NFTRH164 is out now.
I think this one said all it had to say to make sure we are on the right side or prepared to get on the right side, as the parameters are clear. Last week's Central Bank actions 'bailed out' the NFTRH speculative portfolio from its ignominious -1% to a current +5%. Depending on what I see going forward, that percentage could ramp significantly or if the slightly less favored scenario comes into play, it will probably be eroded just a bit amid ongoing risk management.
Anyway, speaking of the Gold-Silver Ratio, and in light of last week's mini drama with my evil twin, Otto... there is this from subscriber 'GF'. His words allow me to publicly toot my horn, but also they allow me to highlight the most important thing for all of us, which is expressed in the last part of his last sentence, to which I have added emphasis.
"...To make this short, I bought lots of people's info: xxxxx, xxxx xxxxx, xxxxx xxxxx, the xxxxxx xxxxxxx, xxxx xxxxxxxx, xxxx xxxxxxxxx, [ed: names removed with respect to decorum, though you have likely heard of each] and more. But I have to say that now I only have you and Otto, and I think that you guys complement one another quite well. I particularly value you, as you put together a "whole picture" that really is a good guide (as you say yourself) through volatile times, with a whole lot of misinformation from lots of other people. I learned some things from all the people I read, but you are to the point in charting general direction, and what little I do know resonates with your outlook, and I keep learning from you. Finally, I like your attitude, you admit mistakes, don't apologize, and keep going, but often you are pretty right in what you see and interpret.
I wouldn't change a thing. I like it just as it is. Even when you show stuff on your blog and do not explain it, and are "provocative", it makes me think for myself, and that's a good thing too."