Feelings of Anxiety or Dismay; That’s Me Selling KL [w/ edit]

[edit] I’ve now heard from two equity analysts who say KL is significantly over valued in relation to peers. Great company, but over valued. What’s more, one gentleman informs that there could be institutional inputs from the gold sector old boyz network. My mind goes back to Klondex, the last great gold mining super stock. That did not end well. I took plenty of profits … Continue reading Feelings of Anxiety or Dismay; That’s Me Selling KL [w/ edit]

Pictures of a Little Snap-Back in the Inflation Trade Today

The trend continues against the inflationists, but there has been the bullish divergence by Baltic Dry Index (per this NFTRH chart), and the inflation trade has been very oversold, after all. BDI has been ramping while commodities (and global stocks) have been fading. Cyclical Palladium is bouncing vs. counter-cyclical Gold today. Industrial Metals are getting an oversold bounce vs. Gold. Commodities are getting an oversold … Continue reading Pictures of a Little Snap-Back in the Inflation Trade Today