Time for another pictorial representation of largely counter-cyclical gold’s standing vs. cyclical markets and assets using the associated ETFs. Let’s go with weekly charts this
Time again for what I think are among the most interesting – and analytically valuable – views beneath the market’s surface. Gold/SPX ratio is trending
October came and went. It’s now November 5th with holiday (and Wall Street bonus) season directly ahead along with the 1 year anniversary of the
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