Here is yesterday's first entry in the subscriber blog: You win some (timing a buy on MAIFF/MAI.V) and lose some (my hedges, which have gone from solid paper profits to…
After the rally completes, a precious metals pullback is likely upcoming, to be followed by resumed broad market leadership How We Got Here 2025 was a stellar year for the…
Stocks, commodities and precious metals are bullish, as anticipated, but post-election balance will shift It's all been bullish after the summer swoon, as anticipated. While one reliable indicator we track…
If ever there was a week for the market to go my way and in line with current short-term analysis, this is that week (the move from hell drags on,…
The gold market has a lot going against it at this time (note: "at this time") This is a non-comprehensive view of the gold market and what is in store.…
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…
Precious metals risk/reward now positive as the Gold/SPX Ratio declines to target Risk in gold, the miners and especially silver was nosebleed high back in January. So much so that…
The scenario envisioned in the NFTRH+ update last Sunday is coming about. "It" being gold. "Right here" being the support level at 4250-4300 currently being lost. The 38% Fib (not…
Sticking with the traditional order of things, as opposed to the caveat noted in NFTRH 918 that silver could bottom first and lead, the usual order is gold bottoming first,…
NFTRH 917 This report started out like any other. A geek doing his geek-like thing, managing what has been a thus far successful market phase. But as the report wore…
Gold's leadership was on display last year, but it's a new phase in 2026 Before beginning this article, it is time to introduce a short note to precede my posts:…
We have been watching for an end to the correction in the complex, as would be led by silver. So let's update silver's status (as it gets hammered this morning),…
The Silver/Gold ratio exploded higher after a long post-crash base. "That is usually a sign that the basing phase is done and a up-phase is taking place." - Captain Obvious…
Macro shifts in favor of commodity related stocks This is not Grandpa's macro, and these are not Grandpa's commodities. The traditional commodity complex has shifted to more critical status, amplified…