NFTRH 239 Out Now
A nice, trim 17 pages was all it took. I like it when it writes itself.The post NFTRH 239 Out Now appeared first on Notes From the Rabbit Hole.
View ArticleInflationary Chickens? Crude Oil Prices Would Be One
Inflationary chickens will come home to roost eventually, either in the form of heightened inflation expectations within a bull environment or in the form of a failed inflation (i.e. deflationary...
View ArticleNFTRH 240 Out Now
Happy Memorial Day to those celebrating.The post NFTRH 240 Out Now appeared first on Notes From the Rabbit Hole.
View ArticleNFTRH 241 Out Now
Aside from various indicators that seem to be working better now, a new and potentially critical ripple entered the analysis this week as I was analyzing long-term T bond yields. Hint: Remember the...
View ArticleNFTRH 242 Out Now
As the screenshot implies, the ‘taper to carry’ scenario is alive and well for another week. NFTRH 242 breaks little new ground, but does a good job (IMO) of keeping track of a lot of strategic things...
View ArticleNFTRH 243 Out Now
Despite the opening segment’s title and the UK Subs classic below, it’s not a tin foil hat piece. Really.The post NFTRH 243 Out Now appeared first on Notes From the Rabbit Hole.
View ArticleThe Most Important Gold Chart in the World
And it has nothing to do with whether gold is going to go up or down. It has everything to do with what it will do vs. commodities (i.e. its ‘real’ price) and the chronic economic contraction that the...
View ArticleWeekend Reading
You may have noticed that the ‘Guest Commentary’ link has been removed from the header above. That is because with dynamic markets revving up for coming changes, it has become difficult to...
View ArticleNFTRH 244 Out Now
‘Wrap Up’ Snippet: “The bottom line is that what we have learned over the last year or so is that every assumption must be measured against the question of what happens when there is nowhere left to...
View ArticleForces of Economic Contraction Still Heavily in Play
They have tried to pump it by bond buying (QE). They are trying to pump it with jawbones in the media. But the economy is not responding commensurate with the massive efforts to turn the decelerating...
View ArticleNFTRH 245 Out Now
A lot of opinions, a lot of facts and a somewhat stern but useful 23 pages.The post NFTRH 245 Out Now appeared first on Notes From the Rabbit Hole.
View ArticleNFTRH 246 Out Now
We continue to refine the ‘Taper to Carry’ theme and cover the rest of a very interesting ball of wax to boot. A solid 24 pages that calls it like it is, not like I nor anyone else might like it to...
View ArticleNFTRH 247 Out Now
It’s a pretty good one. I’ll probably release the crazy opening segment – that went on and on and on – publicly this week.The post NFTRH 247 Out Now appeared first on Notes From the Rabbit Hole.
View ArticleNFTRH 248 Out Now
248 starts out talking about why this precious metals decline is different from 2008 and why I am not able to label it a ‘no brainer’ buy yet, as in Q4 ’08. Nervous Nellie? Yes, I guess. Contrary...
View ArticleNFTRH 249 Out Now
This week we give people a break from the likes of last week’s 30 page over do with 17 on-point pages that do what they need to do and no more. A good letter that helped me orient myself after an...
View ArticleNFTRH 250 Out Now
NFTRH 250 said what it had to say, including some words about the pressures of illustrating personal portfolios each week (they are my real funds after all, not theoretical funds) in a market that...
View ArticleNFTRH 251 Out Now
#251 talked a little more and charted a little less; it talked about trend followers and the rationalizations that always appear at important junctures. This can be seen in anticipation of bullish...
View ArticleCommodities, Precious Metals and Economic Contraction
The ‘Commodity’ segment, excerpted and expanded upon, from NFTRH 251: The commodity complex is famous for a sort of ‘Whack-a-Mole’ quality to it. Do you remember back in the go-go days when it was...
View ArticleMacro Pivot on Plan w/ the Real Price of Gold
As this morning’s dumb headline du jour blares “Gold, Silver tumble as UK rejects Syrian attack plans” we patiently note that on the big picture gold remains constructive against the S&P 500 and...
View ArticleNFTRH 254 Out Now
A good report this week. Short-term stuff, longer-term stuff and what I think is a cohesive plan for the markets and the macro backdrop over the coming year. Happy Labor Day; my labor is done for the...
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