Notes From the Rabbit Hole

Protected: NFTRH 758

Notes From the Rabbit Hole, #758 Summary of NFTRH 758 and the macro situation leading up to it US stock market held the rally and continues with a Goldilocks theme…

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Notes From the Rabbit Hole

Protected: NFTRH 749

NFTRH 749 Gold Stocks Let's get right to the sector that is primary in our forward view of the macro change that is developing (as if on cue, I might…

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Read more about the article Goldilocks
Goldilocks, this picture shows three bears in the room and scared little girl running away from them, vintage line drawing or engraving illustration

Goldilocks

A whiff of Goldilocks, on cue... As inflation fades but the economy remains intact. Amid the Q4-Q1 broad rally projection and specifically due to our view of fading inflation signals…

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tyx

NFTRH 682 excerpt; COVID-19, 4th Wave

Before this week's COVID mutant headlines served well to take more enthusiasm out of a frothy market that we have been noting to be at longer-term 'structural' (as opposed to…

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Read more about the article NFTRH 674, out now

NFTRH 674, out now

While including some personal editorial comments about gold and the precious metals sector #674 does all the real work with respect to the whole macro shootin' match. I have a…

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