A Bubble In Gold? Hardly…
Viewing the gold price in a vacuum, some may think there is a bubble in gold, but that is far from the case The gold price is, after all, doing…
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March 17, 2025
February CPI Inflation Rate: We Remain on Plan
The February CPI Inflation Rate continues the disinflationary trend, but... There always seems to be a "but", doesn't there? You can click the MSM's graphic to read the details about…
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March 12, 2025
Notes From the Rabbit Hole, #849
NFTRH 849 An abbreviated edition of NFTRH this week Economy If this is indicative of the near future, which it logically is, then the "Government Hiring" leg should be kicked…
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February 16, 2025
Trump Tariffs a No-Go With Interest Rate Cuts
In the shadow Trump tariffs, an interest rate cutting regime does not seem likely This man wants his Tariff cake and he wants to eat it too. The implication of…
February 12, 2025
Gold Ratios Progressing, Gold Miners to Benefit
Gold Ratios are indicating our projected countercycle is slowly coming to be and that is to the benefit of the gold mining industry Gold ratios such as those to Oil/Energy…
January 31, 2025
Down the Rabbit Hole; the Age of Inflation onDemand
Excerpted from the January 26 edition of Notes From the Rabbit Hole, NFTRH 846 NFTRH 846 went much further off the normal path than this excerpt, as its writer was…
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January 26, 2025
Notes From the Rabbit Hole, #842
NFTRH 842 Stock Markets [edit to the below] Well, best laid plans and all... several indicators were indeed included as the nerd just could not restrain himself. Once again we…
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December 29, 2024
NFTRH+; On This FOMC Day…
This FOMC day feels different than those we've had all year as the Fed leaned into its dovish stance with the diminishing of inflation signals and oh yes, the oncoming…
December 18, 2024
The Gold/RINF Ratio is a Positive Gold Stock “Internal”
The Gold/RINF ratio positively diverged HUI into today's upside I am not going to pretend I had it all figured out. Indeed, I got burned on a partial hedge on…
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December 9, 2024
Notes From the Rabbit Hole, #837
NFTRH 837 Summary US Stock Market: Rotations in play, with growth stocks doing well as Semi stocks get cycled out. It gives the appearance of a late stage cycle with…
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November 24, 2024
NFTRH+; Updating the Bond Market & Its Implications
20+ year Treasury bond fund TLT is making a potential whipsaw shakeout move back above the 200 day moving average. This in the wake of a weak GDP report. Depending…
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October 30, 2024
NFTRH+; Re 10.14.24 update: “Decision Time For This Macro Indication in Bonds”
Our script was "to or through the election" for the broad bull, with a Goldilocks (disinflationary) flavor to it indicated by a counter-trend pullback in bond yields. In an NFTRH+…
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October 23, 2024
“Don’t Fight the Fed” or Fight the Fed?
"Don't Fight the Fed" is a bromide you might want to ignore on this cycle This article is inspired by a headline I saw in the media while checking out…
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October 21, 2024
Cyclical Macro: “Slowly I Turn…” (in favor of gold mining)
The transition to a post-bubble macro continues making progress When the bubble makers are finally banished, when their policies are shown in the light of day (and of a rebellious…
October 18, 2024