Gary Tanashian

This is just a friendly reminder about how bloody important it is for the HUI-Gold Ratio (HGR) leading indicator (to the precious metals sector) to maintain its higher lows status. Yesterday the goons apparently attacked ‘paper gold’ (according to sources who stand on guard for this stuff) after the HGR had become weak.  A … Continue reading

While charting a potential bullish scenario for commodities in NFTRH 213, I became distracted by thoughts of the deflationary mindset that has been cooked up since ‘Bond King’ Bill Gross tugged on Superman’s cape in the spring of 2011 by announcing his short positions against long-term US Treasury bonds, which was in essence a bet … Continue reading

Here is a little snippet from NFTRH 213 that showed the important indicator of gold sector health, the HUI-Gold Ratio (HGR) from three different views; daily, weekly and monthly.  As you can see, daily must hold to keep the weekly intact, which in turn must hold to keep the monthly big picture of the secular … Continue reading

There were reasons for the mind numbing gold stock correction out of the hysterical events of the 2011 Euro-led meltdown and its aftermath.  Take your pick… Too many lousy gold mining operations not keeping on top of costs and/or execution projections. Too many scammy smaller operations doing little more than issuing stock and telling stories … Continue reading

Back in May, as the stock market was heading into its final decline prior to this year’s seemingly improbable second half rally, I wrote an article called Dumb Money Sold in May and Went Away.  Later, this view was backed up with positions in global emerging bonds and markets, global bonds, developed global markets, frontier … Continue reading

  Using the spread between 30 year and 2 year US Treasury yields, we can gauge when policy makers are in control of market participants’ perceptions and when they are losing control to the free market’s will. Operation Twist was announced in September of 2011 in the aftermath of the first phase of the … Continue reading

Excerpted from the September 30 edition of Notes From the Rabbit Hole: I often refer back to my first publicly written article (FrankenMarket Lives, 2004) because it simply stated the terms by which the stock market lives here in the age of Inflation onDemand, which was kicked off by Alan Greenspan in 2001 and is … Continue reading

  NFTRH 204 went like this… Crazy talk about the Outer Limits and complete control in the opening segment (It’s All Out the Window Now) and a serious talk about the DML (Dear Monetary Leader), deflationary destruction and the Crack Up Boom in the Wrap Up segment.  In between was a whole lot of … Continue reading

  Gold bugs were sent to the woodshed for much of the last year while the regular stock market spent much of its time bulling.  This has served two purposes.  First the over bullish (gold fever) sentiment profile was cleared out in the precious metals and a over bearish profile was at least partially … Continue reading

Excerpted from NFTRH 202: Bernanke Plays it Perfectly From last week’s opening segment: “Another way to look at it is that the market’s fate appears to rest with the jawbone of the man about to speak at Jackson Hole on Friday.” From last week’s closing ‘Wrap Up’ segment: “I think the theme now is that … Continue reading