We have noted that gold vs. oil and gold vs. commodities have been improving, along with other items that are potentially positively impacting gold mining operations, slowly but surely even as the hype about the extinction of the sector became very loud.

Gold-Oil (GLD-USO)…

Continue reading “Gold Sector Fundamentals Update”

We have long discussed waiting waiting and waiting some more… for an opportunity to buy this sector on price destruction while at the same time its fundamentals are improving.  I want to pop up a few charts showing the sector and macro fundamentals.

Continue reading “Gold Miner Fundamentals (Macro & Sector)”