From the Rabbit
Hole (NFTRH) ©
Peter Newell's illustration of Alice surrounded by the
characters of Wonderland. (1890)
had a world of my own, everything would be nonsense. Nothing would be
what it is because everything would be what it isn't. And
contrary-wise; what it is it wouldn't be, and what it wouldn't be, it
would. You see?" -- Alice (a
employs a 'Top-Down' approach to market analysis, with the belief that
once we get the macro right, stock, ETF, fund and asset picking is the
relatively easy part.
not predict trends, but in using non-traditional market ratio analysis
and traditional technical analysis it is consistently among the first
to identify and capitalize on new trends, as the herd goes the other
If you seek
a rational, grounded approach to managing the financial markets that is
in tune with short, intermediate and long-term global trends, give
NFTRH a try.
- Standard Technical Analysis +
- Inter-Market Ratio TA+
- Sentiment Analysis+
- Contrarian Discipline+
- 'Top-Down' Macro Perspective+
- Risk Management (minus emotion)=
- Positive Long-term Performance
C 4.14.12 (new subscriber)
review additional unsolicited
of successfully navigating financial markets in both bullish and
bearish modes (generally with a 2X broad market out-performance), while
providing grounded commentary and analysis that has been much more
often than not on the right side of the trade, I am pleased to present
the weekly newsletter, Notes From the Rabbit Hole (NFTRH).
origins of Biiwii.com (but it is
what it is) are rooted in hype aversion, anti-convention and the idea
of dealing with the reality of what is,
commentary in 2004, warning of the dangers so outwardly apparent
today. Do not expect the usual stock pick touts and chirping
about performance. Risk management plays as important a role as
capital appreciation over the long term.
The name of
the letter implies a view from a different perspective which, in my
case began to take hold in 2002 and intensified through the 2005 time
frame. Various people I have met and interacted with along the
way have added immeasurably to my natural ability to separate the bull
from useful information. They are the ones I like to think of
fondly as 'the strange characters I met down in the rabbit hole'.
Some were financial professionals. Others just very smart out of
the box thinkers.
Just as I am
weary of over-bullish hype in good times, I seek to remain calm and
free of panic in crisis. This means taking the cards that are
dealt and making the best hand possible with a comfort level in
analyzing the ongoing interplay between inflation and deflation
dynamics that is at the heart of boom and bust cycles... along with
investment and capital preservation opportunities.
NFTRH is emailed weekly with interim updates as
Notice: It is the subscriber's
responsibility to assure
that nftrh1 @ gmail.com and gt @ biiwii.com (remove
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letter emailed in pdf format by Sunday
afternoon US Eastern time at the latest and usually by Sunday
alerts or updates as events
dictate. These focus on significant market events and individual
$29 by PayPal or the PayPal
credit card option. Monthly billing allows a subscriber to easily
cancel at any time without further commitment and lets me know that
current subscribers perceive good value for their ongoing
$310, which is a savings of over 10% off of
the monthly price.
Please contact for other payment
NFTRH will be sent to the
address associated with your PayPal account unless otherwise
specified. Please be sure that gt @ biiwii.com and
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review of the current situation in the
macro-financial world and/or a look at the week ahead.
analysis on markets of interest from
investment or trading point of view along with a look at the vital
indicators to those markets and important macro 'signposts'
such as gold v. asset ratios, currencies, treasury bonds and money
individual stocks will be highlighted as I find interesting situations
with technical analysis and a brief fundamental overview.
Understand however that NFTRH is geared more toward
macro-fundamental and technical analysis than to individual stock picks.
held and potential stock positions will be discussed on occasion, with
technical and fundamental analysis, and portfolio composition
is updated on an ongoing basis, including holdings, cash levels and
I answer all
emails in as timely a manner as possible. I realize that NFTRH
subscribers are my 'customers' and I value each and every one for their
viewpoints and perspectives. If there is ever anything you are
unclear on, or simply would like further comment, just pop me a mail at
gt @ biiwii.com.
know that I do not take the responsibility of providing opinion and
analysis to readers lightly. In fact I take it is an awesome
responsibility and will do my best to provide you with a quality
product and an open minded viewpoint. The individual who started Biiwii.com (in 2004) in response to
risk and rampant 'casino' mentality is who I am. The individual
started a blog to more
effectively convey 'out of the box' ideas is who I am. Notes
From the Rabbit Hole is an extension of this mindset as I formalize
and expand on these themes.
I thank you
for having the trust and confidence in me to take the next step.
review all of Biiwii.com's terms and conditions here.
Biiwii.com does not recommend that any trading or investment positions
be taken based on views expressed on this site. If you speculate or
invest it is suggested that you consult a financial advisor qualified
in your area of interest. For more detailed information and full terms
of service, see "About & Terms" here.