Gary Tanashian's Comment & Analysis
A complete archive of Gary Tanashian's articles, including current analysis & comment.
I have poked fun at the Commodity Super Cyclers over the years. Churning out analysis telling of a great economic reset toward real things, fundamental to the global economy, and away from unreal...
The future is now for Strategic and critical commodities at the heart of the current global macro alignment
I am moved to write this article because what started out in 2023 as a theory in NFTRH, is...
Credit expansion, AKA more and more debt, into von Mises‘ Crack-Up-Boom would bring Stagflation at best, and Hyperinflation at worst in the not too distant future
Today’s better than expected...
Under the Federal Reserve system, the U.S. is not a capitalist country, it is a socialist welfare State for the elite, compliments of inflation
Socialism For the Elite, Not Capitalism
The distinction...
The Silver/Gold ratio trades, my name for a wider commodity rally, are on the cusp of another leg up
You could call them “inflation trades”, but the post-2021 phase and its heavy inflationary effects...
The commodity rally, such as it has been so far, should take on a new intensity, possibly after a summer cool-down
Below I present for you one of those charts trying to say so much it could make your...
The gold stock rally is near our long-standing upside target of HUI 500 +/-
Of course, a target is just a target. Not a stop sign. But while today’s bulls were cowering or chasing Nvidia...
An “inflation trade” is possible, but take heed of its shelf life
With the tariff/trade war drums fading lately, the logical conclusion is “inflation trade upcoming!” and cyclical markets –...
The chart of S&P 500 and gold shows that volatility was hard-wired into a macro market situation that had been relatively normal prior to August, 1971.
I love looking at pictures. Pictures are...
Copper, Silver and Gold are a chain of metals progressively working from highly cyclical to counter-cyclical.
The sensitive trigger we look at is the Silver/Gold Ratio (SGR), which would indicate a...