Gold Stocks Acting as they Should During Market Stress

The macro has moved through a time of moderately rising inflationary concerns when economies were cycling up, many commodities were firm and risk was ‘on’. Contrary to the views of inflation-oriented gold bugs, that was not the time to buy gold stocks. As I have belabored again and again, the right time is when the inflation view is on the outs, gold is rising vs. … Continue reading Gold Stocks Acting as they Should During Market Stress

Trade War Fear “Animates Wall St.”, But Not Gold

Say, remember when these trade war outbursts would drive the US dollar up and gold down (along w/ the CNY)? Well, the media think that the Dow is down another 400 points because of trade war fears. But maybe it is just time for the stock market to go down and for gold and its miners to go up and the trade war is what … Continue reading Trade War Fear “Animates Wall St.”, But Not Gold

3 US Market Death Crosses and One About To Cross

Before I begin this post… Dear WordPress, your new editor Gutenberg has all kinds of bells and whistles and innovative gadgets (especially these infernal blocks). I hate it. It is completely distracting to me to try to figure it all out when all I want to do is write, upload some charts and be done with it. The editor is now way too complicated and … Continue reading 3 US Market Death Crosses and One About To Cross