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
The New York Fed’s September Empire Manufacturing Survey trends back to positive. My economic thesis is for contraction and a counter-cyclical environment. So the September Empire Manufacturing Survey flies in the face of that for this...
Many gold stock traders will hold for the wrong reasons, sell for the wrong reasons, and not buy back for the right reasons
Gold miner New Gold (NGD) is recovering nicely. Why not? Why not write some fun to write posts on individual positions (miners or otherwise) once in a while, instead of force feeding macro down the nice readers’ throats all the time? Eh,...
Gold’s standing relative to cyclical markets continues to improve, thus, so does the macro backdrop for gold mining equities.
The gold price has pierced our initial target (2450) off of the pattern break above 2030-2070. The larger technical target is, as I’ve been projecting since 2020 (based on the Cup with a Handle that was yet to come), 3000+.
Defensive sectors like Healthcare, Consumer Staples and Utilities are ticking new highs as the market rotates.
The 10yr-2yr Yield Curve is poised to un-invert under disinflationary, possibly coming deflationary pressure.
After a nice summer correction the US stock market is where we expected; rallying after a healthy sentiment clean-out.
The gold stock sector is on the verge of taking back the macro, and taking leadership over the broad SPX.
It was well over two years ago that we noted the tardy Fed and its “transitory inflation” shtick had finally started to take the inflation problem it was primary in creating seriously. You can click Lael Hawk-eye Brainard for that May 2,...
