Gold vs. Inflation/Reflation Markets
A view of gold in ratio to markets that benefit on a relative basis from cyclical inflation, which as you know central banks and politicians have been working over time…
A view of gold in ratio to markets that benefit on a relative basis from cyclical inflation, which as you know central banks and politicians have been working over time…
Ref. Buffett Buys a Gold Stock! posted on August 17 as the correction was just getting started. In that post you'll see 3 gold bug megaphones who just could not…
The perfection is in the fact that one is getting brutalized by the optimism breaking out everywhere (Media serve up everything from vaccines to the presidential transition to the appointment…
The Copper price is at the cyclical bull gateway So the play has been cyclical for months now. Gold and silver have needed to take a break after the angst-ridden…
The silver price is working off the epic and hysterical spike to and through what should have been (and ultimately was) strong long-term resistance in the 26 to 27.50 range.…
It's a patience thing. 2020 was good to gold, jerking the herds in and authenticating the perma "Got Gold?" pumpers. But 2020 is also bad for gold (in the pumpers'…
MarketWatch used to pick up my posts on rare occasion but has not done so for a long time. Maybe they think I make fun of some of their articles…
In some ways the gold miner correction almost had to happen. So says the chart below. A reminder here is that nothing is happening now that did not happen in…
Well, on the short-term at least copper is still trouncing gold as the ratio ticks a new recovery high today. The long-term is not so impressive. So whee! We're on…
Because after all, people bought gold because COVID-19 was lurking over the world's shoulder with no pandemic relief in sight. Right? So after the knee jerking machines' do their thing,…
Today is a bit of an anti-inflation, anti-value, pro-growth whiff as Tech stocks out-perform and long-term yields (but not the dogged yield curve) back off a bit. Also, there is…
Broad Markets As noted this morning to subscriber R.D. who emailed talking about the rotation to value and how it appeared machine driven. R.D.... It does seem obvious to me…
I have labored with this question for quite a while now. Would the Gold/SPX ratio hold support or lose it in favor of a fill of the February 'fear gap'?…
I am always prepared to be wrong because well, it happens, so might as well prepare for the inevitable. Gold and silver are threatening to break consolidation this morning and…