Commentaries

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Why Gold Is No Longer An Effective USD Hedge

During the first nine years of this gold bull market, gold prices moved with a near perfect inverse relationship to the US dollar. Indeed, in the early years gold was only really moving up against the greenback, it was only after a few years that it began to appreciate against all currencies. The game plan was simple; the dollar is going down, so gold in USD terms is going up with some leverage factor. Gold worked well as both a USD hedge and as a tool to speculate on a USD decline. This is no longer the case.

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Louis James: Crisis Creates Opportunity with Junior Miners

Source: George Mack of The Gold Report 03/18/2011 Good rocks and good people are the core building blocks of successful junior miners. Casey Research Senior Editor and Mining Strategist Louis James wants to see the mineralization close up and talk to geologists to verify the powerful upside potential that may be in these stocks, which … Continue reading

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QE3 May Be ‘Unavoidable Fact of Life’: Strategist

The function would be defined as QE(n) for those familiar with the nomenclature of calculus. The US Federal Reserve may have no choice but to introduce a third round of quantitative easing, or QE3, in light of the significant headwinds facing the global economy as well as problems at home, Stephen Pope, Managing Partner at … Continue reading

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Welcoming a Gold Correction

This is an interesting time for global markets. The Nikkei followed up yesterday’s sell-off with an even bigger 11% plunge today. The Yen, however, is rising in the midst of this panic. Capital is repatriating to Japan and this is going to make their crisis even worse. The U.S. equity market is also coming … Continue reading

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Time to Trade Stocks and Silver for Gold?

Market professionals and experienced investors consider it to be common knowledge that silver has more real-world uses than its precious metal sister gold. Silver is used in coins, photography, batteries, bearings, electronics, and mirrors. Silver also aids in numerous medical applications and even contributes to helping capture and use solar energy. The Silver Institute describes … Continue reading

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Gold Price Holding up Extremely Well—the Bandwagon Has Further to Go

Investing in gold is a subject that’s been well endorsed in this publication and the spot market for gold futures has been due for a correction. But, we aren’t getting much of a correction in gold (right now) because global investors feel that investment risk is high enough to justify gold future prices at almost record highs.

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Significant Breakdown in Gold or a Short-term Bottom in Platinum?

Japan is definitely the talk of interest in capital markets. The economic fallout in the recent days did not lag much behind nature’s destructive forces. The financial aftershocks gathered force as investors fled from assets deemed risky such as stocks, oil and gold (the latter is quite surprising).

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Gold, Silver and Mining Stocks Decline as Stocks Lead the Way

It’s been only a few days since we’ve posted our latest timing-related essay on gold and silver prices, and since that time the situation has changed dramatically. Before providing you with the main point of this essay, we would like to comment on one of the questions that we’ve received recently.

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