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…
The Semiconductor Equipment sub-sector is the bedrock, the picks and shovels of the Semiconductor industry. Semi companies - especially the makers of this expensive manufacturing equipment - have taken 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…
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…
Nothing goes straight up or down, and that goes double for volatile markets like the precious metals. As the US dollar takes a pullback within its intact bounce point... ...Gold…
All according to plan and as anticipated could be the case. GDX had been going one way (up) and the stock market the other (down). So it makes much sense…
For much of 2024 we noted that the precious metals were not unique, as they were part of the broad asset market rally. However, in 2025 things began to change…