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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May 21, 2023
Protected: NFTRH+; brief update & admin
Admin first. As mentioned previously, I'll be away from my office for the rest of today and all day tomorrow. NFTRH 758 will be published on Sunday as usual. Now…
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May 18, 2023
NFTRH+; the inevitable band-aid brigade
Janet Yellen is sooth saying the markets about the bank sector meltdown going on. It is government, not the Fed that is applying the band aids, talking about bailouts and…
March 21, 2023
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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March 19, 2023
As the inflation trades drop, gold out-performs and gold miners will benefit
The inflation trades are fading and gold is ascending to its rightful place in the disinflationary macro The favored NFTRH plan is working out well as we planned the Q4…
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March 17, 2023
Macro transition; Goldilocks now, deflation later
The NFTRH view has been for a macro transition from inflation (past) to 'Goldilocks' (present) to deflation (later) Since projecting the Q4-Q1 broad market rally back in November, we have…
March 14, 2023
NFTRH+; more on the PMs (and Goldilocks) from a macro funda perspective
Last update for today, I promise (I think I promise). :-) I am back in my office after a scare earlier involving daughter, fainting, hitting head, emergency room. Now hopefully…
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February 22, 2023
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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February 2, 2023
NFTRH+; Goldilocks, USD and the Fed
Yesterday was a reminder that Fed members can and do interfere in the markets at will. Such power to move markets should be considered disreputable at best and criminal at…
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August 3, 2022
Yield Curve is not currently an inflationist’s friend
The yield curve is flattening I don't cheer-lead a given view, but if I were to do that I'd be cheering for a yield curve flattener to put a correction…
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December 3, 2021
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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November 26, 2021
Trade/Invest macro ‘top down’; a guide
Below is an excerpt from an NFTRH report (#676, due out on 10.10) that has not even been written yet, outside of this opening segment that clarifies and makes some…
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October 8, 2021
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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September 26, 2021
![Read more about the article When the tight economic rope slackens [w/ edit]](https://i0.wp.com/nftrh.com/wp-content/uploads/2021/09/stag2.png?fit=564%2C466&ssl=1)
When the tight economic rope slackens [w/ edit]
[edit] Upon completing the article I realized that no forward look at the economy and financial markets from an inflationary/deflationary point of view would be complete without consideration of the Yield…
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September 24, 2021