So much will be dependent upon whether or not a seasonal bounce takes place in the risk 'on' trades since gold is a risk 'off' haven. Gold would fade vs.…
[edit] See also Among the Crickets, Gold Bears Roam a Barren Landscape, posted on 11.23.18. All through the bear market hopeful rationalizations were served up for a bullish case on…
We have not strolled down big picture lane for a while and some of what I see is pretty interesting. Some of it makes sense, some of it scares me.…
[edit] Also see this post on inflation/deflation excerpted from NFTRH 525, hot off the presses. Crude Oil and Industrial Metals continue downward. This is significant per this NFTRH monthly chart…
The Fed did nothing that was not expected, yet the US dollar regained its vigor as if market players actually had doubts about whether or not the Fed would remain…
It's an over obsessed upon commodity, previously hyped for its (Hubbert's) "peak" status by "experts" like T Boone Pickens and a whole clown show of promoters amplified by the media…
In this post Steve Saville shows the long-term correlation between the 30yr bond and the Gold/Commodities ratio. Revisiting the Age-Old Relationship Between Interest Rates and Prices Almost as if Steve's ears…
With a full slate of broad market 'internals' indicators and gold stock charting in NFTRH 519, there was no time left for a gold sector fundamentals view (except for one…
It's not so much an overbought chart (it can certainly move higher, mind you). It's that I am not an inflation bull; not yet and not until the limiter on…
To celebrate NFTRH’s 10 year anniversary (Friday, Sept. 28) I’d like to present one segment from this week’s report, NFTRH 518 each day until Friday. These excerpts will give you…
A rising Silver/Gold ratio (SGR) would be positive for the global equity 'anti-USD'/inflation trades, including several US sectors, commodities and the precious metals. For the first time in over a…
[edit] With the intensity of this week's move I've already taken a couple quick profits in items that could be considered part of the 'anti-USD' trade. The most recent leg…
In NFTRH 516 we talked about yields, the yield curve, silver, silver vs. gold and the possibility of an inflationary situation cropping up. Please review pages 10-13 in NFTRH 516,…
As is usually the case if these riders are going to change the macro the damage starts at ground zero, the precious metals sector. Here is the Gold/Silver Ratio (GSR)…