Notes From the Rabbit Hole, #906
NFTRH 906 The Pig Won't Crack At least not yet. With the Iran war driving market emotion, with the US winning the war in like an hour, according to Trump.…
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March 15, 2026
Notes From the Rabbit Hole, #905
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,…
March 8, 2026
Notes From the Rabbit Hole #904
NFTRH 904 [Edit] I wrote much of the report below before looking at any news (I tend to silo myself off to keep noise out of the analysis). After decades…
March 1, 2026
“Interim” Disinflation Within the Inflationary Macro
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…
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February 27, 2026
NFTRH+; Pre-Market
Brief updates on the US stock market, commodities and precious metals: US Stock Market SPY is attempting to re-take the 50 day average, QQQ is still below the SMA 50…
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February 25, 2026
Notes From the Rabbit Hole, #903
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…
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February 22, 2026
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…
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February 15, 2026
Notes From the Rabbit Hole, #901
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,…
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February 8, 2026
NFTRH+; Targets For This Leg of the Gold Stock Correction (plus stock market discussion)
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…
February 5, 2026
Notes From the Rabbit Hole, #896
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…
January 4, 2026
Notes From the Rabbit Hole, #895
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…
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December 28, 2025
Notes From the Rabbit Hole, #894
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…
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December 20, 2025
Notes From the Rabbit Hole #893
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…
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December 14, 2025
Notes From the Rabbit Hole, #891
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…
November 30, 2025