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 favored NFTRH plan is working out well as we planned the Q4 (2022) – Q1 (2023) rally back in November and as lumpy as it has been, it is intact to this day. Amid the fade in the inflation trades, our projected leadership (Tech and Semi...
Since projecting the Q4-Q1 broad market rally back in November, we have been managing a macro transition within this rally. Based on the leadership of the Semiconductor sector and Tech, it has been dubbed a “Goldilocks” (inflationary...
Last week we noted two market leadership signals, one positive (Semiconductor and Tech leadership) and one potentially negative (Healthcare relative to the broad market). The potential bottom in the XLV/SPY ratio looks like less of a...
We projected a rally to run from Q4, 2022 to or through Q1, 2023. It is technically intact with the Gold/Copper ratio trending down since last summer. What’s more, the global market rally has been led by Doctor Copper and companies that...
The news is full of articles now discussing how food (Staples) producer prices are going to continue rising, how warehouse and distribution channels are pushing “inflation” higher, how charges to use cargo containers and transportation are...
Today I'm going to look at the stock market and what I think is going to unfold over the next year or two.
Let’s take a look at a rarity for me; a public article discussing a nominal technical situation rather than bopping you over the head with macro fundamentals and macro indicators.
As FOMC readies its .25% rate hike today… In 2021 and 2022 we called the Federal Reserve “tardy” on several occasions as they doggedly held to their “transitory” inflation stance long after reasonable people (using the right indicators)...
It seems that all too often lately the gold mining sector is in tow with commodities in general and broad global stocks in its ups and downs. As a leader, but not THE leader of the rally that is fine for now as long as we’re still on the...
Back in October we began to plan the prospect of a relief rally that would be fueled by over-bearish sentiment (contrary bullish), ‘Fed hawk’ relief as we anticipated inflation signals to ease, and a post (mid-term) election seasonal...
