The following is excerpted from the October 13 edition of Notes From the Rabbit Hole. The segment followed a review of NFTRH's big picture stance on gold vs. various assets positively correlated to the global economy. Specifically, the previous segment concluded that yes, the NFTRH big secular view is under threat by a technical analysis signal favoring US stocks over gold on the big picture per this monthly chart of SPX-Gold. NFTRH first began managing this as the bottoming pattern broke above its neckline and then the EMA 10 crossed above the EMA 20 for the first time since 2001. Continue reading "Insurance in Wonderland"