Notes From the Rabbit Hole - NFTRH

https://nftrh.com/2026/05/31/notes-from-the-rabbit-hole-917-public/



Look no further for REAL market analysis at an important juncture as mania will end and a macro pivot will ensue. It's indicated coming and NFTRH 917 shows how and why.

Notes From the Rabbit Hole, #917 (complimentary to the public) The 917th edition of Notes From the Rabbit Hole reviews rotations in software, mania in AI/Semi and a coming pivot back to a primary macro theme.

https://nftrh.com/2026/05/13/phase-2-commodity-related-stocks/

Phase 2; Commodity Related Stocks - Notes From the Rabbit Hole The leadership chain is Gold > Silver > Commodities. With Semi going parabolic, focus shifts to the picks & shovels of modern technology.