Jordan Roy-Byrne CMT, MFTA

It’s often said that commodity shares should lead the actual commodities. While this isn’t always the case, it often is at market turning points. Months back we noted the relative weakness in Gold and Silver shares and deemed it a reason for caution. It took more than a few weeks but our caution was vindicated … Continue reading

In this 22-page subscriber update we look at Silver and the silver stocks and mention support/resistance levels for Gold, Silver as well as a host of silver stocks. Click Here to Learn More & Subscribe

I must confess I am a gold bug both philosophically and in terms of investing. We are entering a golden age for Gold as the bull market is destined to reach amazing heights and real and honest money reemerges as legal tender against fiat currencies that will soon be at the mercy of a sovereign … Continue reading

In a word, no. We divide our rationale into three parts. Macro Back in 2008, a recession was beginning, the private sector was in intense deleveraging mode and the credit markets foreshadowed what was to come in the equity and commodity markets. Today we are seeing growing credit stress on the sovereign side and not … Continue reading

I was interviewed by Al Korelin of the Korelin Economics Report yesterday. Click Here to Listen, it is segment 7

Gold and Silver equities have led the markets lower and have underperformed the metals significantly this year. For the past month or so Gold has firmed and Bonds have moved higher as most asset classes have declined. Unfortunately mining equities have been among the worst performers. However, our work leads us to believe that an … Continue reading

Harris Kupperman is head of Praetorian Capital, a hedge fund which has been fantastically successful. Harris traveled to Mongolia because he believes it has major growth ahead over the next twenty years and he wanted to see it first-hand. He realized the best way to get investment exposure to Mongolia was to start a company … Continue reading

“Dan Rather Reports” presents an in-depth interview with Neil Barofsky, who recently stepped down as the Special Inspector General for TARP, more commonly known ; as the $700 billion dollar taxpayer bailout of the country’s biggest banks. Barofsky warns that the safeguards that are supposed to be in place to help avoid another bank meltdown … Continue reading

Brent Cook is an excellent, well-respected newsletter writer. Have a listen:   [ad#TDG Premium 468×60]

These are two videos from Kitco, coming from the recent Cambridge House Gold Show in Vancouver.   Here is part two: [ad#TDG Premium 468×60]

While Gold is only 2% from all time highs, the gold stocks have struggled and underperformed badly. This is reminiscent of 2008, although we don’t think a similar result is coming. The fact is as QE 2 ends and the failed recovery peaks, money is moving out of risk assets and into Bonds. Gold is … Continue reading

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 a subset of the shortest-term gold timers tracked by the Hulbert Financial Digest (as measured by … Continue reading