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
Inflation spigots are open and running 24/7…and an economy that needs to purge the excesses keeps resisting the inflation…Within this, we are in a phase where policy makers appear effective because at the margins the economy is creeping...
Last week’s opening title was ‘Get Ready for a Climax to the ‘Taper’ Hype’ and boy did it ever climax. The FOMC rolled over and the market over reacted. Everybody it seems (bears, bulls, inflationists, deflationists, gold bugs; everybody...
The media love to get a hold of buzz words and then give them a spin and a life all their own. Recent examples were the mainstream media’s presentation of ‘Operation Twist’ – which was simply an official yield curve manipulation designed...
Once again we present the Treasury ‘TICs’ data for China and Japan, most recently available through June. It can be argued that these two countries are the T bond market, when considering the volume in which they deal and their strategic...
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.
