Jun 14, 2025
•
6 min read
Jun 8, 2025
7 min read
Excerpted from the June 8th edition of Notes From the Rabbit Hole (#866)
Jun 4, 2025
4 min read
Trump’s latest hectoring of Jerome “too late” Powell after ADP Employment Report
May 9, 2025
“Stagflation or Deflation?”; one will come first
May 7, 2025
8 min read
“Meme Coins are the stuff of late-stage bubbles” -Captain Obvious
Apr 30, 2025
5 min read
Trump is not all wrong about who is at fault for contracting GDP, but he’s plenty wrong too
2 min read
The Silver/Gold ratio remains extremely depressed as nominal silver slips its 50 day moving average
Gold
Apr 29, 2025
3 min read
A reversal in the Silver/Gold ratio would trigger a positive market for commodities/resources
Apr 23, 2025
Gold, post-bubble, is a reflection of just how bad things are, and it’s likely to get much worse