Our plan has been for 2026 "inflation trade" including a wider range of commodities. But the plan was subject to an interim market liquidity problem/deflation scare that would, not so…
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…
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…
The new macro features real assets over paper/digital assets I have harped upon the symbolic picture of the new macro since 2022. That was the year that the trend in…
REAL "real" GDP paints the real picture Not much is real in America anymore. Preservationists, Patriots and Historians want to bring reality back. I for one am very much looking…
As defensives like Healthcare stocks and oddballs/outsiders like gold stocks and some commodities weaken in the short-term, Wayne & Garth start to think they will... Party on! ...per the year-end…
Gold stocks rally with the broad market, and continue leading it The gold stock sector has not been unique since the spring, when it was relatively strong while cyclical markets…
We have long been anticipating a market rally (including most sectors/markets) of some kind during Q4, with the decline from the October 29th high being the decider about how powerful…
A quick snapshot of the current picture of some market internals and indications, most of which is a review and update of pictures we've been reviewing along the way during…
In the midst of NFTRH 880's precious metals segment, an interlude cropped up with views on society & markets The Kirk killing takes things to a new level. The hatred…
NFTRH macro view is proceeding nicely Excerpted from the September 7th edition of Notes From the Rabbit Hole, the bullet points below illustrate past phases that successfully guided us to…
A recession (and bond rally) is oncoming, but first the stock market has to finish doing what it does... [edit] In the time it took to write this post the…
For related material please check out my video discussion of gold stock technicals and the overall sector (Sept. 3) and subscribe to the YouTube channel. Or you can see 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…