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
Yesterday was an impulsive looking move and something of a statement in itself. But now technically, the metals and miners need to gather themselves (after a potential pullback on profit taking) and make a real statement.
As the 10-year to T-bill yield curve chart makes clear, we are not in Kansas anymore. We are in Wonderland and as you can see, in Wonderland interest rates and their interrelationships are at the center of events.
Mail from a friend: “I think your taper-to-carry idea has legs, but I’d really appreciate it if you went over the basic theory and how you see the dots connecting, if you decide there’s space and time in this weekend’s edition at least....
[ed: 'Risk Off' might seem obvious this morning, but NFTRH has been highlighting acute risk in the US stock market since leading indicators – including a sentiment extreme exactly opposite to the contrarian bullish extreme of 1 year ago...
Last week we introduced the theoretical ‘taper to carry’ scenario whereby the Federal Reserve would indeed ‘have the balls’ to begin the end of traditional QE and transition the inflation via a new set of mechanics. Mind you, we...
Alan Greenspan gave them the playbook (Credit & Debt Manipulation 101) and now Ben Bernanke and global inflators everywhere have taken the ball and run with it in new, innovative and levered up ways. Actually it’s a game of Whack-a-...
I read a piece this morning by Josh Brown, the Reformed Broker, in which he destroys the 1999 comparison for the stock market. He makes some excellent points about why the stock market is not only not over valued compared to 1999, but is...
That was the question I asked myself after being 100% cash into the last hour yesterday and seeing the bottom fall out on the gold stocks once again. Classic trading methodology teaches that you do not try to catch a falling knife. ‘Screw...
The last week has been a fright fest for the gold “community”. But these are the financial markets, not a community. There is a world outside of whatever is going on in gold and silver. A macro economic backdrop filled with entwined and...
In an earlier post ( https://www.gold-eagle.com/editorials_12/tanashian032713.html ) I pulled the old HUI 888 skeleton out of my closet. 888 (AKA the 3 Snowmen) was a target measurement based on how the chart looked in 2010. It can be...
