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
I seriously had no clue that SPX was even close to target, let alone realized it had hit the 7400 measured target yesterday, until I took a look yesterday afternoon. Though upside targets are seldom stop signs (at least mine aren’t, they...
Despite the rally to new highs in nominal stock markets, the recent outperformance in stocks vs. gold is simply an adjustment. If it goes as expected, it will remain just that.
Fears about “inflation” the war-driven rise in prices of certain commodities and their knock-on effects have bounced Treasury yields a bit. The 10-2 yield curve has flattened under this pressure as the market weighs whether or not this...
While some stocks went up (especially in the Oil/Gas and Fertilizer/Ag sectors) and many went down during the worst of the war related headlines (and in software, the AI-mageddon hype), stocks in the Uranium sector maintained an orderly...
There is currently much hype in the media about a hawkish Fed because the media wrongheadedly anticipates rate hikes due to the “inflation” being caused by rising oil prices (directly and indirectly). Furthermore, CME traders, often little...
Back in January we (NFTRH) targeted the PDAC time frame (1st week of March) for a much needed correction of the excesses to begin. Gold stocks, along with gold and silver were due for a beat down after all that 2025 bullishness and market...
You just knew that is was going to happen; that the bombing of Iran and subsequent Iranian actions were going to drive up the oil price. That is rising prices in one commodity, and other affected commodities and materials like LNG and...
The new macro is not only intact, but continuing apace as we experience an interim disinflationary period. If things go a very Goldilocks sort of way in 2026 the paper world of stocks and bonds can continue to bull. Perhaps the SPX/Gold...
We know that the Trump administration is going to do all it can to to pump the economy, or more precisely, the stock market, into the mid-term elections. It was no coincidence that AG Bondi was babbling about the Dow over 50,000 at a...
With Treasury bonds firming up lately, it is time to review the game plan NFTRH has been working to since 2023. After the macro not so subtlety obliterated its decades-long trend of disinflationary signaling in favor of inflationary...
