A premium excerpt from this week’s edition of Notes From the Rabbit Hole, NFTRH 876
Market Talk
At this point, far into the broad market recovery rally with gold stocks so close to the primary target (HUI 500+/-) I want to make sure I am speaking clearly as a human, rather than mechanically as a TA or macro funda dork. That will probably shorten this report and possibly the next few reports to come, until something big happens.
Big? Well, a broad top and breakdown would be big. A Fed policy shift would be big. A significant US Dollar rally would be big (given it would be against a government that seems bent on devaluation), a precious metals upside blowout and reversal, a commodity failure, a precipitous decline in long-term Treasury yields, or a resumed rise in those yields. All big.
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