Notes From the Rabbit Hole, #870
NFTRH 870 When the Fed Cuts When the Fed finally cuts interest rates in earnest, the stock market goes down (and not until). At least per the message of the…
NFTRH 870 When the Fed Cuts When the Fed finally cuts interest rates in earnest, the stock market goes down (and not until). At least per the message of the…
NFTRH 869 Happy Trader's Happy Sentiment I keep hitting you over the head with this shtick because I find it funny and because I find it useful, not as a…
NFTRH 868 FOMC, Op/Ex & the Current View On Friday we had a twofer, a combo of typical FOMC week "machines gone wild" behavior and options expiration. So, regarding the…
NFTRH 867 Bananas While the little guy was doing that most American of things on Saturday... The big guy festooned Washington in a celebration of the military in a way…
NFTRH 866 He's at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater (of the absurd), the odds are near zero that the Fed…
I am trying to treat us like adults, not like a bunch of schleps rooting and cheering for the home team. The home team being Goldbugville and the metals within…
NFTRH 865 Emotional Wax On/Wax Off That is what Trump, Bessent and now the idiot Sec-Def are creating. Emotion and volatility, economically through the tariff regime and geopolitically through sabre…
NFTRH 864 Admin Hammer and I talked about NFTRH++ and mutually decided that it should simply be a new aspect of NFTRH, not a higher for-pay tier of service. In…
NFTRH 863 Admin I put a short note in the Daily Notes asking for feedback on the NFTRH service at Google Reviews. Thank you so much to those who noticed…
NFTRH 861 On Plan The plan included a renewal of spirits in an extremely over-bearish market environment and an associated bear market rally (BMR) in stocks. Since the gold stock…
NFTRH 860 The End of the Beginning We have long had 3000+ as our next target objective for gold. It hit 3500. We have long had 375+ as the next…
NFTRH 858 Shooting Fish in a Barrel With the benefit of hindsight, that is what last week was like. Standing over an open barrel and shooting fish packed so tight…
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…
NFTRH 856 Precious Metals Let's start with the only sector that has been worth its salt (and its gold) lately. As a starter, on Friday we had an extensive NFTRH+…