Rudi Fronk and Jim Anthony

Rudi Fronk and Jim Anthony Articles

Buy equities and sell gold because the economy is strong and the Fed is supportive? Really? We think you should not be fooled by the reigning narrative. Consider the following:
In our view, the gold story is getting much simpler and much more urgent. Here is how we see it. The Fed cannot exit QE. QE is a failed policy. More QE is coming. Buy gold to preserve capital.
As we have noted, markets are deep into what we have called the Tariff Trade based on the assumption that Trump would win his trade war with China and that he would do so before it had any serious negative impact on the U.S. economy. The...
The global financial crisis of 2008 was essentially caused by excessive leverage, a loss of confidence in real estate credit and a resulting sudden collapse of liquidity in the financial system. The central bank response was to lower...
Positioning, sentiment and market structure favor a powerful rally in gold. The COTs released by the CME on September 7, 2018, show the gross speculative short position grew 1.3% to 213,259 contracts, just shy of the all-time record set...
The CME COT report of July 27 shows non-commercial gold shorts have suddenly spiked to a 25 year high. Over the past five years, every similar spike in short interest (red arrows on the chart below) has led directly to a short squeeze...
Gold is the ultimate safe haven for two simple reasons. First, its total above-ground supply only grows 1.4% per year, no matter what anyone does (and even this rate of increase is starting to fall as production levels have peaked). Second...
For nearly four months now, gold has been pressured lower by a rising dollar; the inverse correlation has been almost exact. Gold has dropped 5.2% from its January 25, 2018 close of $1,362 to its May 16 close of $1,291.50. Meanwhile, the...
We were anticipating a modest one or two week correction prior to the resumption of the short-term upward trend, but all we got was a two-day pullback. The gold-market correction that appeared to get underway during the first half of last...
Where is the gold bull market that we predicted would begin about now? Here is our broad-based overview. The financial markets continue to expect an aggressive Fed going forward with four—even five—rate hikes this year and a continuing...

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It is estimated that the total amount of gold mined up to the end of 2011 is approximately 166,000 tonnes.