Gold Editorials & Commentary

Briefly: In our opinion short speculative positions (half) in silver and mining stocks are justified from the risk/reward perspective.

Since the start of this year, gold has performed extremely well. This daily chart shows the shiny metal moving steadily higher, in a bullish channel

Gold is staging a breakout of a powerful technical pattern that will bring $1500/oz. into reach. Buying pressure has been building for physical gold. Price action is reflecting stronger bullish sentiment and a continuation of the long term bull trend, which dates...

If interest rates are supposed to be on the rise, why has the price of gold gone up so much this year? Is it merely because it is bouncing back after a sharp decline in 2013? We have a closer look at the link between gold and interest rates to gauge how investors...

Consider our economic world from two perspectives: The Deviant View – as represented by those who visit deviantinvestor.com, read alternate media, are skeptical of the “official” news, and who critically examine the financial world. or The others – call it the...

We find ourselves in the situation where a stock market crash worse than 1929 (in which the Dow declined 89%) is becoming ever more possible. Pension funds, endowments and personal retirement accounts are all at serious risk of almost total loss. So called “...

Every week, our investment team reviews a variety of sources to formulate a summary of the top events in the gold, resources, and emerging markets. The results are categorized in terms of strengths, weaknesses, opportunities and threats. We believe this SWOT model...

At the end of every month, I review the performance of my investment portfolio and so should you. In February my holdings gained 12.87%. Year to date (January and February, 2014) my investment portfolio has appreciated by 46%. That is a good start, but you may...

Since last August, the Indian government placed a stranglehold on gold imports into the country by requiring that 20% of all gold imported be exported as jewellery. This forced the amount of gold imported to drop to 30% of former levels until October of last year....

Coming into this weekend we had an “information overload” of sorts. So many moving parts all of which are important and any one of them capable of being THE black swan that “blindsides” the markets even though they are nearly all visible and in the public domain....

Can the gold price be fundamentally related to some other economic variables? Can we use those variables successfully in trying to predict the future price of gold? Is gold highly correlated with any of those variables?

I’ve shown you several comparison charts with the HUI, GLD and SLV that shows they all tend to breakout at roughly the same time. One can sometimes be stronger than the others but they tend to breakout at the same time. This week was no exception.

The US Dollar Index is on the verge of substantially rising in value during the next couple of years. There are a number of reasons for this prediction. Firstly, the US$ is grossly over-sold (ie under-valued). Since 2001 the greenback has lost more than one-third of...

It’s Friday morning, and the prospect of the “sum of all fears” is creeping into the global consciousness. In other words, the “realization of reality” is – slowly but surely – taking hold, which is why, at the moment, even unprecedented doses of money printing,...

SPX has started a correction which can only be labeled as short-term, for now. It is possible that it could evolve into one of intermediate nature, but we won’t be able to confirm that until we see what path it takes after this correction is over.

The Federal Reserve has let it be known that it intends to reduce its purchases of mortgage and US Treasury debt (taper its Quantitative Easing) to zero. At each of the Federal Reserve’s past two meetings they’ve cut their QE purchases by ten billion a month. They...

Long term – on major sell signal since Mar 2012. Short term – on mixed signals. Gold sector cycle – up as of 12/27.

For the past several weeks, our commentaries have dwelled on factors unrelated to what so many other writers have focused, primarily demand from a variety of sources, shrinking supply of physical at COMEX and LBMA, lots of charts and graphs to make interesting...

Last Monday gold ended a week-long consolidation that saw it fall from $1354 to $1329, before rising strongly to over $1370 yesterday. Not only is Asian demand still outstripping mine supply by a large margin, but physical ETFs such as GLD are now beginning to see...

Gold is a safe haven…The emerging market turmoil in January got the safe haven ball rolling. The slowing U.S. economy then added another boost, especially with Yellen keeping the same policies as Bernanke.

"The first rule of mainstream financial journalism and, particularly, financial journalism about gold is never to put a specific critical question about the monetary metal to any of the primary participants in the gold market, central banks. That is, nearly all gold...

Chart Analysis Gold Fibonacci, Silver, GDX & GDXJ via videos

Gold’s strong rebound upleg this year has been driven by big gold-futures buying. After abandoning gold last year, American futures speculators are returning to the yellow metal in droves. These capital inflows are a very bullish harbinger, as major futures buying...

So far in 2014 we have been seeing both stocks, gold and bonds move higher. Sure this is great as many of us hold some of each asset, but should you be letting go or getting ready to sell your equities to avoid a market correction. And if so, where should you put...

According to Garet Garrett in his book "A Bubble that Broke the World" Cheops employed 100,000 men for twenty years to build his great pyramid, "and all he had for 600,000,000 days of human labour was a frozen asset." Cheops's distortion of the Nilotic economy was...

BIG PICTURE – Monetary policy remains accomodative and housing is rebounding in the developed world. Consequently, business activity is improving and this is being reflected in the related stock markets.

Just when you thought the last of the big institutional banks were ready to throw in the towel on their bearish metal forecasts, yet another one has joined the ranks of the gold bears.

Lately we’ve been writing about why we expected the rebound in precious metals to continue without any serious setbacks. After a major low, sentiment can remain muted for several months even in contrast to the improving market action. Yet, a look at history shows...

China is the most populous country in the world. It is now the world’s second largest economy and there are many that expect China to become the world’s largest economy surpassing the US by 2030. China has been recording 8-10% growth rates almost continually for...

Russia’s parliament is considering measures that would allow the property and assets of European and U.S. companies to be confiscated in the event of sanctions being adopted against Russia over its threatened military intervention in Ukraine?