The New Macro; Gold, Stocks & Debt
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…
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December 12, 2025
Notes From the Rabbit Hole, #886
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…
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October 26, 2025
Precious Metals Sector Internals & Broad Macro
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…
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October 22, 2025
About the Gold-Led Precious Metals & Strategic Commodity Melt-Up
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…
September 19, 2025
Notes From the Rabbit Hole, #871
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…
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July 13, 2025
NFTRH+; An Important Update With Details About Gold Stocks Going Forward
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…
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May 15, 2025
Notes From the Rabbit Hole, #862
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…
May 11, 2025
Gold Mining Macrocosm Fully Engaged
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…
April 4, 2025
NFTRH+; If the Stock Market Tanks and GSR & USD Go Their Separate Ways, What Happens to This Sector?
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…
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April 3, 2025
NFTRH+; Okay, Let’s Get it On
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…
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November 6, 2024
Gold Price: 12% From Target; Okay, So What?
The gold price is on a big leg up toward the next target of 3000+, but there is more to the story than that... Just to be clear that the…
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October 25, 2024
“Bond Market Yield Curve Returns to Normal”? Signals for Gold, Stocks, Economy
The financial media appear to once again be leading the public astray about the Yield Curve situation The media pounded and pounded the yield curve's inversion as a signal about…
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September 20, 2024
NFTRH+; Priority Update & a Compelling View of the Gold Stock Bull Market
It is just one way of viewing the bull market, but the relationship between T-bill yields (Fed Funds proxy) and the HUI Gold Bugs index is an important one. We…
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September 19, 2024
