Notes From the Rabbit Hole - NFTRH

08/28/2026

https://nftrh.com/2026/08/28/operation-twist-2-0-bessent-warsh-work-the-yield-curve/

Notes From the Rabbit Hole Operation Twist 2.0? Bessent & Warsh Work the Yield Curve % - Public

08/24/2026

https://nftrh.com/2026/08/23/game-on/

As we approach the mid-terms, policymakers - led by Bessent - are aligning as expected without even the pretense of hiding their intensions.

08/12/2026

https://nftrh.com/2026/08/12/video-ta-on-index-etfs-gold-silver-miners-ratios/

A discussion of daily chart technical analysis of index ETFs, gold, silver and the miners, and ratio charts for macro indications.

08/07/2026

https://nftrh.com/2026/08/07/stocks-commodities-and-precious-metals-big-changes-coming/

Stocks, commodities and precious metals are obviously bullish, but the interplay between silver and gold could really start the party.

08/05/2026

https://nftrh.com/2026/08/05/nftrh-global-growth-nftrh-philosophy-open-to-public-readers/

Discussion about global growth, Ray Dalio, perma-bearish views and how NFTRH productively operates within a "doomed" system.

07/16/2026

https://nftrh.com/2026/07/16/silver-death-cross/

07/13/2026

https://nftrh.com/2026/07/13/bank-deregulation-upcoming/

As we get to know the "new Fed", the Warsh Fed, we consider among many other factors the prospect of commercial bank deregulation.

07/08/2026

https://nftrh.com/2026/07/08/its-the-inflation-stupid/

Notes From the Rabbit Hole It's the Inflation, Stupid % - Politics

06/26/2026

https://nftrh.com/2026/06/26/precious-metals-risk-reward-now-in-line/

Precious Metals Risk/Reward is now positive as the projected multi-month correction hits the 5 month mark.

06/19/2026

https://nftrh.com/2026/06/19/a-goldilocks-market-arrives/

Warsh appeared more hawkish than expected. The bond market reacted, driving up short rates relative to long rates, flattening yield curves.