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 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.
They are at it again, ole’ Harvey and Erb. First there was the Golden Dilemma in 2012, where they predicted $800 for the gold price (it made a low of 1046 in 2015) based in part on its lack of effective inflation utility (well, they were...
The relationship between gold and inflation is not usually a positive for gold stocks, but that is changing.
As inflation signals moderate and Goldilocks gets pumped, gold is forecasting something more virulent for Q4 – H1, 2025. While this is not an article about gold mining, it is an article about the counter-cyclical economic backdrop ahead...
While I do not necessarily agree with the writer’s assertion that mining costs are likely to keep rising, short/intermediate-term, the writer has got the theory right. Gold mining leverage to gold will be positive when gold is either...
