With consideration that Payrolls (median forecast +125,000) will be out shortly and things could change, pre-market, the Silver/Gold ratio (SGR) is smashing its way upward... The view had been for…
I am trying to treat us like adults, not like a bunch of schleps rooting and cheering for the home team. The home team being Goldbugville and the metals within…
[edit] I corrected some wording in the update, so it may be worth another read if you've already gone through it. Also, I have not done anything today (like hedging…
With the Silver/Gold ratio indicating that our inflation trade plan is on track... ...and with the fact that crude oil fund USO is trending up vs. WTI (not always the…
Our plan for gold stocks has been to make a new high above the 2020 highs. That has been accomplished with HUI taking out 373 (current: 396 after making a…
Just a checkup since the last update on GDX. From that update... I was not willing to gamble that the correction would go deeper, hence the adds yesterday. If GDX…
Per the Daily Notes yesterday I increased positions in KGC and RGLD. I also added a second AEM position. That is so that I do not out-smart myself trying to…
Adding a weekly chart view to the daily chart view of a stock highlighted in #863. The stock is medical device company, Medtronic (MDT). This stocks is not a growth…
As you know, I have made a big deal about the positive macro backing a bullish view on gold stocks over much of the last year. That is well and…
Who could predict the timing? Well, I mean other than them. I certainly didn't, in releasing my hedge. Regardless, we are back to downside pullback (buy/op) management in gold stocks.…
MOMOs and FOMOs are about to drive the markets to extremes in over-bullish sentiment after we noted increasingly over-bullish sentiment readings in #862. I'm sure not going to fight it…
In NFTRH 862 we introduced the possibility of a big upside trade in commodities and resources. But I want to emphasize again that that would be pending silver finally wrestling…
I have been consciously avoiding Lithium stocks due to global supply/demand gluts and an Li price utterly in the tank, fully erasing the bubble levels of 2021-2023. Much like Nickel,…
Reference yesterday's pre-market update on USD and the precious metals. While DXY continues to hold intact to its potential for a bounce... ...Gold is gulping down another another $43/oz. of…