Year: 2012

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What’s the Dumb Money Doing Now?

Back in May, as the stock market was heading into its final decline prior to this year’s seemingly improbable second half rally, I wrote an article called Dumb Money Sold in May and Went Away.  Later, this view was backed up with positions in global emerging bonds and markets, global bonds, developed global markets, frontier … Continue reading

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Greg Weldon’s Near-Term Analysis of Gold & Silver

Greg offers a free, one-time, 30-day trial of three different research publications: 1)  Weldon’s Money Monitor (global macro); 2) The Metal Monitor (precious metals markets) and 3) The ETF Playbook. Click the link to sign up for a free trial and gain immediate access to Greg’s latest research including this week’s Macro-Market Metal Monitor which … Continue reading

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TheDailyGold Premium Model Portfolio Hits All-Time High

In the past few days, TheDailyGold Model Portfolio reached a new all time high even though GDX and GDXJ remain well below their all time highs. As of Friday’s close, the portfolio was up 31.9% YTD compared to a 0.5% YTD gain for GDXJ, our benchmark. GDX is higher by 4.3% YTD. Since January 2011, … Continue reading

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Systemic Stress is Building, and it’s Bullish (for now)

  Using the spread between 30 year and 2 year US Treasury yields, we can gauge when policy makers are in control of market participants’ perceptions and when they are losing control to the free market’s will. Operation Twist was announced in September of 2011 in the aftermath of the first phase of the … Continue reading

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