Tiho Brkan

If you are sick and tired of reading Precious Metals sentiment updates on this blog, I do not blame you. As an author of a contrarian blog, my job is to report as an objective view as possible of sentiment indicators developing within the various asset classes. Right now, it seems that Gold is one … Continue reading

Whether it was the technical oversold levels or the extreme bearish sentiment, there is no denying the fact that Gold Miners are now at bargain prices….

I’ve been discussing the equity markets quite a lot in the last several weeks, but in my opinion the real action is eventually going to occur in the commodity markets, especially in the Precious Metals sector. Over the last several quarters, this sector in particular has under-performed against equities as well as bonds. But … Continue reading

Tiho Brkan examines Bonds, Silver, US$ and some economic data…

….. it is my view that certain risk assets like Precious Metals and Agriculture will benefit much more from Fed’s QE, while other risk assets….

Market Notes…

Regardless of whether we have seen a major low or not, in the second part of the update I would like to focus on the long term Precious Metals picture, while eliminating short term market noise….

It has been a while since a Precious Metals article appeared on the blog, so we are definitely overdue for an update on the current situation. There is plenty to write about from both the short and long term perspective, so it is appropriate to break the post into two parts. The second part will … Continue reading

Daily sentiment index (DSI) has hit extreme bullish readings on Gold at 90% bulls and on Silver at 92% bulls. In a downtrend, this is a contrarian signal to sell or short the rally. In an uptrend, this is not a contrarian signal to sell or short, but just to expect prices to digest recent gains … Continue reading

This is another brilliant piece of work from Tiho Brkan, a fund manager in author of the Short Side of Long….

Market Notes Dow Jones Industrial index is now up for a fifth weekly gain, while Dow Jones Transportation has only managed one weekly gain in the last five. I continue to monitor what I believe to be a serious non-confirmational Dow Theory warning signal between these two indices, especially as the VIX remains at extremely complacent levels. … Continue reading

Checking the pulse of the global credit markets…..