Gary Tanashian

Contributor since: 26 Feb 2010

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• Boom ZERO

  Published 15 April 2015 | viewed 0 times

  There is so much data flying around out there. From the Credit data we reviewed yesterday to weakening manufacturing and exports to employment up nicely…

• History is Fact, Part 1

  Published 10 April 2015 | viewed 0 times

  In writing this post I came to realize that its subject matter is too expansive for any single post. So consider this an introduction to…

• Peak Fed

  Published 23 March 2015 | viewed 0 times

  While we're on the subject of Mr. Bullard, the opening segment from this week's NFTRH (#335) had a little fun with the Fed. Serious multi-market…

• USD, Economy and Policy

  Published 16 March 2015 | viewed 0 times

  Excerpted from the March 15 edition of Notes From the Rabbit Hole, NFTRH 334:   As the title suggests I want to talk more and…

• Gold Sucks!

  Published 13 March 2015 | viewed 0 times

  Ben Kramer-Miller, a fundamental gold stock analyst who I keep an eye on, recently had an article at SeekingAlpha called Gold's Bull Run Has Not…

• Employment, the Economy and Interest Rates

  Published 10 March 2015 | viewed 0 times

  In light of the positive February Employment report NFTRH 333 opened up with some discussion of the details (the devil after all, is in those…

• Gold CoT Improving, But ...

  Published 28 February 2015 | viewed 0 times

  Gold's CoT data predictably improved again this week, but here I think some discussion is needed just in case it starts to get hyped too…

• Bird Doo; Yellen Goes to Congress

  Published 24 February 2015 | viewed 0 times

  This is only the second best Fed Hawk photo I've ever seen. The best one by far is the un-photoshopped Loretta Mester in all her…

• Gold: Value, Re-Propositioned

  Published 19 February 2015 | viewed 0 times

  Last weekend, in a segment titled Gold Obsession & Ephemeral States of Mind NFTRH 330 talked about a growing presence that seems to follow Martin…

• The Financialized Economy

  Published 09 February 2015 | viewed 0 times

  This segment is excerpted from this week's Notes From the Rabbit Hole, NFTRH 329, and was originally titled... Does the US Economy and Stock Market…

• Gold and US Banks; a Critical Juncture

  Published 02 February 2015 | viewed 0 times

  It's all about confidence, right? Right. In 2011, when the commodity and 'inflation' trades blew out, the Federal Reserve was completely discredited, with gold bugs…

• Hulbert on Rate Hikes and Stock Market; a Response

  Published 30 January 2015 | viewed 0 times

  Mark Hulbert has a piece this morning at MarketWatch in which he de-correlates the first Fed interest rate hike from any supposedly corresponding stock market…

• Canary's Alive and Well

  Published 27 January 2015 | viewed 0 times

  Excerpted from this week's Notes From the Rabbit Hole (NFTRH 327), a 35 page report covering economic data and indicators, US and global stock markets,…

• Bottom Line Thoughts on the Gold Sector

  Published 19 January 2015 | viewed 0 times

  Improving Macro Backdrop In light of a shifting global macro backdrop that we can finally sink our teeth into with respect to a bullish orientation…

• GDX vs. SPY; Different This Time

  Published 15 January 2015 | viewed 0 times

  The title is not meant to declare that this time gold stocks are going to exercise the excellent risk vs. reward stance vs. the US…

• Big Picture Views

  Published 14 January 2015 | viewed 0 times

  With all the hype and noise built in to daily and weekly market management, sometimes it is worthwhile to dial out, calm things down and…

• Welcome, Baby 2015

  Published 02 January 2015 | viewed 0 times

  So Baby 2015 has slammed the book on wrinkled old 2014 (this imagery just cracks me up), a year that featured the continuation of existing…

• Gappy New Year!

  Published 01 January 2015 | viewed 0 times

  It looked like a few rats tried to jump ship as the bell rang on 2014. But it is hard to trust any one day…

• Semiconductor Equipment Sector Update

  Published 27 December 2014 | viewed 0 times

  NFTRH 322 covered the usual range of markets, from US to global stocks to precious metals and commodities to currencies and indicators. It also included…

• Is Inflation Oversold?

  Published 12 December 2014 | viewed 0 times

  First, for all you right minded wording detectives out there, you are absolutely right... inflation is not rising prices and deflation is not dropping prices.…