NFTRH 903 Huey, Dewey & Louie I've been trying to make heads or tales out of the near-term US stock market situation, looking at the still vulnerable NDX (QQQ), the…
NFTRH 902 Interim Plan: Disinflation or Liquidity Scare? In 2023 we began planning for a disinflationary phase, and slowly but surely it arrived in the form of a volatile inflation…
NFTRH 899 Big Picture View (summary) Precious Metals: Gold, miners and especially silver are over-bought, at increasing risk of correction and flat out bullish. The view is that a coming…
Our plan has been for 2026 "inflation trade" including a wider range of commodities. But the plan was subject to an interim market liquidity problem/deflation scare that would, not so…
NFTRH 895 Silver Mania, or Different This Time? A subscriber sent me a link to this article, which I found very informative: Silver Mania and the Predictable Bust If you…
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 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 890 Current Situation Last week we had 7 NFTRH+ updates, ranging from degrading U.S. market internals to the status and implications of the Silver/Gold and TSX-V/TSX ratios. You can…
The US stock market has cracks galore, beneath the surface Several gauges of lack of health continue to be present, and others are starting to join those already looking bad.…
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…
NFTRH 889 Silver-led Party Likely Over For Now Note: the premise below may well be an interim signal (i.e. not nearly a long-term issue). Please consider that the Silver/Gold ratio…
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…
A quick snapshot of the current picture of some market internals and indications, most of which is a review and update of pictures we've been reviewing along the way during…
NFTRH 887 Reality is One Thing, Markets Are Another As noted last week, I am hearing all too much talk about a market crash to feel comfortable in a bearish…