Follow Notes From the Rabbit Hole, filter it, and define how you want to receive the news (via Email, RSS, Telegram, WhatsApp etc.) https://follow.it/notes-from-the-rabbit-hole Sat, 02 Dec 2023 17:27:07 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HBWJgRiF2FAEqJCIqJppjfU More “economic soft landing” hype hits the media, a perfect complement for the seasonal stock market party First there was the most cartoonish representation of the season, courtesy of the televised mass financial media. Today my Fidelity interface served me this bit of after the fact * actionable news (along with the funniest picture of […]]]> Fri, 01 Dec 2023 22:06:18 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HBWJgRiF2FAEqJCIqJppjfU https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HAqU0jn4ANpfwO5yOwvVe_2 The next leg of the gold stock bull market is in play amid confusion, misunderstanding and noise First off, despite the pain and agony endured by long-term holders of gold stocks, it is a bull market and it has been a bull market since the January, 2016 low (with bull market defined as a series […]]]> Thu, 30 Nov 2023 20:18:15 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HAqU0jn4ANpfwO5yOwvVe_2 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HAgzSMRKRcfnUoy9CZgXDJO There is no excerpt because this is a protected post.]]> Thu, 30 Nov 2023 16:33:18 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HAgzSMRKRcfnUoy9CZgXDJO https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HB2VAR_ZHw_ZHCrAHWlao0B There is no excerpt because this is a protected post.]]> Tue, 28 Nov 2023 21:27:44 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HB2VAR_ZHw_ZHCrAHWlao0B https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HBsqVNi5s7pNO-bbeigX9oC There is no excerpt because this is a protected post.]]> Tue, 28 Nov 2023 17:10:33 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HBsqVNi5s7pNO-bbeigX9oC https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HABu4nDj46lcgaB2UxGNFpJ There is no excerpt because this is a protected post.]]> Mon, 27 Nov 2023 22:24:01 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HABu4nDj46lcgaB2UxGNFpJ https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HD2W7SDmlU3BUZPHFZJLI3I An excerpt from this week’s edition of Notes From the Rabbit Hole, NFTRH 785 on the state of the US stock market bubble as developed and sustained by another bubble (in policy-making) NFTRH 785 started off with a lot of opinions (based on facts and indicators) before settling in to a more normal report covering […]]]> Mon, 27 Nov 2023 18:16:14 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HD2W7SDmlU3BUZPHFZJLI3I https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HCU5qdamI_gB6bel3Iu4GjH There is no excerpt because this is a protected post.]]> Sun, 26 Nov 2023 18:46:07 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HCU5qdamI_gB6bel3Iu4GjH https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HCz7yUffdY07t5ZnUTwRGH7 There is no excerpt because this is a protected post.]]> Wed, 22 Nov 2023 17:22:10 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HCz7yUffdY07t5ZnUTwRGH7 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HDgK94AcPR4i0oy9CZgXDJO The Copper/Gold ratio has been indicating an oncoming counter-cyclical environment since breaking down in June, 2022 Copper: Cyclical, inflation sensitive and a material of positive economic progress. Gold: Much more counter-cyclical, less inflation sensitive and a ‘liquidity haven’ material of long-term monetary value. I have not posted the monthly chart of the Copper/Gold ratio probably […]]]> Wed, 22 Nov 2023 16:48:23 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HDgK94AcPR4i0oy9CZgXDJO https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HAN9KzxZ3YFArG7Iy_4u0x9 The gold price held where we’d anticipated, now taking out resistance The gold price is doing as anticipated, per this (now public) NFTRH+ subscriber update. As noted in the November 7 video update, gold was destined to lose the first support area after spiking upward and getting overbought. As also noted in the update the […]]]> Tue, 21 Nov 2023 15:56:49 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HAN9KzxZ3YFArG7Iy_4u0x9 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HDbWRYN37_ABlLv-B9hV9S2 There is no excerpt because this is a protected post.]]> Mon, 20 Nov 2023 18:33:39 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HDbWRYN37_ABlLv-B9hV9S2 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HCCrWO-c4kiM_dczOo_8W9B There is no excerpt because this is a protected post.]]> Mon, 20 Nov 2023 16:38:59 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HCCrWO-c4kiM_dczOo_8W9B https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HBi6JvrKlJLExeIF_fEM9tn There is no excerpt because this is a protected post.]]> Sun, 19 Nov 2023 19:39:06 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HBi6JvrKlJLExeIF_fEM9tn https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HARDrKhP7CNT8qq6eZJzUh9 There is no excerpt because this is a protected post.]]> Thu, 16 Nov 2023 19:01:14 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HARDrKhP7CNT8qq6eZJzUh9 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HCXtpdgsGtT6ReIF_fEM9tn Gold stocks are not yet unique within the wider macro, but that does not preclude a move to 40 by GDX With the weakening economic story (as AI robots seemingly run the economy) unfolds, real areas like Manufacturing continue to degrade. ISM for October showed continued deceleration and so too did the New York Fed’s […]]]> Thu, 16 Nov 2023 17:30:48 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HCXtpdgsGtT6ReIF_fEM9tn https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HAK4ItBqJ2MkqgzzHWHxDTV Inflationary implications of Treasury yields were not backed by commodities or the Copper/Gold Ratio If the trends in the CRB index and the Copper/Gold ratio (CGR) were correlated with the long decline in bond yields (disinflationary signaling), why have CRB and the CGR diverged for the entirety of the post-breakout phase in the yield? Why? […]]]> Wed, 15 Nov 2023 19:23:39 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HAK4ItBqJ2MkqgzzHWHxDTV https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HAphsiI_OEvEum6srrLMsqK Inflation reads flat and core CPI hits 2 year low; because of course they did! One year ago we began projecting a coming bull rally that would be the product of disinflation and thus easing inflation concerns. A Goldilocks environment, so to speak. You can tap the headline to read whatever the MSfM has to […]]]> Tue, 14 Nov 2023 16:46:53 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HAphsiI_OEvEum6srrLMsqK https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HBHgZgxmgTnwPdczOo_8W9B [edit] Well, I just fixed one strange issue I was having on the back end by resetting something that I had changed in the Jetpack dashboard. No clue if this is related to the issue noted below, but it has me breathing a teeny bit easier. The issue with with posts received automatically by email […]]]> Tue, 14 Nov 2023 15:12:30 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HBHgZgxmgTnwPdczOo_8W9B https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HD0KSjy1p_lxyoxzwoq1nFt I’ve had a couple of people tell me that email recipients are receiving posts that link to the front page of the website rather than the post itself. It is obviously an issue that has cropped up with WordPress. Complicating matters is that WP has no live support available for a couple of weeks due […]]]> Tue, 14 Nov 2023 05:19:48 +0200 https://api.follow.it/track-rss-story-click/v3/smAyfTVI1HD0KSjy1p_lxyoxzwoq1nFt