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…
There are internal indications in all markets. Different ways of seeing things inside markets that many do not see. In the broad market there are leadership ratios like SOX>NDX>SPX, risk…
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…
NFTRH 878 Please note, #878 went full-on gold bug this week with other markets barely getting a mention, except where they play into the view of gold, silver and the…
Important gold ratios to markets that are more cyclical When gold rises again vs. these markets the counter-cyclical economic view will generally be back on. Gold has far more utility…
[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…
NFTRH 877 September 17 In his Jackson Hole speech, Jerome Powell fairly well leaned to the side of a rate cut coming up at September's FOMC meeting. But interestingly, CME…
Video discusses TA on precious metals and much more Turn on the mic and start talking this early morning... For "best of breed" top-down macro analysis and market strategy covering…
Gold stocks are a unique counter-cyclical sector Here is the planetary representation I came up with called the Macrocosm. The larger the planet, the more positively relevant to gold mining…
The cheering has been loud on X and elsewhere, and may precede a correction in Silver's ratio to gold, and other markets (the "SGR trades") Go TEAM! Yaaay TEAM!! Back…
"Liberation day", AKA the day the Europe got force fed Trump's tariffs on the heels of Japan's ingestion of tariffs, is cause for celebration in the world of equities. But…
After producing this weekends's report I did a little more digging into the precious metals sector and want to present some things as an add-on to NFTRH 873. I think…
There has been a lot of chest thumping and silver cheering on X and I would assume other venues. It's gotten a little over the top, and you know what…
We have been on a macro theme that is very different than what transpired into April. This goes for stocks, commodities and the sentiment backdrop in general. It was at…