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…
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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…
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…
Important gold ratios to markets that are more cyclical When gold rises again vs. these markets the counter-cyclical economic view will generally be back on. Gold has far more utility…
Folks, I want to get this down on paper BEFORE the shit hits the fan. Not during or after. Basically, I already have written it all, but in various reports/updates.…
Jackson Hole week is often used as a policy bull horn It is clear that the market is taking some froth off the top of several recently over-bullish areas (everything…
The hot July PPI number is not inflation, it is an effect of inflation Just as I often write that the "inflation" numbers the media chase all over the place…
NFTRH 874 No Confidence At some point the shine is going to come off the story that sees Trump as a great negotiator, artful dealer who's whipping the rest of…
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…
NFTRH 872 Two Geologists Walk Into a Bar Stumble Into the Rabbit Hole With Talon Metals as the focal point, I have a little angel on one shoulder and a…
Under the Federal Reserve system, the U.S. is not a capitalist country, it is a socialist welfare state for the elite, compliments of inflation Socialism For the Elite, Not Capitalism…
The 10yr2yr yield curve steepening trend is well intact, indicating an oncoming economic bust not too far out on the horizon It's not the only indicator to the macro, but…
Tariff effects always were going to be delayed... stagflation or deflation? If the thesis of this well thought out analytical string is correct, no tariff effects will have washed up…
"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…