Updating the Gold Mining Fundamental Macrocosm

Gold miners require a unique macro-economic backdrop When gold stock bulls complain about a “smack down”, a “hit” or a “smash” against the poor gold stock sector what they should be thinking about is what a relatively small market the gold stock universe is compared to the multitude of galaxies populated by cyclical and risk on stocks and commodities and the massive bond market. The … Continue reading Updating the Gold Mining Fundamental Macrocosm

Society of the Spectacle, on full display this morning…

It’s an O/T post that is the product of my morning spent catching up on some news and accidentally running into a couple of sensational stories. Maybe I will write a market post later. Like maybe something on gold stocks, gold bugs interwoven with some psychology, which is always fun for me. Or maybe I’ll write about the actual – as opposed to widely promoted … Continue reading Society of the Spectacle, on full display this morning…