Goldilocks Painted Into Existence
Goldilocks has been our favored short-term outcome, and she just took a step forward Today [Wednesday] FOMC did the very much expected and hiked the Fed Funds Rate by .25%…
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September 16, 2026
Protected: Notes From the Rabbit Hole, #932
NFTRH 932 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…
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September 13, 2026
Fed Handoff to Commercial Banks at Hand?
Our Theme of a 2003-2007 phase centered on commercial banks takes a step forward Reference this NFTRH excerpt from July 13th: Commercial Bank Deregulation Upcoming? The thesis being that it's…
September 11, 2026
Protected: Notes From the Rabbit Hole, #931
NFTRH 931 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…
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September 6, 2026
Protected: Notes From the Rabbit Hole, #926
NFTRH 926 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…
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August 1, 2026
Protected: Notes From the Rabbit Hole, #925
NFTRH 925 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…
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July 26, 2026
Protected: Notes From the Rabbit Hole, #924
NFTRH 924 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…
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July 19, 2026
Commercial Bank Deregulation Upcoming?
From the Fed's own orifice, commercial bank deregulation is on the table This is a brief excerpt from NFTRH 923 discussing proposed bank deregulation, which certainly would dovetail with Chairman…
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July 13, 2026
Notes From the Rabbit Hole, #923
NFTRH 923 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…
July 12, 2026
Macro: Interim Disinflationary Phase
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…
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June 29, 2026
Notes From the Rabbit Hole, #920
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…
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June 21, 2026
Set Free From Gold, the Fed and Both Aisles Ruined America
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…
June 5, 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, #912
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,…
April 26, 2026
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