Gold mining macro fundamentals checkup
The gold mining macro fundamentals that matter are constructive and likely to improve in 2023 Real gold mining macro fundamentals matter. A lot. Here is a list of things that…
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April 7, 2023
NFTRH+; gold’s ratios and miner macro fundamental update
In line with this morning's payrolls report, which increased in job numbers, but showed easing in cost-push inflation (wage growth), gold is retaking some of its relational trends vs. cyclical…
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March 10, 2023
NFTRH+; Gold miner macro fundamentals
The miners leverage gold's standing within in the macro. So if gold is weak vs. cyclical markets/assets then the miners tend to be much weaker. If gold is strong relative…
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August 4, 2022
NFTRH 662, Out Now
Screenshot, inform the nice people of what can be expected in NFTRH 662.
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July 4, 2021
NFTRH 648, Out Now
It includes an opening piece on gold stocks that I may publish publicly later on. It was inspired by two things; 1) a talk with a friend while on the…
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March 28, 2021
Some Gold Macro & Sector Fundamentals, Updated
In NFTRH we use daily and weekly versions of these charts to gauge not only the fundamentals of the gold sector, but also the broader macro markets. Here are the…
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August 16, 2019
Gold’s Macrocosm: The Planets Align
We introduced the graphical view of the preferred counter-cyclical environment for gold and especially the gold stock sector in July: Macrocosm. We have updated the view several times since at…
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February 12, 2016
In-Day Update on Some Gold Sector Inputs That Actually Matter
The word play in the title is in reference to the ridiculous fuss over COMEX gold inventory and other promotions masquerading as fundamentals put out by cartoons masquerading as analysis.…
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December 11, 2015
NFTRH 354, Online Edition
A commitment has come up this weekend that will only allow me the time to review key points in NFTRH 354. What a great opportunity to put more detail than usual in an update [edit: this has turned out to be NFTRH 354, with a PDF update to be mailed on Sunday].
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July 31, 2015