Gold and the Macro
NFTRH 931 excerpt Excerpted from this week's edition of Notes From the Rabbit Hole: Macro & Data I had a meeting with a young man from Taiwan on Friday morning.…
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September 7, 2026
She’s Baaack!
And I don't mean Hazel... Although Hazel and her grotesque grin are back as well, as August payrolls knocked it out of the park on the back of non-productive Leisure/Hospitality…
September 4, 2026
Protected: NFTRH+; Gold Stocks With Bessent in View
Here is yesterday's first entry in the subscriber blog: You win some (timing a buy on MAIFF/MAI.V) and lose some (my hedges, which have gone from solid paper profits to…
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September 3, 2026
Precious Metals; Phase 1 Completing, Get Ready For Phase 2
After the rally completes, a precious metals pullback is likely upcoming, to be followed by resumed broad market leadership How We Got Here 2025 was a stellar year for the…
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August 14, 2026
Protected: NFTRH+; A Reasonable Target For HUI and Market Plans Into Year-End
The bounce/rally is on (duh). We knew that this was very likely off of oversold conditions and dramatically reduced risk. What we didn't know is the nature of the rally.…
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August 12, 2026
Stocks, Commodities and Precious Metals; Big Changes Coming
Stocks, commodities and precious metals are bullish, as anticipated, but post-election balance will shift It's all been bullish after the summer swoon, as anticipated. While one reliable indicator we track…
August 7, 2026
Protected: NFTRH+; Gold Ratios and More
If ever there was a week for the market to go my way and in line with current short-term analysis, this is that week (the move from hell drags on,…
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August 5, 2026
Protected: NFTRH+; A Bit of Strategy As ‘Defensives’ Defend
It's not defensive, but Software was a beat down offensive getting a rotation bid. Defensives like Healthcare are doing quite well. As I hold those, I want to tweak the…
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July 16, 2026
Protected: Notes From the Rabbit Hole, #923
NFTRH 923 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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July 12, 2026
NFTRH+; About the Correction
Well, our old friend the Iran war is still a thing. The market was wheezing (and losing its Semiconductor leadership) and it is July, a month that often sees the…
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July 8, 2026
NFTRH+; With Reference to NFTRH 922
In NFTRH 922 we discussed a plan where markets, including precious metals bounce/rally in the short-term, but enter a danger zone, beyond the short-term. This is due to gathering negative…
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July 6, 2026
Notes From the Rabbit Hole, #922
NFTRH 922 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
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July 5, 2026
Precious Metals Risk/Reward Now Positive
Precious metals risk/reward now positive as the Gold/SPX Ratio declines to target Risk in gold, the miners and especially silver was nosebleed high back in January. So much so that…
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June 26, 2026
NFTRH+; Precious Metals
I started an entry in the in-day notes, but realized it was going to go on long enough and in enough detail that an NFTRH+ update would be more appropriate.…
June 25, 2026
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