As we develop the theme that the macro is going inflationary and thus far, anti-USD, global stocks are doing well (we have shown a mostly "anti" USD posture for global…
It's sure not the sexiest of my holdings, but it is a chart I happened to notice a while back. The pattern was interesting, but earnings were upcoming, so I…
Folks, it has become very fashionable for a majority to write off USD and to make matters worse, write UP silver (and the commodity trades that have followed the Silver/Gold…
We have been on a macro theme that is very different than what transpired into April. This goes for stocks, commodities and the sentiment backdrop in general. It was at…
It's not rocket science. We are going on technicals now, with the macro-fundamentals having taken a hit on the recovery in cyclical markets that was in the bag ever since…
If I am correct about this being the latter stages of this leg of the bull market, then if we are holding gold stocks we will have to get used…
This is being written before the Payrolls report is released. So in an hour the whole thing could be obsolete if the report moves the markets. But assuming no/little change...…
As the stock market bull phase drags on, a would-be short seller can look inside market, behind the headline indexes, for signs of weakness. As SPX rotates its way along…
After a bottoming/basing technical phase, and with a new drill program starting things could get interesting here. You know early explorers, hole drillers, are dependent on the results of the…
Gold is up this morning, still in the resistance zone on the daily chart. It is still in the minor downtrend that began on June 16, but above the SMA…
As I have done for much of this stock market recovery rally, I am looking for laggards/catch-ups and bottom pattern makers. I get fundamental research primarily at SeekingAlpha, which is…
They are making nice-nice. The US and China, with a side order of Europe. The stock market mini-crash came at the hands of the tariff/trade war and of course the…
[edit] So as not to be confusing, per the below I stated I'd take further action from the defensive side of GDX loses preferred support, and also stated that I…
Anecdotally, I caught flack on X and SeekingAlpha (two havens for the contrary indicator herds) for daring to write a title like... Late Innings For the Gold Stock Rally That…