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
The ever entertaining mainstream financial media, which wanted to convince the masses that the yield curve inversions that took place in 2022 signaled the end of economy and bull market *, have a new line they want investors to swallow...
The ratios of gold to stocks (SPX) and the miners to stocks (SPY) are still intact to the rally theme. There are of course macro and sector fundamentals and nominal chart technicals to consider. But one aspect of the ongoing rally view...
Let’s now introduce some gold discussion, as gold is the asset (IMO) that will ultimately prevail in the developing macro. However, if we can leave aside our mentalities as casino patrons, we may realize two things…
We expected a latter stage market rotation to include commodities, and now it is here.
As the economy slows, the mortgage refinance boom is among the components of the “Goldilocks” economy. Some media (along with anecdotal sources witnessed on X) are trumpeting how strong the economy will be in 2025, using a mortgage...
The Fed held off, held off, held off some more. It held rates at a high level for meeting after meeting, despite the fade in inflation signals that we’ve expected (and now seen) since Q1, 2023 (Goldilocks), unemployment that has long-since...
The financial media appear to once again be leading the public astray about the Yield Curve situation. The media pounded and pounded the yield curve’s inversion as a signal about an imminent economic recession. We have noted again and...
If the 2yr yield is leading the 3 mo. T-bill yield (it is), the 10-3 mo. yield curve will follow the 10-2 yield curve
The 10yr-2yr yield curve has un-inverted; yet in the media? Crickets.
The New York Fed’s September Empire Manufacturing Survey trends back to positive. My economic thesis is for contraction and a counter-cyclical environment. So the September Empire Manufacturing Survey flies in the face of that for this...
