Notes From the Rabbit Hole ©

Peter Newell's illustration of Alice surrounded by the characters of Wonderland. (1890)

"If I 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 natural contrarian)

A Different Kind of Financial Market Analysis

NFTRH 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.

NFTRH does 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 way.

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.   

Formula:  Standard Technical Analysis + Inter-Market Ratio TA + Sentiment Analysis + Contrarian Discipline + 'Top-Down' Macro Perspective + Risk Management (as appropriate) - Emotion = Positive Long Term Performance 

"Was just reflecting today on how much better educated and prepared I am today, thanks to NRTRH, than I was two years ago when I got crushed by holding gold stocks nearly all the way down. I only survived with my account intact because I discovered your blog in Sept ‘08, had some cash in reserve, and began buying like a maniac, per your insights, at HUI 150+. Reading your work over the past two years has given me a crash course in risk management and today I am a completely different kind of investor. I shudder to think what would have happened if I hadn’t stumbled on your blog. There’s no doubt I would have been gold bug roadkill."  --Stephen M, August 31, 2010

Please Review Additional Unsolicited Subscriber Thoughts:  Testimonials

NFTRH FAQ

After years 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).  Please review the sample issues (see left side bar) for an idea of how I operate.  NFTRH is geared toward seasoned investors and traders as well as novice investors in the learning stages.  

The very origins of Biiwii.com (but it is what it is) are rooted in hype aversion and anti-convention.  I believe that 'in the box' thinking has caused many people to get in trouble as of this writing (NFTRH official launch 10/1/08).  This view is evidenced by Biiwii.com's very first public 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 events dictate.

  Notice:  It is the subscriber's responsibility to assure that nftrh1 @ gmail.com and gt @ biiwii.com (remove spaces before and after '@') are able to pass through spam filters.  Please adjust settings as needed in your email client and/or with your email service provider's webmail.

NFTRH Vitals

Weekly letter emailed in pdf format by Sunday afternoon US Eastern time at the latest and usually by Sunday morning.  

Interim email alerts or updates as events dictate.  These focus on significant market events and individual equities.

Monthly billing of $26 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 subscription.

Yearly Billing option of $288, which is a savings of 7.5%.

Please contact for other payment options.

NFTRH will be sent to the email address associated with your PayPal account unless otherwise specified.  Please be sure that gt @ biiwii.com and nftrh1 @ gmail.com are allowed to pass through any spam filtering software you may use both at your service provider and in your email client.

General Layout

Weekly review of the current situation in the macro-financial world and/or a look at the week ahead.  

Technical analysis on markets of interest from an 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 supply data.

Relevant 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.  This is because the macro backdrop at any given time is critical to any individual investment stance.

Currently 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 risk profile.

Communication

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.

Personal Philosophy

You should 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 who 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.

You may review all of Biiwii.com's terms and conditions here.

--Gary Tanashian

© 2004-2012 Biiwii.com

Disclaimer: 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.