NFTRH 905 Diversity Working Thus Far My portfolios are constructed, theoretically, for whatever the heck is going to happen in the near-term. Gold stocks, Semi, Tech, a couple broader stocks,…
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…
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 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…
The new macro features real assets over paper/digital assets I have harped upon the symbolic picture of the new macro since 2022. That was the year that the trend in…
NFTRH 886 Postscript: After completing #886 I want to call your attention to the bond market segment and ask you to consider, but not (yet) over-react to a nasty echo…
With the sector internals pulling way back from overbought and overdone, the BPGDM is frothy no more. That is no indicator of a bottom, but it is an indicator that…
Gold led the Precious Metals & Strategic Commodity Melt-Up and it's nothing like a bubble; it's a launch within a new macro Two things can be true at once. The…
NFTRH 871 This report abandons regimented format and gets right to the points it wants to make. There are important ones gathering and I want to make sure I am…
As you know, I have made a big deal about the positive macro backing a bullish view on gold stocks over much of the last year. That is well and…
NFTRH 862 NFTRH++ Coming Soon Picture a guy with a little cap with a propeller on his head. A propeller that would spin every time he saw an attractive looking…
As Inflation Bugs sell indiscriminately, the gold mining Macrocosm (of proper macro-fundamentals) is engaged A man sits in the White house. A different kind of man. A man who does…
Yesterday I made an update asking and attempting to answer the question of what will gold stocks do if the stock market gains a continued bounce on relief from terrible…
As the Dust Settles We have our new president and we have unified branches of government. We have a rejection of what took place over the last 4 years. I…