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
Below is an exercise that considers real economic/macro/market indicators and one writer’s view of what is in play this election year. I avoid becoming enmeshed in politics like I avoid the plague.
Why would a positive move in gold stocks be so satisfying if it plays out? Because any numb nuts can momo the stock market and act like a genius as long as the MOMO is on. It’s way harder to be a bottom feeder. But when a contrarian bottom...
Gold price still disappointing speculators, but it’s doing as it should do.
Last weekend we noted that the US stock market was due for a correction. And boy did it get one (sarcasm alert)! All of 1.5% before Nvidia’s in the bag results re-rallied the risk ‘on’ contingent and thus, the stock market. With most of...
The US stock market is in need of a correction. Now, will it get one? On the CPI down day I looked at the market and decided to leave well enough alone because of course they were going to gun it to punish anyone shorting that down day on...
A little discussion about this thing we call “inflation” after the January CPI report.
When the global market counterparty, USD (DXY) and the Gold/Silver ratio (monetary, counter-cyclical vs. a less monetary, more cyclical/industrial precious metal) rise moderately the indication can be Goldilocks/disinflation, like the...
The bubble in ‘no holds barred’ monetary policy (birthed under Alan Greenspan) and the bullish markets it benefits are in their third decade. Gold, meanwhile, will not be ready until the “post” bubble.
In the last few weeks we have been allowing for, even anticipating a renewed bout of inflation concerns as the yield curve (10-2) steepens, nominal yields had dropped significantly to support and now finally CME traders lunge to the ‘no...
Unemployment continues to flounder along the bottom, in my opinion still carving out a low before an economic counter-cycle to come. But copious amounts of patience are required on this and many other financial/economic signals.
