NFTRH 891 excerpt: Silver & Silver/Gold ratio lead a holiday event Excerpted from the November 30th edition of Notes From the Rabbit Hole: Silver, Silver/Gold & Party Time Well, it…
Gold stocks rally with the broad market, and continue leading it The gold stock sector has not been unique since the spring, when it was relatively strong while cyclical markets…
As the macro backdrop evolves, our investment orientation will include more commodity-related investments and speculations It comes down to a question of when (not if, in my opinion) the broad…
NFTRH 888 The Return of the 3 Snowmen! So here is the story. Long-time subscribers may remember that based on a breakout to all-time highs in 2010 by the HUI…
Excerpted from the November 2nd edition of Notes From the Rabbit Hole (NFTRH 887): As noted last week, I am hearing all too much talk about a market crash to…
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…
Subscriber CF pinged me about my thoughts about what might be the fallout (or lack thereof) if inflation numbers (actually, the numbers on inflation's "effects") come in higher than the…
NFTRH macro view is proceeding nicely Excerpted from the September 7th edition of Notes From the Rabbit Hole, the bullet points below illustrate past phases that successfully guided us to…
A recession (and bond rally) is oncoming, but first the stock market has to finish doing what it does... [edit] In the time it took to write this post the…
Important gold ratios to markets that are more cyclical When gold rises again vs. these markets the counter-cyclical economic view will generally be back on. Gold has far more utility…
Gold is revolution against an expiring system that is still limping along The expiring system (in progress for years, actual expiration date unknown) has limped along, through Fed (monetary) and…
Jackson Hole week is often used as a policy bull horn It is clear that the market is taking some froth off the top of several recently over-bullish areas (everything…
NFTRH 876 Market Talk At this point, far into the broad market recovery rally with gold stocks so close to the primary target (HUI 500+/-) I want to make sure…
The hot July PPI number is not inflation, it is an effect of inflation Just as I often write that the "inflation" numbers the media chase all over the place…