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…
NFTRH 880 Admin A request on behalf of a loved one with a passion for French culture, and much to offer NFTRH.com and NFTRH Premium have a global reach, with…
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…
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…
NFTRH 868 FOMC, Op/Ex & the Current View On Friday we had a twofer, a combo of typical FOMC week "machines gone wild" behavior and options expiration. So, regarding the…
Excerpted from the June 8th edition of Notes From the Rabbit Hole (#866): He’s at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater…