Commentaries

The destruction culminating in late June in the gold price brought out the usual suspects to school us ever since about why gold is all done as a worthy investment in an era of economic revival, compliments of heroic policy making by Ben Bernanke and Associates.  Perceptions are now fully cemented toward policy maker control … Continue reading

n our previous essay we focused on silver’s relationship with the general stock market.

According to Reuters, Fed stimulus has helped fuel the S&P’s gain of nearly 19 percent in 2013.

My first article is based our just-released Market Overview (monthly reports).

Without a doubt, the recent weeks were tough for the U.S. currency.

The commodity complex is famous for a sort of ‘Whack-a-Mole’ quality to it.  Do you remember back in the go-go days when it was NatGas (2005)?  Uranium (2007)?  Crude Oil (2008) and then a cluster of Copper (2011), Grains (2011) and Silver (2011)? Well today none of them are doing much.  Oil went up but … Continue reading

We have used the ‘continuum’ (monthly chart of the 30 year yield) for years now to define tops in inflation expectations (red arrows at or around the EMA 100) and tops in deflationary fears (green arrows). 30 yr yield & 30 yr – 2 yr spread With the help of a MACD cross over (not … Continue reading

When we take into account last week’s events, it seems that the yellow metal is more sensitive to signs of tapering than any other asset.

From 2006 the Bank of England’s Annual Report has declared the quantity of gold in its custody, including the UK’s own 310 tonnes.

If you want to be an effective and profitable investor you should look at the situation from different perspectives and make sure that the actions that you are about to take is really justified.

The following is excerpted from a commentary originally posted at www.speculative-investor.com on 28th July 2013.

Yesterday, gold climbed up to over $1,347 per ounce after the U.S. dollar slipped against other currencies.