Sentiment

Bloomberg: Gold Traders most Bullish Since 2004

According to Bloomberg, Gold traders are the most bullish they’ve been since 2004. The survey shows 21 of 22 respondents expecting Gold to rise this week. Gold is up 26% year to date and has benefited from the Euro...

Precious Metals Sentiment

Great Post from the Short Side of Long: I’m not really sure if you want to classify Gold and Silver as commodities or currencies – that is upto you. I am a strong believer that these two assets are...

Gold and Silver Speculators Have Left the Building

Gold and Silver Speculators Have Left the Building by Jordan Roy-Byrne We use a combination of sentiment analysis and technical analysis in market timing which often gets a bad name courtesy of mainstream retail nonsense. The dumb money tries...

Central Fund of Canada

Was at a discount to NAV of 1% as of yesterday’s close.  CEF does not spend too much time with gold and silver bugs allowing it to go at a discount.  I am buying some to add to PM...

Gold in Excellent Position for Seasonal Breakout

This material is an excerpt from a premium update Last week we wrote about Silver so this week we decided to provide an update on Gold. In looking at the price action and sentiment indicators we find that Gold...

The Silver Platter Opportunity

Every few years, a tremendous opportunity arises. The autumn months of 2007 and the autumn months of 2008 offered such an opportunity to buy silver. That $11 silver price is long gone. Many smart folks seized it. Whatever can...

Mark Hulbert: Gold Traders Strangely Subdued

Mark Hulbert’s HGNSI (a sentiment indicator) was 74% at the recent all-time high. Now it is only 20%. Gold has remained firm as most assets- including gold and silver shares, have declined. Consider the average recommended gold exposure among...

Net-Non Commercial Long Positions in Silver

This is also known as the “speculative long position.” The chart is from ZeroHedge.com.

Gold at Record Highs, but Bullish Sentiment Lags

Over the past few weeks Gold has traded at or near record highs. It has yet to embark on a sustained breakout but that is not because Gold is a crowded trade. In recent months money has moved into...

The Driver for Gold You are Not Watching

From Jeff Clark of Casey Research… You already know the basic reasons for owning gold – currency protection, inflation hedge, store of value, calamity insurance – many of which are becoming clichés even in mainstream articles. Throw in the...