The Gold Market Bides Time As Pigs Set Free
The gold market has a lot going against it at this time (note: "at this time") This is a non-comprehensive view of the gold market and what is in store.…
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July 24, 2026
Protected: Notes From the Rabbit Hole, #923
NFTRH 923 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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July 12, 2026
It’s the Inflation, Stupid
Inflation is the root of societal evil "It's the economy, stupid"... James Carville (1992) Half right, James. Today it's the "inflationary component and driver of the economy, stupid". As the…
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July 8, 2026
Protected: Notes From the Rabbit Hole, #922
NFTRH 922 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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July 5, 2026
Probably Not Goldilocks, But Related
Last week as we noted the yield curve flattening in reaction to the hawkish tone of the Fed, and with the US dollar firm, we opened the prospect of Goldilocks.…
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June 23, 2026
Notes From the Rabbit Hole, #920
NFTRH 920 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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June 21, 2026
Oil, Economic Deceleration & a Crack-Up Boom?
von Mises Crack Up Boom could follow the negative economic effects of war There is currently much hype in the media about a hawkish Fed because the media wrongheadedly anticipates…
March 27, 2026
Printing is Inflation, War Effects Are Not
War is not inflation, printing is inflation I firmly believe that a great game of misdirection is in play, whether intentional or just out of ignorance. That misdirection is in…
March 24, 2026
NFTRH+; Potential Goldilocks Alert
The stock market has refused to break, and despite the war-driven spike in oil prices, the macro is in an interim disinflationary phase, not an inflationary one. Ref. this morning's…
March 18, 2026
War-Driven Oil Prices More Likely Deflationary
War-driven oil prices are not causing inflation You just knew that is was going to happen; that the bombing of Iran and subsequent Iranian actions were going to drive up…
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March 18, 2026
“Interim” Disinflation Within the Inflationary Macro
The view is and has been disinflation first, then a return of the inflationary macro Sometimes I feel as though I write the same public article over and over. But…
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February 27, 2026
2026 Monetary, Fiscal Backdrop & the Economy
A modified * excerpt from the February 22nd edition of Notes From the Rabbit Hole, NFTRH 903: The Drive to the Mid-Terms We know that the Trump administration is going…
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February 23, 2026
Notes From the Rabbit Hole, #903
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…
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February 22, 2026
Goldilocks vs. Liquidity Scare, Later Stagflation
This article is only available at nftrh.com, anewsituation.com and Substack (sign up!) Interim Plan: Disinflation or Liquidity Scare? In 2023 we began planning for a disinflationary phase, and slowly but…
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February 16, 2026
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