Macro shifts in favor of commodity related stocks This is not Grandpa's macro, and these are not Grandpa's commodities. The traditional commodity complex has shifted to more critical status, amplified…
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…
HUI's ratios have made positive moves in basing vs. gold and the stock market, plus a look at a few other items in this brief excerpt Gold stocks are favored,…
The future is now for Strategic and critical commodities at the heart of the current global macro alignment Source: MP Materials I am moved to write this article because what…
MP Materials (MP) is a long watched, sometimes traded, currently held strategic position I tend to be guarded about putting NFTRH's individual stock analysis in public, but in this case…
We've been tracking the Lithium fund (not at all a pure play on Lithium, by the way) all along and put it on radar more acutely along with a couple…
A brief update as I am on a mini getaway in NYC and will be hitting the road shortly. TIP-TLT has continued upward and broken above the MA 50. The…