Priority Update, Important Semi Data & Market Notes

[edit] I neglected to include the link and this quote... "Year-to-date, the bookings and billings reported in the SEMI North American equipment book-to-bill report indicate a solid year for the industry,"…

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Precious Metals ‘Bounce’ Targets

This post is not a call to action because all of our orientations are different.  For example, a trader would have played the bounce.  An investor - especially in light…

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Microcosm Expanding

NFTRH 353 introduced the idea of a Macrocosm, a planetary representation of elements that need to come into place for a real investment stance on the gold stock sector (as…

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Multi-Market Update

Add the US dollar to the list of items that are in question and on the move.  The green circles show the higher highs and higher lows made by USD since the May low.  In June it spiked down, tested that low and then shot higher.

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Silver Nears Target

For several weeks now, we (NFTRH) have been managing the potential for a bounce in the precious metals.  This was primarily based on over sold readings, a gold bug 'puke'…

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Gold vs. Commodities

Gold (GLD) vs. a grab bag of commodity funds...

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Post-Payrolls Happenings

I find it interesting that July Payrolls was pretty decent, the US dollar firmed (apparently with firming expectations of a Sept. rate hike), some stock markets and commodities are weak…

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Microcosm

Today is another microcosmic representation of the Macrocosm, whereby we note that for a day at least, things are going the way that the next market phase will go... as…

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Armstrong to Allow a Gold Rally?

Ha ha ha... well, with the way he commands the respect of reformed gold bugs it almost seems as if gold will not rally until Marty says gold will rally.…

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More on Gold Mining

Since it seems to be the time to start writing more about the miners after years on the out cycle, with only the eternally bullish pompom squad micro managing the…

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NFTRH 354, Online Edition

A commitment has come up this weekend that will only allow me the time to review key points in NFTRH 354.  What a great opportunity to put more detail than usual in an update [edit: this has turned out to be NFTRH 354, with a PDF update to be mailed on Sunday].

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Macrocosm

Below is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 353.  After this theoretical exercise we got down to nuts and bolts analysis, which…

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Gold’s Epic Contrary Indicator?

In yesterday's NFTRH 352 excerpt, we noted the 'gone viral' feel of the Jason Zweig WSJ bearish call last week.  Thanks to the same reader who alerted me to the…

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