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
Category: Gold
Gold’s alternate scenario at a seasonal low
Is that an inverted H&S in gold? I responded to someone’s tweet about gold with the monthly chart below, which we’ve been viewing in NFTRH
Gold mining GOR-fest
Gold miners (HUI) are out of whack with the Gold/Oil ratio (GOR) and the Gold/SPX ratio This isn’t to say that the would-be bounce (HUI
Gold Ratios: Still negative while other indicators start to turn
While the interest rate backdrop swings favorable, other gold indicators are not yet While real yields are negative (positive for gold) and credit spreads are
RG and Me
With RG’s permission to reproduce… This is a post that many readers will probably find unvarnished, if not crude or repugnant. In the newsletter world
Gold’s inflation utility
Gold is okay, but not yet unique There are times when gold is an okay inflation hedge, while under-performing the likes of industrial metals, oil/energy,
Gold vs. SPY (and other markets/assets)
Gold is now bouncing vs. most risk ‘on’, inflation-sensitive and/or cyclical markets/assets Since first noting the very spark of an initial hint in NFTRH 653
Man Stares at Daily & In-Day Charts of Gold
Daily and in-day pictures of the gold price The daily chart looks like a normal day in gold. The rally has now come to the
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
Gold vs. Everybody Else
Gold is not for inflation, but for what comes after the ‘good’ inflation runs its course It has been one big trade on inflation. Notice
Gold’s Correction Approaching a Limit?
Gold and long-term Treasury bonds are risk ‘off’ bedfellows If you think that the heretofore inflation signaling 30yr bond yield is approaching an upside limit