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
With the tariff/trade war drums fading lately, the logical conclusion is “inflation trade upcoming!” and cyclical markets – including, or even especially commodity-related stocks – gaining a bull phase as trade bottlenecks open back up.
The chart of SPX and gold shows that volatility was hard-wired into a macro market situation that had been relatively normal prior to August, 1971.
What was good for the bullish goose (sentiment extremes in March-April) is going to be good for bearish gander as well.
“Stagflation or Deflation?”; one will come first. As the Fed’s Michael Barr notes, tariffs will put upward pressure on prices of items subject to said tariffs.
Disclaimer of bias: I have viewed Bitcoin and Crypto in general as a speculation to varying degrees from day 1. NFT? Well as soon as NFT/Crypto drones started liking, following and glad-handing me due to the NFTrh (@NFTRHgt) on what was...
The gold stock correction was needed, is healthy and will provide opportunity.
Gold, post-bubble, is a reflection of just how bad things are, and it’s likely to get much worse.
Many gold bugs fail to understand the interplay between gold stocks and the Gold/Silver ratio.
As Inflation Bugs sell indiscriminately, the gold mining Macrocosm (of proper macro-fundamentals) is engaged.
Trump appears to be using a 1970s, or worse, 1930s playbook; and those playbooks did not work even though the US had a large industrial base at those times
