. GDX/HUI have higher to go before they can attempt to disqualify the A-B-C correction scenario,…
von Mises Crack Up Boom could follow the negative economic effects of war There is currently much hype in the media about a hawkish Fed because the media wrongheadedly anticipates…
War-driven oil prices are not causing inflation You just knew that is was going to happen; that the bombing of Iran and subsequent Iranian actions were going to drive up…
A modified * excerpt from the February 22nd edition of Notes From the Rabbit Hole, NFTRH 903: The Drive to the Mid-Terms We know that the Trump administration is going…
NFTRH 903 Huey, Dewey & Louie I've been trying to make heads or tales out of the near-term US stock market situation, looking at the still vulnerable NDX (QQQ), the…
REAL "real" GDP paints the real picture Not much is real in America anymore. Preservationists, Patriots and Historians want to bring reality back. I for one am very much looking…
Excerpted from the November 2nd edition of Notes From the Rabbit Hole (NFTRH 887): As noted last week, I am hearing all too much talk about a market crash to…
NFTRH 884 It's the Wild West The segment's title references two things. I've always said that "investing" in junior/exploration mining stocks listed on the TSX-V is like the wild west,…