April 11 Interview With Jordan
Interview with Jordan Roy Byrne The interview took place a day before gold shot up to near our 2450 target, led by silver. The major themes still hold, but the…
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April 15, 2024
Protected: NFTRH 805
Notes From the Rabbit Hole, #805 Summary US Stock Market: Now that the rotational sectors (cyclicals, materials, energy) that had previously supported broad SPX are weakening or had a sharp…
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April 14, 2024
Protected: NFTRH+; Macro Interpretation
Another firm CPI number is out, to little surprise given the expected rebound in inflationary sentiment along with commodities and other inflation trades (precious metals, led by silver, on this…
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April 10, 2024
Protected: NFTRH 804
Notes From the Rabbit Hole, #804 Summary US Stock Market: Bullish and at high risk. Internal rotations in play. [unchanged] US Market Sentiment: Extremely over-bullish. Not a timer, but a…
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April 7, 2024
It’s a New Macro, the Gold Market Knows It, But Dead Men Walking Do Not (yet)
On the occasion of another standout payrolls report, we note that the macro is indeed changing beneath the surface Another payrolls report, another beat of expectations. Here is the breakdown…
April 5, 2024
Why Are Gold and Commodities Positive Amid Rising Long-term Yields?
Why are gold and commodities up and stocks under pressure as long-term interest rates rise? Because, this... The 10-2 yield curve is threatening to resume steepening. The uplift from the…
April 2, 2024
Protected: NFTRH 803
Notes From the Rabbit Hole, #803 Summary US Stock Market: Bullish and at high risk. Internal rotations in play. US Market Sentiment: Extremely over-bullish. Not a timer, but a condition…
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March 31, 2024
Protected: NFTRH 802
Notes From the Rabbit Hole, #802 Summary US Stock Market: Bullish and at high risk. SOX may have begun an upward break from a bull flag and it is still…
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March 24, 2024
Protected: NFTRH 801
Notes From the Rabbit Hole, #801 Summary US Stock Market: Bullish and at high risk. But SOX is in pullback mode and NDX looks vulnerable short-term. In other words, the…
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March 17, 2024
Protected: NFTRH 800
Notes From the Rabbit Hole, #800 Summary US Stock Market: Bullish and at high risk. However, the SOX > NDX > SPX leadership chain remains firmly in place. <unchanged> US…
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March 10, 2024
Protected: NFTRH 799
Notes From the Rabbit Hole, #799 Summary US Stock Market: Bullish and at high risk. However, the SOX > NDX > SPX leadership chain remains firmly in place. US Market…
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March 3, 2024
Protected: NFTRH 798
Notes From the Rabbit Hole, #798 Summary US Stock Market: Bullish and at high risk. No change there. US Market Sentiment: Still firmly over-bullish, if not epic extremely so. Last…
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February 25, 2024
FOMO Rally MOMOs Again
The FOMO rally in stocks uses fantastic, but discrete news from Nvidia to resume FOMO: the fear of missing out Last weekend we noted that the US stock market was…
February 22, 2024
Protected: NFTRH 797
Notes From the Rabbit Hole, #797 Summary US Stock Market (per last week): Bullish and at high risk. No change there. Major indexes at all-time highs with breadth lagging again…
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February 18, 2024