The anticipated disinflationary phase is finally here Excerpted from this week's edition of Notes From the Rabbit Hole, NFTRH 921: Macro A hybrid “macro/sector fundamental” for gold stocks is the…
NFTRH 920 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…
With gold no longer an austerity anchor, the Fed and both aisles of government have brought America to this point - call in the Screw Worm! Pardon the mostly non-market…
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 912 Summary Precious Metals (bull market) Correction still technically in effect for gold, silver and GDX/HUI. Bounce hit and pulled back from a would-be point ‘B’ of a would-be A-B-C bull market correction,…
War is not inflation, printing is inflation I firmly believe that a great game of misdirection is in play, whether intentional or just out of ignorance. That misdirection is in…
NFTRH 906 The Pig Won't Crack At least not yet. With the Iran war driving market emotion, with the US winning the war in like an hour, according to Trump.…
Excerpted opening segments of NFTRH 900: Warsh & The Silver Flash Crash 900 I always get amazed when the number of NFTRH editions hits a round number. 900 times have…
2025 was was a bad one in many ways except investment (IMO & speaking personally) A silver (and gold) lining was, of course, the precious metals sector for we who…
NFTRH 888 The Return of the 3 Snowmen! So here is the story. Long-time subscribers may remember that based on a breakout to all-time highs in 2010 by the HUI…
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 887 Reality is One Thing, Markets Are Another As noted last week, I am hearing all too much talk about a market crash to feel comfortable in a bearish…
NFTRH 885 Reaction It was Op/Ex Friday, which market people believe increases the potential for volatile theatrics. For those of us holding what have been consistently winning cards in the…
Excerpted from the October 12th edition of Notes From the Rabbit Hole, NFTRH 884: [edit] A reader commented at the Substack version of this article (please subscribe, it's free) suggesting…