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
“How high can gold stocks go?” is the question of the day. Considering that the HUI Gold Bugs index is sitting squarely on the long-held NFTRH target * of 500 (+/-), it’s a question up for debate. Just how high can gold stocks go, anyway?
When gold rises again vs. these markets the counter-cyclical economic view will generally be back on. Gold has far more utility (insurance, risk-off liquidity, relative value retention) during economically troubled times than cyclical...
Gold is revolution against an expiring system that is still limping along. The expiring system (in progress for years, actual expiration date unknown) has limped along, through Fed (monetary) and government (fiscal) oversight, fabulously...
At this point, far into the broad market recovery rally with gold stocks so close to the primary target (HUI 500+/-) I want to make sure I am speaking clearly as a human, rather than mechanically as a TA or macro funda dork. That will...
Here is the planetary representation I came up with called the Macrocosm. The larger the planet, the more positively relevant to gold mining macro fundamentals.
A new Commodity Super-Cycle is likely, finally. I have poked fun at the Commodity Super Cyclers over the years. Churning out analysis telling of a great economic reset toward real things, fundamental to the global economy, and away from ...
The future is now for Strategic and critical commodities at the heart of the current global macro alignment.
Credit expansion, AKA more and more debt, into von Mises‘ Crack-Up-Boom would bring Stagflation at best, and Hyperinflation at worst in the not too distant future.
Under the Federal Reserve system, the U.S. is not a capitalist country, it is a socialist welfare state for the elite, compliments of inflation.
The Silver/Gold ratio trades, my name for a wider commodity rally, are on the cusp of another leg up. You could call them “inflation trades”, but the post-2021 phase and its heavy inflationary effects * saw commodities generally trend...
