NFTRH 545 Out Now
As usual I point you to the bullet points below, which barely even scratch the surface of the surface of the story but which at least outline where we go…
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March 31, 2019
Palladium, PALL/Gold Ratio, SPX and the Gold Sector
Okay, now I am getting geeked out. One of the most fun and rare times in what I do is when something big happens that I feel in my gut…
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March 28, 2019
Time for a Turn?
This is the opening segment from this week's edition of Notes From the Rabbit Hole, NFTRH 544. This segment is usually written before I've done the weekend work, which is…
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March 24, 2019
Doctor Copper’s Bitter Medicine Today
So the Fed has stated its goal to inflate, but it does not happen in real time. There had to be a reason for the Fed to turn into a…
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March 22, 2019
Just Another Boring Dr. Copper Post
But then, managing the macro markets on a daily basis can be drudgery, can't it? It's a good thing I get off on this stuff because most normal humans do…
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March 14, 2019
NFTRH; Cyclical vs. Counter-Cyclical, Inflation vs. Disinflation Very Much Up in the Air
Well here we are not only with the US market back to the equivalent of the SPX 2815 target area (hit a high of 2821 today and eased back to…
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March 13, 2019
Doctor Copper Fades
The intermediate uptrend is intact but the $3/lb. area remains a holdout. So, no big "party on Garth!" macro signal at this time. It's just a boring and over worked…
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March 4, 2019
Trade War Distortions?
I have found myself writing the phrase "trade war distortions" on multiple occasions because I personally cannot see how anyone can quantify the effects of the Trump/China standoff, economically. In…
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February 27, 2019
SPX Hits Extreme Target & Recoils, VIX & GDP Now Tank
If there are any bears with enthusiasm left out there they may want to be watching the point from which SPX reached and reversed (a bit) today. The extreme target…
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February 25, 2019
Jobs Are Great! But is the Semi Canary Still Sick?
I am not talking my book (well, I guess I am if I am a counter-cyclical gold bug) because I am significantly more long than short the market at the…
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February 1, 2019
Macro Tourist Outdoes Himself, Explains MMT (coming to an election near you)
I mean really, check this out from Kevin Muir. Everything You Wanted to Know About MMT (but were afraid to ask) MMT sounds to me like just another cult. In fact,…
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January 31, 2019
Counter-Cyclical Winds Blow, Gold Miners Front and Center
As the stock market cracked on October 10th we noted... Looks Who’s Holding Firm Amid the Carnage; the Gold Miners And sure enough the GDX bottoming pattern noted in that…
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January 31, 2019
Market Week Ahead
Earnings start to kick in (with Caterpillar and Apple in the spotlight) and the media are telling us all about everything under the sun as usual. Bloomberg for example... The…
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January 28, 2019
Fed Doves Take Flight…
A 'wild card' segment has been added to NFTRH reports because I wanted the freedom to go out of bounds in any direction, beyond our usual areas of disciplined coverage.…
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January 26, 2019
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