vs. Gold
No matter whether or not gold resumes its correction, as these ratios trend down the proper macro backdrop is in place for a bullish view on the counter-cyclical gold stock…
No matter whether or not gold resumes its correction, as these ratios trend down the proper macro backdrop is in place for a bullish view on the counter-cyclical gold stock…
Just another update on the view of cyclical and/or risk 'on' items vs. relatively counter-cyclical (and risk 'off') gold. Draw your conclusions as you will using the proximity of the…
We are getting ready to head back home from NYC, but I wanted to get you a quick view of gold's ratios to other asset markets and see if we…
With no commentary, as the theme should be obvious. Although I’ll note it is not a pro-gold bug post (they’re doing enough chest thumping on their own), it is a ‘pro-preferred big picture theme, but perhaps pushing an inflation play out further’ post.
Gold (GLD) vs. SPY

GLD vs. USO
While gold vs. the S&P 500 has not done much yet, I want to show a view of gold vs. a couple market leaders, the Russell 2000 and Biotech index, looking constructive.