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
Risk in gold, the miners and especially silver was nosebleed high back in January. So much so that I added puts on SLV (half expecting to get hammered) literally the day before the silver price imploded. Ah, luck. Gotta have it once in a...
In the precious metals, like other markets, I am usually focused on market internals, especially by way of ratio charts. I am into other aspects, especially about the macro environment in which a given sector or market exists. Indeed, the...
With gold no longer an austerity anchor, the Fed and both aisles of government have brought America to this point – call in the Screw Worm! Pardon the mostly non-market related post. But it’s something I’ve wanted to put in writing for a...
I have seen enough. This was one of those reports that educated its writer on the fly. There could be a significant +/- on timing, but I feel completely educated on the current market conditions. It’s becoming over-bullish to manic degree...
The Semiconductor Bubble is about over-valuation and momentum, outstanding fundamentals will not stop the correction to come
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...
