Gold Editorials & Commentary

We are still not convinced that Gold is fully out of the woods. Peter Schiff is busy telling everyone that it was a bad idea to have sold Gold in 2011, we beg to differ for the trend indicates otherwise. Furthermore, so does the price of Gold.

First it was the banks reporting horrendous numbers - largely, we were told, because of their exposure to recently-cratered energy companies. Now it's Big Tech, which is a much harder thing to explain. The FAANGs (Facebook, Apple, Amazon, Netflix and Google) own...

Futures are looking weak again. Traders gunned for 2100 on the S&P500 last week. They briefly touched that level, but there was no follow through for the obvious reason: no one with a brain believes this rally.

Is gold, often scoffed at as being an unproductive asset, more productive than cash? If so, what does it mean for asset allocation?

Gold still moves within its sideways channel between $1,225 and $1,262. Since mid of February this sideways consolidation has been doing anything but to confuse market participants. I am not sure how much longer this will continue but experience tells me that before...

While the GDX did not strike its upside resistance, it may have come close enough to consider it having topped. The question now is how do we view the coming “correction.”

The Fed is expected to leave interest rates unchanged. The market probability of a rate hike this month is literally zero, according to the CME’s FedWatch tool. This is why the U.S. central bank is unlikely to raise interest rates in April. The Fed definitely does...

All institutional analyst eyes are on this week’s central bank announcements from Japan and America. Most gold community analysts seem to have a difficult time grasping the idea that Japan’s fiat currency is viewed by top FOREX money managers as a safe haven,...

Gold was lower in the overnight session reaching 1232.90 in the overnight session…at the time that this Post was being written. No changes to our current thinking:

It was no fun investing in precious metals for most of 2011-2015, but the past few months have sure been a blast for buy-and-hold investors. Silver prices are up 22.5% year to date, and gold isn’t far behind.

For the last year or more, not an elephant, not a gorilla, but a dragon has been found at the dinner table. Its breath has just made everybody at the table totally bald with some scorched red faces. Now all are looking at each other, wondering who will first mention...

What is the velocity of money? It refers to how fast money passes from one holder to the next and is commonly defined as the rate at which money is exchanged from one transaction to another. Simply put, the velocity of money is the number of times one dollar is...

The "big story" circulating around the blogosphere yesterday and last evening was a paper authored by Pimco' s "strategist" Harley Bassman that essentially opined that "the Fed should unleash a massive Fed gold purchase program that could echo a Depression-era...

Precious metals have posted their best quarter in nearly 30 years and mining stocks are soaring from oversold multi-year lows. Those that were willing to buy when everyone else was selling have been handsomely rewarded in 2016. But we believe the gains are just...

The best performing precious metal for the week was palladium, up 5.99 percent. Although gold consolidated this week, platinum group metals (PGMs) continued to climb. Gold advanced early in the week as turmoil across oil markets increased demand for a safe haven,...

I want to begin with a quote from a recent Cornerstone Macro report that succinctly summarizes the research firm’s view on growth prospects in emerging markets, China specifically. Emphasis is my own:

The gold bullion or “hidden gold mine” of various nation’s gold reserves stored in the vaults beneath the Bank of England have been covered by the BBC:

Gold miners, because the number of discoveries was falling and existing deposits were being quickly depleted, have had to diversify away from the traditional geo-politically safe gold producing countries, ie Canada, the U.S. and Mexico. The move out of these “safe...

NOT time to panic, YET…but time to be on your guard. Many analysts claim that if you decide that a security is not a BUY, then it must be a SELL. There is, of course, a great space between these two conditions. That space is occupied by the HOLD. This is one of...

Now that the objective of the rally’s extension has essentially been reached, the SPX should be ready to reverse. A correction starting from here would be expected to last until June. The amount of weakness which develops during this time frame should give us...

I intended to take a few weeks off. However, as the Dow Jones Index closed the week up only 1.69%, just three hundred points from making a new all-time high, I was motivated to make a few comments on the stock market.

A week ago the price of gold was fixed at $1227…and silver was $16.17. After the SGE opened for trading on Tuesday, prices were steady at first. Subsequently, they then began to improve, with silver suddenly spiking higher with the gold price lagging all the way. On...

Last week was pretty quiet in the end with consolidation now taking place in many stocks and the leading indexes. A few weeks or more of rest would be the best case scenario for stocks at the moment -- and so far that looks to be how things are playing out.

Coming into this corporate earnings season, everyone seemed to expect disappointment. But they thought it would come from the energy sector and the banks that had lent that sector way too much money (see Goldman Sachs is a flattened slug).

First, the good news and taking a moment to celebrate the recent unstoppable rally in both gold and silver where, as was been expected, silver is outperforming gold. While we have stayed clear of paper futures from the long side, over the past few years, almost...

Gold sector is on a new major buy signal. Cycle is up but at levels of previous tops. COT data remains in bear market values and is now at levels of previous tops. Silver is on a long term sell signal and investors should be in cash or short. Short term is on buy...

This is a special preview of the KE Report Weekend Show. This week we are featuring John Kaiser, Founder and President of Kaiser Research Online, who joined us to wrap up the first hour of the show. We take a look at the junior resource sector in terms of the moves...

The gold stocks have had a tremendous rally in recent months that has left most investors and even gold bulls on the sidelines. From low tick to high tick GDXJ has more than doubled while GDX has nearly doubled. Indices such as the HUI and XAU have more than doubled...

The markets are prepping for the next massive round of QE. As I noted earlier this week, NIRP has been entirely ineffective at generating Central Bankers’ desired “inflation.” The ECB has cut rates into NIRP four separate times only to find itself with 0% inflation...

What a difference a couple of months makes! Several months ago everyone was convinced that stocks were starting a protracted bear market. Many expected it to be even worse than the last one in 2008/09.