Notes From the Rabbit Hole, #851
NFTRH 851 An abbreviated edition this week. Surgery went well and I'll be recuperating over the next couple of weeks. [edit] It turns out the report is not quite as…
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March 2, 2025
Musk and the Bond Market; It’s Not You, Elon
Musk and the bond market are in a convenient alignment, but the bond market situation has been in progress since 2023 Our (NFTRH) view has been for falling inflation signals…
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February 25, 2025
Revaluing US Gold Reserves While Paying Down Debt? What a Concept
If the whispers of revaluing the US gold reserves prove true, it could be an instant boon to the peoples' (currently debt-addled) asset base [edit] Per the article's comments, a…
February 20, 2025
Notes From the Rabbit Hole, #849
NFTRH 849 An abbreviated edition of NFTRH this week Economy If this is indicative of the near future, which it logically is, then the "Government Hiring" leg should be kicked…
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February 16, 2025
NFTRH+; Whipsaw
From a crowded train, an update. Classic. This morning's big upside in pre-market is getting reversed in-day because... SILVER. Hence why we had other parameters (like the Silver/Gold ratio's unconfirmed…
February 14, 2025
Trump Tariffs a No-Go With Interest Rate Cuts
In the shadow Trump tariffs, an interest rate cutting regime does not seem likely This man wants his Tariff cake and he wants to eat it too. The implication of…
February 12, 2025
Notes From the Rabbit Hole, #848
NFTRH 848 Summary US Stock Market: Major trends up, leadership rotating more defensive, short-term potential for more pullback, but still open to a new broad rally surge, given the uptrends.…
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February 9, 2025
January Payrolls Report: +143,000; Hazel Does Heavy Lifting, But Does She?
The January Payrolls report come in at +143,000, supported by Education Services and Government, yet STILL less than expected The late stage services economy chugs onward, but Hazel's grotesque and…
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February 7, 2025
Irrepressible Hazel: December Payrolls +256k
The December Payrolls report keeps Hazel gainfully in good cheer Well, there goes my theory that the Biden administration would stop pulling out all the stops to keep up economic…
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January 10, 2025
RINO at the Trough: Ultimate Debt Ceiling Kabuki Dance
As Trump prepares to take office, the tired old "Debt Ceiling" Kabuki Dance, err debate, plays on... Yes ladies and gentlemen, it's that time again. Time for the Kabuki dance…
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January 7, 2025
Video w/ Jordan: Stock market top is very bullish for gold & gold miners
Interview with the Daily Gold's Jordan on macro indicators, stocks and precious metals Okay well, the beard is not working for me now that I see it objectively in a…
December 31, 2024
Notes From the Rabbit Hole, #842
NFTRH 842 Stock Markets [edit to the below] Well, best laid plans and all... several indicators were indeed included as the nerd just could not restrain himself. Once again we…
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December 29, 2024
10yr-2yr Yield Curve Still Signaling “all’s not well”
The 10yr-2yr yield curve remains on its new steepener The macro is grinding along, subject to daily noise that drives nominal yields up or down (today's noise du jour is…
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December 11, 2024
November Payrolls Report, +227k
November Payrolls report higher than expected w/ strange bedfellows Tap headline for the full report. Hazel? She's fine. Never a doubt for old Haz in the massive consumerist/services economy. Strange…
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December 6, 2024