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 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,...
The macro setup for gold stocks is evolving into something that will surprise many after decades of poor fundamentals.
Gold is riding the 50 day moving average after working off overbought readings, comfortably maintaining its uptrends on all important time frames (I don’t consider in-week, and especially in-day stuff as particularly important). Daily...
The Sahm Rule is getting airplay, but Sahm is not what I am… it is just one unexceptional and somewhat lagging indicator to the coming recession
So here is the thing. During a bull market or very bullish phase, indicators give the all-clear. Come on in, the water’s fine! Investors are always going to be complacent and market/economic signals at least stable (or quite positive) at...
The Gold/Copper ratio sets a metal with a primary utility of providing long-term monetary value and stability against a metal that is reflective of industrial/cyclical progress.
Private Payrolls are the latest weak number (+150k) amid slow economic deceleration. We anticipated Goldilocks back in Q4, 2022 – Q1, 2023 but she has been more intense and longer lasting than I originally expected.
A subscriber sent me analysis calling for a “Monster [bullish] reversion trade for the ages” based on the extreme under-performance of the Equal Weight SPX (RSP) to the Headline SPX. The writer’s conclusion is that after such an extreme...
Gold is misunderstood, but the misunderstanding is related to things more complex and nuanced than simple “sentiment” on any given time frame within the very long-term.
