TSX-V/TSX ratio continues to negatively diverge the reflation trades Back on June 21 we compared inflation expectations with the fading CDNX/TSX Ratio using this chart
Category: Commodities
Gold/CRB ratio; where is the risk and where is the reward?
Gold/CRB ratio indicates a positive risk vs. reward for gold over commodities Most of the 2020 risk in Gold/CRB has been bled out over the
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
Plummeting, not Lumbering…
Lumber (adj.): move in a slow, heavy, awkward way Okay, well Lumber has been heavy, I grant you. But it is not lumbering or awkward,
Doctor Copper Re-Thinks Blue Sky
Copper is pulling back after its breakout to an all-time high First the disclaimer: I bought COPX & FQVLF after seeing them pull back to
Copper Miners: Tested Pattern Top
Copper miners continue to bull On April 15 we had an NFTRH+ update (Correction is Ending in This Reflation Trade, now public) Last week I
Doctor Copper & friends, warehouse levels
LME warehouse levels for various industrial metals Doctor Copper gets the attention, but the red metal is just one of a whole bunch of cyclical
Copper/Gold Ratio: The Truth of the Matter
Commodity bulls are running rampant. It’s “inflation all the way, Baby!” and everybody knows this. There are jingles and promotions aplenty out there, of everything
When Might Gold Become Useful Again?
The title is a trick question. Gold is always useful, even when its heavy ass is going down in price or going down in relation
A Pattern Shows Up in Multiple Places
A bullish looking daily chart pattern appears… Also of note is that daily RSI has gone positive on all items, as has MACD on all
Commodities and Inflation Expectations
The CRB index is in a minor disconnect from inflation expectations (RINF) It’s a disconnect on the short-term, at least. If/as the reflation continues CRB
Buffett Buys a Copper Stock!
Just kidding. Warren Buffett’s Berkshire Hathaway may or may not own copper stocks. I did not dig deep enough to find out. For the purposes