The interplay between gold and silver is a critical component to understanding what is out ahead; to understanding whether long-term Treasury yields will rise and
As suspected, the various inflation/reflation trades were just bouncing in their downtrends as they have stopped within those downtrends after some pushed the limits. Commodities
The inflationist gold bug does not understand why yields are down, commodities (ex-wildcards like Agri) are down, reflation trades are down, the US dollar is
So we have FOMC standing ready with the actual potential to rock the markets due to the split opinions of the Fed Rate Futures boyz.
Since we noted the initial move to break the 200 day moving average – and at least temporarily break the downtrend on August 27th –
Time for another installment of Gold vs., as we review the counter-cyclical metal vs. it’s cyclical counterparts using ETFs. But first, the gold price vs.
Opening Notes As advised on Sunday this week’s report will be abbreviated due to travel plans and we’ll be back to our regular programming next
I focus a lot on gold and that is because it is the constant ‘asset’ that sits in a weighty fashion doing nothing while all
Just another episode of that slow-moving macro drama, ‘vs. Gold‘ (using ETFs). Spoiler: the bottom line about the pictures below is that we are still
Time for another installment of the ever popular vs. Gold using ETFs as usual. SPY/GLD has been bouncing but is still suspect at best. ACWX/GLD
First off, a wish to all readers for a happy Memorial Day weekend as we remember loved ones lost in battle and otherwise. Memorial is
Backing out the trade noise and taking the charts straight up for what they are, here are gold’s ratios (and thereby, fundamental implications) using ETFs
Using ETFs, here is the oh so predictable state of relative gold as the global relief thing furthers its grip. Gold/S&P 500 Gold/Global Stocks Gold/Commodities
Yes it’s time for ‘Gold vs. Cyclical Assets’ again because well, it is making some serious moves. Frankly, looking at these pictures makes it harder