She’s Baaack!
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…
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September 4, 2026
April Payrolls Report: Back to the Future Under Trump… w/ One Notable Exception
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…
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May 8, 2026
A Macro View as FOMC Week Begins
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…
April 26, 2026
Notes From the Rabbit Hole, #909
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,…
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April 5, 2026
Oil, Economic Deceleration & a Crack-Up Boom?
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…
March 27, 2026
War-Driven Oil Prices More Likely Deflationary
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…
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March 18, 2026
2026 Monetary, Fiscal Backdrop & the Economy
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…
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February 23, 2026
Notes From the Rabbit Hole, #903
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…
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February 22, 2026
REAL “Real” GDP!
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…
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December 3, 2025
Reality is One Thing, Markets Are Another
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…
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November 2, 2025
Notes From the Rabbit Hole, #884
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,…
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October 12, 2025
Macro View On Plan (NFTRH 879 excerpt)
NFTRH macro view is proceeding nicely Excerpted from the September 7th edition of Notes From the Rabbit Hole, the bullet points below illustrate past phases that successfully guided us to…
September 8, 2025
Notes From the Rabbit Hole, #879 [w/ edit]
NFTRH 879 [edit] It occurs to me that I did not begin the stroll down memory lane at the beginning. The actual beginning was my folly as an investor in…
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September 7, 2025
Beginning Of The End, But First A Bond Rally…
A recession (and bond rally) is oncoming, but first the stock market has to finish doing what it does... [edit] In the time it took to write this post the…
September 5, 2025
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