Notes From the Rabbit Hole, #872
NFTRH 872 Two Geologists Walk Into a Bar Stumble Into the Rabbit Hole With Talon Metals as the focal point, I have a little angel on one shoulder and a…
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July 20, 2025
Notes From the Rabbit Hole, #871
NFTRH 871 This report abandons regimented format and gets right to the points it wants to make. There are important ones gathering and I want to make sure I am…
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July 13, 2025
Notes From the Rabbit Hole, #870
NFTRH 870 When the Fed Cuts When the Fed finally cuts interest rates in earnest, the stock market goes down (and not until). At least per the message of the…
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July 6, 2025
Notes From the Rabbit Hole, #869
NFTRH 869 Happy Trader's Happy Sentiment I keep hitting you over the head with this shtick because I find it funny and because I find it useful, not as a…
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June 29, 2025
Notes From the Rabbit Hole, #868
NFTRH 868 FOMC, Op/Ex & the Current View On Friday we had a twofer, a combo of typical FOMC week "machines gone wild" behavior and options expiration. So, regarding the…
June 22, 2025
Notes From the Rabbit Hole, #867
NFTRH 867 Bananas While the little guy was doing that most American of things on Saturday... The big guy festooned Washington in a celebration of the military in a way…
June 15, 2025
NFTRH+; Implications of War on Our/My Positions
As per much of 2025 so far, we have a political event in progress that is altering markets. And it has nothing directly to do with Trump. Go figure. I…
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June 13, 2025
Notes From the Rabbit Hole, #866
NFTRH 866 He's at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater (of the absurd), the odds are near zero that the Fed…
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June 8, 2025
Notes From the Rabbit Hole, #865
NFTRH 865 Emotional Wax On/Wax Off That is what Trump, Bessent and now the idiot Sec-Def are creating. Emotion and volatility, economically through the tariff regime and geopolitically through sabre…
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June 1, 2025
Notes From the Rabbit Hole, #864
NFTRH 864 Admin Hammer and I talked about NFTRH++ and mutually decided that it should simply be a new aspect of NFTRH, not a higher for-pay tier of service. In…
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May 25, 2025
Notes From the Rabbit Hole, #863
NFTRH 863 Admin I put a short note in the Daily Notes asking for feedback on the NFTRH service at Google Reviews. Thank you so much to those who noticed…
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May 18, 2025
NFTRH+; Happy Trade News Was in the Bag, Plan Taking Shape Already?
MOMOs and FOMOs are about to drive the markets to extremes in over-bullish sentiment after we noted increasingly over-bullish sentiment readings in #862. I'm sure not going to fight it…
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May 12, 2025
Notes From the Rabbit Hole, #862
NFTRH 862 NFTRH++ Coming Soon Picture a guy with a little cap with a propeller on his head. A propeller that would spin every time he saw an attractive looking…
May 11, 2025
Notes From the Rabbit Hole, #861
NFTRH 861 On Plan The plan included a renewal of spirits in an extremely over-bearish market environment and an associated bear market rally (BMR) in stocks. Since the gold stock…
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May 4, 2025
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