First they came for the gold stocks…

First they came for the gold stocks... Then they came for resource rich, emerging economies... Then they came for commodities... What's next? Will the Teflon Don (AKA the S&P 500)…

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Palladium ETF fills the gap

Palladium ETF tanks to fill a gap The Palladium ETF (PALL) filled a gap that kept me from buying it in March (the metal sported the same gap), causing me…

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Gold miners have done what they should do

The gold stock correction was readable, and now it is maturing One tool we used a year ago was the out of whack state of HUI vs. the Gold/SPX ratio.…

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2 Horsemen

Gold/Silver ratio and USD, updated Come on you two, let's get this done. Let's destroy every dogmatic, autopilot flying inflation tout on the planet. At least temporarily before they and…

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NFTRH+; Not bearish

As we ping back and forth between the summer cool down (w/ potential liquidation) and the view of a resumption of the inflation trades I want to make a point…

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Here’s a new one; Palantir buys gold…

And they bought gold bars, not GLD Gold's potential reward vs. the risk in stocks is absolutely compelling now. That is not a comment on near-term price action, but it…

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Semi sector’s nuts & bolts are starting to fly off

Semiconductor Equipment, Test & Materials are flipping bearish The Semiconductor sector is a cyclical leading edge. Its Equipment sub-sector is the tip of that spear. It and some other picks,…

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Gold Miners not yet buying it

GDX/GLD ratio is not confirming gold's bounce And so, considering what at least has a chance to shake out as my preferred macro scenario - complete with gold herds, stock…

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