Commentaries

We most recently discussed the long-term performance of the gold/silver ratio only two months ago, but the subject is sufficiently important to warrant some repetition.

The correction in the gold price continued this week, falling another $40 to a low of $1290 yesterday.

The story that commodities are at the centre of China’s shadow banking system has gained prominence in recent weeks.

Briefly: In our opinion short speculative positions in gold (half), silver (half) and mining stocks (full) are justified from the risk/reward perspective.

Briefly: In our opinion short speculative positions in silver (half) and mining stocks
(full) are justified from the risk/reward perspective.

This week gold fell from a high of $1390, achieved late on Sunday night European time, to a low of $1322 last night before rallying $15 on London’s opening this morning.

There is a fascinating story from Robert Peston, the BBC’s business editor about his interview with Hank Paulson, who was the US treasury secretary at the time of the Lehman crisis.

Briefly: In our opinion short speculative positions in silver (half) and mining stocks (full) are justified from the risk/reward perspective.

Rick Rule of Sprott US Holdings believes the resources bull market is about 18 months from arriving….

Can the gold price be fundamentally related to some other economic variables?