Notes From the Rabbit Hole, #902
NFTRH 902 Interim Plan: Disinflation or Liquidity Scare? In 2023 we began planning for a disinflationary phase, and slowly but surely it arrived in the form of a volatile inflation…
NFTRH 902 Interim Plan: Disinflation or Liquidity Scare? In 2023 we began planning for a disinflationary phase, and slowly but surely it arrived in the form of a volatile inflation…
NFTRH 901 Summary US Stock Market: We should know this week if the short-term breakdown in NDX was real or a head fake. SPX target is and has been 7400,…
We had a long and prosperous rally in gold stocks for the right fundamental reasons. When the Silver/Gold ratio bottomed and turned up it introduced inputs of massive speculation and…
NFTRH 896 New Year, Day 1 Friday was fairly uneventful. Normal. 2026 tax year profit-taking did not seem to present itself to any major degree. The gold and silver miners…
NFTRH 895 Silver Mania, or Different This Time? A subscriber sent me a link to this article, which I found very informative: Silver Mania and the Predictable Bust If you…
NFTRH 894 7 Days; A Successful Year Nears the Finish Line... Friday gave us a strong hint that Santa may have arrived. However, if he has arrived he's only got…
NFTRH 893 This Time the Silver Hype Has Macro Backing I added to my PSLV position way up here in blue sky because of the bigger picture macro, not because…
NFTRH 891 Silver, Silver/Gold & Party Time Well, it happens. There will be times when my favored scenarios do not play out. In the current case, one of three possibilities…
Gold is down 250 bucks from the high, nominally. The precious metals complex is "technically" in correction. But what of the "real" price of gold, as measured in other asset…
NFTRH 890 Current Situation Last week we had 7 NFTRH+ updates, ranging from degrading U.S. market internals to the status and implications of the Silver/Gold and TSX-V/TSX ratios. You can…
NFTRH 889 Silver-led Party Likely Over For Now Note: the premise below may well be an interim signal (i.e. not nearly a long-term issue). Please consider that the Silver/Gold ratio…
NFTRH 887 Reality is One Thing, Markets Are Another As noted last week, I am hearing all too much talk about a market crash to feel comfortable in a bearish…
As the broad stock market party continues apace, our little precious metals patch is trying to terminate its correction. Yesterday, we noted some important internals, and this morning in 'pre',…
"Internals" are the best way I know of to gauge the progress or regress of the sector. In this case, let's begin with the Silver/Gold ratio. While gold and silver…