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 destruction culminating in late June in the gold price brought out the usual suspects to school us ever since about why gold is all done as a worthy investment in an era of economic revival, compliments of heroic policy making by Ben...
The commodity complex is famous for a sort of ‘Whack-a-Mole’ quality to it. Do you remember back in the go-go days when it was NatGas (2005)? Uranium (2007)? Crude Oil (2008) and then a cluster of Copper (2011), Grains (2011) and Silver...
People trying to manage trend changes are by definition fighting momentum, which feeds on an established trend with powerful force. A premium service I use and otherwise depend upon for analysis of conventional US stocks and sectors (i.e...
We have used the ‘continuum’ (monthly chart of the 30 year yield) for years now to define tops in inflation expectations (red arrows at or around the EMA 100) and tops in deflationary fears (green arrows).
30 yr yield & 30 yr – 2 yr...
It is as notable as a 2nd term president handing off the big problems to the next guy, as George Bush did with Barack Obama in 2008; the changing of the guard at the Fed, that is.
Alan Greenspan oversaw the making of a stock bubble in the...
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...
