Notes From the Rabbit Hole

Late Innings For the Gold Stock Rally

Trump 2.0, Powell and the Bond Market (NFTRH 866 excerpt)

Excerpted from the June 8th edition of Notes From the Rabbit Hole (#866)

Trump Will Get What He Wants From “Too Late” Powell, But Be Careful What You Wish For

Trump’s latest hectoring of Jerome “too late” Powell after ADP Employment Report

Stagflation or Deflation?

“Stagflation or Deflation?”; one will come first

Meme Coins: The Ultimate Racket, Bitcoin a “Price” Speculation, Gold Enduring “Value”

“Meme Coins are the stuff of late-stage bubbles” -Captain Obvious

Unwrapping Trump’s Claims That Contracting GDP is Biden’s Fault

Trump is not all wrong about who is at fault for contracting GDP, but he’s plenty wrong too

Silver Fades the SMA 50, Silver/Gold Ratio Still in Dive Bomb Mode

The Silver/Gold ratio remains extremely depressed as nominal silver slips its 50 day moving average

A Reversal In the Silver/Gold Ratio Would Be the Trigger

A reversal in the Silver/Gold ratio would trigger a positive market for commodities/resources

Gold, Post-Bubble

Gold, post-bubble, is a reflection of just how bad things are, and it’s likely to get much worse