Notes From the Rabbit Hole #893
NFTRH 893 This Time the Silver Hype Has Macro Backing I added to my PSLV position way up here in blue sky because of the bigger picture macro, not because…
NFTRH 893 This Time the Silver Hype Has Macro Backing I added to my PSLV position way up here in blue sky because of the bigger picture macro, not because…
The new macro features real assets over paper/digital assets I have harped upon the symbolic picture of the new macro since 2022. That was the year that the trend in…
NFTRH 892 Back to (semi) Normal Newer subscribers may not know that I was diagnosed with prostate cancer back in January, had surgery in February and recently completed radiation therapy…
NFTRH 891 excerpt: Silver & Silver/Gold ratio lead a holiday event Excerpted from the November 30th edition of Notes From the Rabbit Hole: Silver, Silver/Gold & Party Time Well, it…
Gold stocks rally with the broad market, and continue leading it The gold stock sector has not been unique since the spring, when it was relatively strong while cyclical markets…
I don't want to use holiday seasonals or any other excuse. In being open to, even favoring a hard decline to clear the sentiment pipes, if the Silver/Gold ratio takes…
It's a double top in the silver-centric "metallic credit spread". We anticipated its bottom and upturn in the spring and recently, its double top into a decline. Upturn = tailwind…
They don't make it easy, do they? No single day can provide a clear indication of what is ahead. It's the cumulative amount of days it takes for signals to…
Rather than trying to guess (and straight nominal TA is just educated guessing as long as existing trends are in place) what is going to happen in the broad market,…
As the macro backdrop evolves, our investment orientation will include more commodity-related investments and speculations It comes down to a question of when (not if, in my opinion) the broad…
The preferred theme for the precious metals has been for a test of the highs. Gold made a bounce to 4245 vs. the previous (and all-time) high of 4381. GDX…
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…
Gold, silver, miners, USD & SGR, current situation I hedged the sector periodically on the way up, to no positive effect and a net negative effect. That's show biz. Then…
Since silver and its anticipated leadership to gold was the linchpin of our plan in the spring to get bullish more than just gold mining stocks (fanning out to wider…