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 mining sector is doing what it should do amid fading inflation. If you have tuned out inflationist gold bugs since mid-2020 you are now in position to capitalize, unlike scores of inflation bugs who’d already bought (and likely...
The HUI rally has hit the logical resistance target where the 200 day moving average meets clear lateral resistance. It has done so in a not particularly overbought fashion due to the chop and grind it took to get here off the lows of the...
For someone who uses the bond markets as important indicators to the macro analysis, I am the furthest thing from an astute bond trader and am certainly not a bond investor. This probably owes to the fact that my earliest (gold bug)...
Relief provided by an easing October CPI ‘inflation’ report the trigger. It was bound to happen sooner or later. October finally showed an easing comp in what most people think of as inflation (CPI)* and markets that were ripe to rally for...
Party on if you will, but the gold mining fundamental case is not complete. Back on October 14th we reviewed why a post-bubble contraction would be the proper time to buy gold mining stocks for fundamental reasons (even as they might...
As the Fed fights the last war (on inflation) the result is a rare thing; a bear market haven called cash, paying increasing income.
“Post-bubble contraction” (PBC) as coined by Bob Hoye, may finally be at hand. Bob Hoye has been talking about a coming post-bubble contraction (PBC) for many years, in my experience. Now after many false starts, it may finally be in play...
It’s a long and volatile road for the gold miners. A daily chart snapshot of the current technical situation for the HUI Gold Bugs index shows a small Head & Shoulders pattern that formed in July-August as noted in this August 28th ...
As the proper macro fundamentals for gold mining grind into place… The real price of gold, as represented on the chart below by gold in relation to commodities, is constructive to have bottomed. As inflation expectations continue to fade...
The next technical target for gold is support in the 1500s per this Sept. 15th update [password protected]. Also note that the update included an extreme downside below 1300. While not overly likely (IMO), that would put a hard test on the...
