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
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...
The Gold/Oil ratio would resume a positive fundamental tailwind for the gold mining sector if it breaks out.
Gold’s weekly chart is purely bullish. The pattern of this chart targets 2450. This is a purely bullish breakout to blue sky.
On the occasion of another standout payrolls report, we note that the macro is indeed changing beneath the surface.
Why are gold and commodities up and stocks under pressure as long-term interest rates rise?
Sure, gold is a pretty and heavy object that people fall in love with (and express their love with). But it is also a primary market indicator here in NFTRH land. When it rises vs. cyclical ‘risk’ markets it implies rising risk in those...
The correlation between inverse US dollar and stock markets is not always in place, but it has been in place much more often than not in recent years. However, beginning in February inverse USD has declined while US (SPX) and global, ex-US...
