Jordan Roy-Byrne CMT, MFTA

Posted on

Large Cap Miners Underperforming the Juniors and Silver Stocks

While the precious metals sector has consolidated and struggled to find a bottom, an important development has taken place. First, lets harken back to 2007-2008. Large cap mining stocks peaked in March 2008, yet the speculative sides of the sector “gave out” far earlier. The juniors and silver stocks actually peaked in April 2007. That … Continue reading

Posted on

Interview with Marc Faber 4/24

Marc Faber joined us and discussed his view of gold stocks, exploration companies, the price of Gold, when QE 3 will start and more.

Posted on

Gold and Silver Enter Period of Low Volatility and Disinterest

Gold and Silver have been correcting multi-year advances. In this article we illustrate what ultimately develops as these corrections progress into consolidations. Namely, volatility declines, general interest in the market evaporates and this produces sentiment that is conducive for an important bottom. Because these are long-lasting, sustained corrections, the bottoms take time to develop. There … Continue reading

Posted on

No Pain, No Gain

The following is from a subscriber update…. First things first. We will be heading out tomorrow to visit Urastar (URA.v)’s El Antimonio project in  NW Mexico, so we will have limited access to email. The subject is trite but true. The catalyst for the big rebound in this sector will be ……. That won’t happen … Continue reading

Posted on

Recent Fund Outflows in Gold and Commodities

According to EPFR Global, who tracks money flows: Investors pulled $636.2 million from commodity funds in the week ended April 11, the most since early January, Massachusetts-based EPFR Global, which tracks money flows. Gold and precious metals outflows totaled $290.3 million, the biggest exit since Dec. 28, he said. If you recall, the Gold market bottomed … Continue reading

Posted on

Are Gold Stock Fundamentals Still Bullish?

In the face of a correction or poor price action, we’ll often hear analysts proclaim the bullish fundamentals of precious metals. While this is true on a structural and secular basis, it doesn’t mean the market always advances every year or two. We’ve written about the wall of worry phase and how progress in the … Continue reading

Posted on

Failed Bottom in Gold Stocks Initiates Start of Capitulation

It was only a week ago we felt the gold stocks had a great chance of putting in a bottom. Monday supported our thesis but after Tuesday’s action and Bernanke’s jawboning it was apparent that the gold shares were in for a very difficult period. We immediately went long DUST to hedge long positions and … Continue reading

Posted on

Did Gold Stocks Bottom Last Week?

The gold stocks have frustrated investors for several reasons. First, the sector has had a general inability to keep pace with Gold and that struggle has been particularly incensing over the last year in which Gold has gained. Second, the substantial rebound in the equity market has provided no lift. We know that the gold … Continue reading

Posted on

Meadow Bay Gold 3/29

This is an interview with Meadow Bay Gold CEO Bob Dinning. Meadow Bay Gold Corp’s(otcqx:MAYGF) principal asset is the Atlanta Gold Mine project, which produced 120,000 oz of gold between 1975 and 1985. An internal resource estimate (Not compliant with NI 43-101) of approximately 464,000 oz of gold at a high cut-off of 1.8 gpt … Continue reading

  • As seen on: