Treasuries | The Daily Gold

NFTRH136 Wrap Up (Extended Version)

May 17, 2011

This week’s edition of Notes From the Rabbit Hole extrapolated the violent changes in the gold-silver ratio into an intermediate view of macro markets. We reviewed topping structures across various commodities and importantly, gold’s ratio to these commodities, as...

US Treasury Bond Interest Rates: Nowhere to Go But Up

Mar 16, 2011

Charts from contraryinvestor.com show that, as of right now, there is going to be almost $1.8 trillion in US Treasury debt maturing this year, and all of it will need to be “rolled over” by issuing new debt. Perhaps it...

Gold and the End of QE2

Mar 02, 2011

After months of consolidation, gold has rallied to make new all-time highs. Depending on your position size, $1320, $1350, and $1375 were points to add. I nibbled above $1320, but missed $1350. No problem: I have a very healthy long...

Gold Will Outperform After Stocks Peak

Feb 07, 2011

At the end of December we posted a commentary titled “Three Things that could Halt Gold’s Run.” We theorized that strength in conventional markets pressures Gold. When stocks perform well, mainstream gurus and stock jocks can ignore Gold. Here...

Has the U.S. Treasury Implosion Begun?

Dec 15, 2010

I’ve been consistently warning that U.S.government bonds will eventually implode. Using history as a guide, I know that when the sell-off in bonds begins, it will be very swift. The magnitude of panics are inversely correlated to the degree in...

The One Reason you Have to Own Gold & Silver

Dec 15, 2010

Analysts and pundits provide various reasons for the bull market in Gold. This includes emerging market demand, low interest rates, money printing, central bank accumulation, central bank policies and falling gold production. These are all good reason but there...