How High Can Gold Stocks Go?
"How high can gold stocks go?" is the question of the day Considering that the HUI Gold Bugs index is sitting squarely on the long-held NFTRH target * of 500…
2 Comments
August 29, 2025
Gold/SPX Ratio Ticks a 4+ Year High
The Gold/SPX ratio is ticking a 4+ year high and attempting a base breakout (all part of our counter-cyclical plan) In another sign of a counter-cyclical market/economic environment, not to…
Comments Off on Gold/SPX Ratio Ticks a 4+ Year High
March 10, 2025
Gold Ratios Progressing, Gold Miners to Benefit
Gold Ratios are indicating our projected countercycle is slowly coming to be and that is to the benefit of the gold mining industry Gold ratios such as those to Oil/Energy…
January 31, 2025
Why Not Write About A Gold Miner? New Gold (NGD)
Gold miner New Gold (NGD) is recovering nicely Why not? Why not write some fun to write posts on individual positions (miners or otherwise) once in a while, instead of…
September 12, 2024
Gold Ratios: Proper Gold Mining Macro Takes A Big Step Forward
Gold's standing relative to cyclical markets continues to improve, thus, so does the macro backdrop for gold mining equities Without digging up too much theory and analysis from the past,…
September 6, 2024
Gold is a Counter-Cyclical Anchor
As inflation signals moderate and Goldilocks gets pumped, gold is forecasting something more virulent for Q4 - H1, 2025 While this is not an article about gold mining, it is…
May 10, 2024
Will Gold Mining Stocks Look Past Q3?
Gold mining stock charts have not yet confirmed a sustainable rally, and Q3 fundamentals may be a headwind We have used this daily chart of the gold stock ETF, GDX…
Comments Off on Will Gold Mining Stocks Look Past Q3?
October 27, 2023
Gold: The Anti-Bubble
Gold is not a risk asset, it is an insurance policy, and the gold mining industry will one day leverage that characteristic Just as a standard financial insurance policy is…
August 25, 2023
Gold Stocks: Nothing Special
In the current macro setup, gold stocks are nothing special (yet) They are at it again. Articles catching on to the US dollar breakdown are appearing in the smaller media…
Comments Off on Gold Stocks: Nothing Special
July 19, 2023
Inflation bugs puking for the wrong reasons after April PPI report
The April PPI report continues the disinflationary theme The April PPI report came in to the disinflationary side, and as a side note unemployment claims jumped to the highest level…
Comments Off on Inflation bugs puking for the wrong reasons after April PPI report
May 11, 2023
NFTRH 737
NFTRH 737 Merry Christmas folks, and happy holidays of all persuasions. Let's jump into an abbreviated, summary style report [edit: of course it did not quite go that way as…
December 24, 2022
Hoye, oh boy! The proper gold stock sector fundamentals
Bob Hoye presents a look at the proper - as opposed to imagined by legions of anti-dollar, inflationist gold bugs - gold stock sector fundamentals You've heard me go on…
December 19, 2022
As inflation signals fade, the gold mining sector outperforms
The gold mining sector is doing what it should do amid fading inflation If you have tuned out inflationist gold bugs since mid-2020 you are now in position to capitalize,…
December 9, 2022
IKN on Anger and the “State of the Mining Industry”
So February comes around (with HUI at a long-held NFTRH target by the way) and I complain about the golden bull horns mustering the troops onto the Au 3000 Express…
Comments Off on IKN on Anger and the “State of the Mining Industry”
May 29, 2019