This is the opening segment from the May 15 edition of Notes From the Rabbit Hole, NFTRH 395. I am releasing it for public viewing because it seems, the title's…
Among a select group of writers (aside from myself) published at Biiwii is Keith Weiner of Monetary Metals. This morning we have published the following... Gold Demand Falling He is…
I could write a long, detailed post trying to encompass global stock markets (generally bearish), commodities (bounce very mature) and bonds (mixed views, depending upon the flavor) but that is…
Just a public service reminder from your friends at NFTRH that a rising Gold-Silver ratio would go hand in hand with pressure on most asset markets. So, you might want…
Excerpted from NFTRH 394's 20 page review of the precious metals sector, which included the following segments... Part 2: Gold Miner Weekly Charts (AEM, GG, HL, ABX, KLDX, NGD, NEM,…
There has been a lot of talk about how gold is not a good inflation hedge. Indeed, with the recent bounce in inflation expectations, this was shown to be true…
...it will only matter when it matters. Playing it straight, the speculative interests (big net long increase this week) are right as they always are while the current trend is…
Referencing one of our main themes for the last half a year, the case for the gold sector is supported by the case for economic deceleration. It is not supported by inflation, as in the recent bounce in inflation expectations as the US dollar declined.
The gold sector often rises with inflation expectations as silver out performs gold and so do commodities. But the gold sector’s fundamentals are fed by counter-cyclical activity and today’s payrolls report was right in line with that. In the ‘pullback’ update on Wednesday we also noted that the ‘gold ratio’ macro indicators remained positive as well…
What has been going on since mid-February is a burst of the 'inflation trade' as evidenced by silver's leadership in the precious metals sector. This opened the barn door for…
I am not saying this is the top in the silver-gold ratio (SLV-GLD), but I am saying that if this is the top (for this phase) then commodities and the…
Below is the first segment of this week's edition of Notes From the Rabbit Hole, NFTRH 393: The Fed has been trying to promote inflation. That is not the guy…
With reference to the previous posts about about weak economic data, the fundamentals for gold are getting a boost in this data. Durable Goods, Machine Tools and Consumer Confidence have all decelerated. The risk of the Fed being sensitive to inflation may have been reduced here in favor of not wanting to tank the markets.
We talk a lot about FOMC stuff, inflation stuff and silver stuff. At 40 easy to read pages (w/ lots of graphical data backing up the themes) NFTRH 392, the…
On March 4 we reviewed the technical reasons why the gold sector was launching as opposed to blowing off. This, after articles began appearing calling the rise to that point…