Gary Tanashian
Founder & Editor @ NFTRH.com
Gary Tanashian is founder and editor of the popular Notes from the Rabbit Hole (NFTRH). Gary successfully owned and operated a progressive medical component manufacturing company for 21 years, keeping the company’s fundamentals in alignment with global economic realities through various economic cycles. The natural progression from this experience is an understanding of and appreciation for global macro-economics as it relates to individual markets and sectors.
Gary Tanashian Articles
Gold price still disappointing speculators, but it’s doing as it should do.
Last weekend we noted that the US stock market was due for a correction. And boy did it get one (sarcasm alert)! All of 1.5% before Nvidia’s in the bag results re-rallied the risk ‘on’ contingent and thus, the stock market. With most of...
The US stock market is in need of a correction. Now, will it get one? On the CPI down day I looked at the market and decided to leave well enough alone because of course they were going to gun it to punish anyone shorting that down day on...
A little discussion about this thing we call “inflation” after the January CPI report.
When the global market counterparty, USD (DXY) and the Gold/Silver ratio (monetary, counter-cyclical vs. a less monetary, more cyclical/industrial precious metal) rise moderately the indication can be Goldilocks/disinflation, like the...
The bubble in ‘no holds barred’ monetary policy (birthed under Alan Greenspan) and the bullish markets it benefits are in their third decade. Gold, meanwhile, will not be ready until the “post” bubble.
In the last few weeks we have been allowing for, even anticipating a renewed bout of inflation concerns as the yield curve (10-2) steepens, nominal yields had dropped significantly to support and now finally CME traders lunge to the ‘no...
Unemployment continues to flounder along the bottom, in my opinion still carving out a low before an economic counter-cycle to come. But copious amounts of patience are required on this and many other financial/economic signals.
As FOMC rides into the sunset until March, the US Dollar index is left to fend for itself amid the hawkish (or at least not yet dovish) echos of Jerome Powell’s assertion that the market should not expect rate cuts in March. Well duh, we...
After the secondary extreme inversion of the 10-2 yield curve in July a new yield curve steepener was in the bag. That is exactly what the curve has been doing since the secondary inversion.
