A review of the situation in gold stocks It is in essence a year ago that Warren Buffett ill-timed his entry into the gold stock sector, unwittingly calling a top…
Why this is the time to invest in precious metals Not your mother's inflation Personally, I am more interested in the mechanics of inflation and the compelling charts in this…
What if FNV, which bottomed and launched first and best to signal the March gold stock rally is signaling a new leg up now as it failed to top out…
The US government finally got together on a new $550b spending (more cost-push inflation) plan. It includes spending of money the government never had until the Fed printed it and…
Goldilocks backdrop persists We expected a summer cool down in the inflation trades. We expected that to be reflected in a temporary Goldilocks environment (not too hot, not too cold…
I'll start this brief update with a question. How damaging was that #silversqueeze promotion to inexperienced, gullible true believers, anyway? Silver's daily chart has dropped out of the little bear…
An update of the 2 riders opposing a would-be renewed inflationary reflation trade. To review, the Gold/Silver ratio is an indicator of failing market liquidity when it rises and the…
Cyclical markets in relation to gold indicate reflation is still on, but... The most inflation sensitive markets are still trouncing gold, while certain stock markets are flipping suspect and the…
BTCUSD is stabbing the neckline of the bearish pattern that formed in March-May. Resistance begins at 42,000 and then waits the SMA 200. While not bullish on BTC we did…
Copper price nullifies daily chart breakdown Last Monday we noted that copper was intact on the bigger picture but breaking down on the daily chart. Then on Tuesday we asked…
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The way it is shaking out as I see it, it's the 30yr yield Continuum's right side shoulder (which, if it manifests and turns upward would be consistent with new…
VIX is filling a gap On Monday I sold the volatility spike. Hedge though it was I did not want to ride the spike in angst back down again: Bye…
For a sign of the end of the summer cool down - and deflationary whiff (such as it is) - yields will need to reverse upward and bonds head back…