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  • Silver Poised to Surge
    By on March 23, 2015 | No Comments  Comments
    Silver is scraping major support again, after a rough couple months where speculators left it for dead.  But today’s brutal lows and extreme universal bearishness are the perfect breeding ground for silver’s next big rally.  Investors are very underexposed, while speculators have big short pos...
  • How Low Can The Euro Go? (Or Is That The Wrong Questi...
    By on March 15, 2015 | No Comments  Comments
    The euro is tanking again, as the ECB starts buying bonds for its long-promised “whatever it takes” QE program. Today’s exchange rate move is dramatic enough to generate headlines like this, from Forbes: Euro Nears Parity With U.S. Dollar And the decline is accelerating: What we’re seeing h...
  • Trading the Parabolic Dollar
    By on March 14, 2015 | No Comments  Comments
    The mighty US dollar has been red-hot in March, rocketing higher on the incredible divergence of major central-bank policies.  While the Federal Reserve’s first rate-hike cycle in 9 years looms, the European Central Bank has started aggressively monetizing sovereign debt for the first time ever....
  • Aftershocks, Part 1: That Austrian Bank
    By on March 13, 2015 | No Comments  Comments
    Sometimes little things are the start of much bigger things. Probably the most famous historical example of this is the June 1914 assassination of an Austrian archduke who, it’s safe to say, 99% of the world had neither heard of nor cared about. But the aftershocks of the deed produced the biggest...
  • Apple iWatch and Some Crazy Gold Numbers
    By on March 10, 2015 | No Comments  Comments
    As Apple starts selling its new smart watch there are some, well, crazy-sounding predictionscirculating about the amounts of gold the company might soon be buying. The math goes like this: Each gold version of the watch will contain around two ounces, and the company might sell 10 million of them a ...
  • Going for Mexican Gold
    By on March 3, 2015 | No Comments  Comments
    Mexico’s massive precious-metals belts are some of the world’s finest.  As global #1 in silver production they are obviously quite well known for the shiny-white metal.  But these belts have also been flexing their gold muscles recently, placing Mexico among the world’s top-10 producers. Mex...
  • Gold and Fed Rate Hikes
    By on February 23, 2015 | No Comments  Comments
    Gold’s sharp early-year surge has fizzled in recent weeks as investment demand faded.  The primary reason is the universal belief that the Fed’s upcoming rate hikes are very bearish for gold.  Higher rates will make zero-yielding gold relatively less attractive, argues this popular thesis.  B...
  • Is Gold Pullback Another Buying Opportunity?
    By on February 17, 2015 | No Comments  Comments
    There are reasons in the technical charts, in the fundamentals, and in investor sentiment, to believe gold is ready for at least a tradable bear market rally. In a January column, I noted that gold plunged 48% from its record high above $1,900 an ounce in 2011, to its low late last year, and was one...
  • Gold-Stock Volume Growing
    By on February 17, 2015 | No Comments  Comments
    There’s no doubt the gold-mining stocks remain deeply out of favor, collateral damage from the Fed’s gross financial-market distortions of recent years.  But sentiment is shifting, with stock traders starting to regain interest in this left-for-dead sector.  Gold-stock trading volume is really...
  • This Is What It Means To Lose A Currency War
    By on February 1, 2015 | No Comments  Comments
    The term gets tossed around a lot, but the meaning and consequences of a “currency war” aren’t intuitively clear to most people. Especially confusing is the idea that you lose the war when your currency goes up. The suddenly very strong dollar, for instance, should, one would think, be a good...
  • Investing Thoughts On Gold, Dollar And Other Stuff
    By on January 29, 2015 | No Comments  Comments
    The following notes are from the Sector Analysis section of the weekly e-letter I publish each week. While I generally cover the major market indices and individual sectors of the S&P 500, I thought I would share with you a few things that have caught my attention as of late. If you have any que...
  • This Is What Gold Does In A Currency Crisis – E...
    By on January 25, 2015 | No Comments  Comments
    Today the European Central Bank acknowledged that the currency it manages is being sucked into a deflationary vortex. It responded in the usual way with, in effect, a massive devaluation. Eurozone citizens have also responded predictably, by converting their unbacked, make-believe, soon-to-be-worth-...
  • Stock Traders Flock to Gold
    By on January 24, 2015 | No Comments  Comments
    Gold surged this week on massive buying from stock investors and speculators.  This critical group of traders and their vast pools of capital utterly abandoned gold in the past couple years.  So to see them start to flock back is a watershed event, heralding a major reversal in gold’s fortunes....
  • Can You Just Surrender In A Currency War?
    By on January 21, 2015 | No Comments  Comments
    Switzerland, as everyone knows by now, has slipped out the back door of the drunken orgy that is the modern financial system. And the other revelers are wondering if it’s time to find their own clothes and start tiptoeing towards the exit. Because the Swiss have such a big “mind share” in the ...
  • Yen Strength Weighs on Stocks While Lifting Gold High...
    By on January 20, 2015 | No Comments  Comments
    Last month I penned an article titled, “Implications for the Stock Market and Gold with a Yen Rally” in which I laid out the case for the US dollar (USD) to weaken relative to the Yen in the coming month and what the implications would be for the stock market, volatility, and gold. A key excerpt...
  • Silver Ready to Run
    By on January 18, 2015 | No Comments  Comments
    Silver looks to be on the verge of a major new upleg, finally emerging from the past couple years’ ugly sentiment wasteland.  This beleaguered precious metal recently bottomed as futures speculators threw in the towel on their extreme shorting.  And while investors’ ongoing silver stealth buyi...

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