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  • 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...
  • Gold Rally Has Technical and Fundamental Support.
    By on January 17, 2015 | No Comments  Comments
    Gold plunged 48% from its record high above $1,900 an ounce in 2011, to its low late last year. That was a sizable bear market move. Shorter-term, it was one of last year’s worst performers, down 15% for the year. In a recent column, I noted how at year-end, investors looking for the next year’s...
  • Market Forecast Service: Save 25% In January!
    By on January 12, 2015 | No Comments  Comments
    Remove the uncertainty from your investment decisions by becoming a subscriber to our bundled Market Forecast Service. Gain immediate access to the complete range of this ‘all-video’ Market Forecast Service that comprehensively covers domestic U.S Markets, Major International Markets a...
  • Gold Stocks Turning Up
    By on January 10, 2015 | No Comments  Comments
    The gold miners have seen impressive investor interest in their beaten-down stocks in this young new year, with capital inflows fueling a sharp rally.  And this buying is likely just beginning, as major market changes are afoot that should catapult gold much higher.  With gold stocks trading at fu...
  • Scenes From a (Suddenly) Nude Beach
    By on January 3, 2015 | No Comments  Comments
    Warren Buffett’s classic observation that “You only see who’s swimming naked when the tide goes out” is being tossed around more frequently these days, as the world gets yet another deflation scare. Zero Hedge just published a great piece on this topic, which should be read in its entirety. ...
  • 2014 In Review: How Could Gold Bugs Have Been So Wron...
    By on December 30, 2014 | No Comments  Comments
    Twelve short months ago, the immediate future looked like a lock. Overvalued equities had to fall, ridiculously-low interest rates had to rise, and beaten-down precious metals had to resume their bull market. The evidence was overwhelming. Debt in the developed world had risen to $157 trillion, or 3...
  • New African Gold Miner
    By on December 28, 2014 | No Comments  Comments
    The 2000’s gold bull has brought a lot of attention to West Africa.  This attention has not always translated to success given the unstable geopolitical environment in this part of the world.  But the diligent miners able to endure and overcome the challenges have been rewarded with some maj...
  • Implications for the Stock Market and Gold with a Yen...
    By on December 24, 2014 | No Comments  Comments
    Since late 2012, the Yen has fallen nearly 40% as the Bank of Japan (BOJ) has launched an all-out war to devalue its currency. The forces that would likely drive this push were no mystery. As outlined on Financial Sense in June 2012 (see Massive Japanese Debt Monetization Is Coming, Yen to be Deval...
  • Gold Stocks Shine In 2015
    By on December 22, 2014 | No Comments  Comments
    Gold stocks have suffered a miserable few years, becoming a laughingstock even among contrarians.  But this despised sector’s seemingly-endless downward spiral has left gold stocks vastly undervalued relative to gold, which drives their profits.  The fundamentally-absurd disconnect between gold-...
  • This Is What Gold Does In a Currency Crisis!
    By on December 17, 2014 | No Comments  Comments
    To say that gold is in a bear market is to misunderstand both gold and markets. Gold isn’t an investment that goes up and down. It is money in the most basic store-of-value sense. Most of the time it just sits there, and when its price changes in local currency terms that says more about the local...
  • SPX Topping Valuations 4
    By on December 15, 2014 | No Comments  Comments
    The prevailing valuations in the lofty US stock markets are increasingly becoming a bone of contention.  Wall Street calmly asserts stocks are fairly valued or even cheap, since it has a huge vested interest in keeping people fully-invested.  But a growing chorus of dissenters is disputing that id...

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