Notes From the Rabbit Hole, #883
NFTRH 883 Tactical As per the Weekly Notes, I decided to cash in some chips on Friday. I already have remorse about a couple sales, and that is what greed…
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October 5, 2025
Best of Both Worlds for Gold and Silver Miners (for now)
With gold leading "inflation expectations" and silver leading gold, it's the best of both worlds, but may not be sustainable, long-term First some definitions, per my usual work: Gold is…
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September 26, 2025
Notes From the Rabbit Hole, #879 [w/ edit]
NFTRH 879 [edit] It occurs to me that I did not begin the stroll down memory lane at the beginning. The actual beginning was my folly as an investor in…
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September 7, 2025
NFTRH+; Priority Update, Part 2 [w/ edits]
[edit] The update was posted before being proofed. I am going back and cleaning it up a bit, so please do review it again after 10:30 U.S. Eastern time. Hammer…
August 27, 2025
NFTRH+; Priority Update, Discussion About Precious Metals (and broad market) Funda & Timing
Folks, I want to get this down on paper BEFORE the shit hits the fan. Not during or after. Basically, I already have written it all, but in various reports/updates.…
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August 26, 2025
NFTRH+; Implications of War on Our/My Positions
As per much of 2025 so far, we have a political event in progress that is altering markets. And it has nothing directly to do with Trump. Go figure. I…
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June 13, 2025
NFTRH+; Gold, Silver and the Miners
A brief update on gold, silver and the miners as we carry forward NFTRH 866's analysis Daily charts: Gold, silver, miners, Silver/Gold ratio Gold is holding its bull flag breakout…
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June 10, 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
Notes From the Rabbit Hole, #857
NFTRH 857 Making America America Again After selling our house last year, we moved back to the immediate suburbs of Boston. Waltham, to be specific. Back to the city I…
April 6, 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
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
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
Gold and the Miners; The Journey Ahead
Gold's bull market has, through twists and turns, been ongoing since 2000 and through coming twists and turns, will keep going Gold's current bull market phase has been somewhat muted,…
October 11, 2024
Gold & Miners vs. Stocks, Just Fine
The ratios of gold to stocks (SPX) and the miners to stocks (SPY) are still intact to the rally theme There are of course macro and sector fundamentals and nominal…
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October 3, 2024