On the occasion of another standout payrolls report, we note that the macro is indeed changing beneath the surface Another payrolls report, another beat of expectations. Here is the breakdown…
Why are gold and commodities up and stocks under pressure as long-term interest rates rise? Because, this... The 10-2 yield curve is threatening to resume steepening. The uplift from the…
Updating gold ratios to other markets using associated ETFs Sure, gold is a pretty and heavy object that people fall in love with (and express their love with). But it…
Gold stocks are among the most hated equities in the stock market, but that will change as the macro shifts in their favor for the first time since 2001-2003 It…
Gold and gold stocks, current view Below is my response to an NFTRH subscriber by email. I think it is a good idea to briefly state clearly where I am…
The gold mining sector rallied as if on cue after our update highlighted some positives While noting that nothing other than an oversold condition was technically actionable (a strong argument…
Gold price still disappointing speculators, but it's doing as it should do Back in August I wrote an article called Gold: The Anti-Bubble. The point being that if you want…
The FOMO rally in stocks uses fantastic, but discrete news from Nvidia to resume FOMO: the fear of missing out Last weekend we noted that the US stock market was…
2 Horsemen of the Macro Apocalypse, AKA the US dollar and Gold/Silver ratio, when they rise impulsively together, updated by daily charts 2 Horsemen of Macro Apocalypse When the global…
The bubble in 'no holds barred' monetary policy (birthed under Alan Greenspan) and the bullish markets it benefits are in their third decade Gold, meanwhile, will not be ready until…
Notes From the Rabbit Hole, #795 Summary omitted this week as NFTRH 795 goes conversational on a weekend when an unexpected commitment popped up. "No Landing" (until after the election?)…
The US Dollar index is at another stubborn decision point, and macro markets hang in the balance as USD and gold's relationship to silver will direct coming market strategies As…
US dollar index (DXY) frisky ahead of next week's FOMC nothingburger, I mean meeting We projected a bounce for USD nearly a month ago in this now public NFTRH+ update.…
Below is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 792 Bond Market, Gold, Yield Curve and the Changes to Come While it is…