Commentaries

When it comes to picking gold mining names in the current market environment, John Stephenson, author and portfolio fund manager at First Asset Investment Management, believes that buying the “best of breed” is the way to go. In this exclusive interview with The Gold Report, he explains his reasoning in light of how the … Continue reading

Weekly Gold Review

Gold rallied this week hitting its highest in a month and breaking above its 200-day moving average

The expected break out on gold stocks failed to eventuate in 2011 as market leader NCM headed south during September. Most gold equities here finished the year weak and ready for a bounce. The elite stocks held in our Educational Portfolio (as higher weightings) did exceptionally well however, yet the sector performance dragged back the overall results for 2011.

GDX gained by 0.75% while GDXJ gained by 0.64%  and SIL  declined by -0.49% Here are today’s best  performing Silver and Gold stocks:

GDX declined by -0.37% while GDXJ gained by  0.23%  and SIL  declined by -0.88%   Here are today’s best  performing Silver and Gold stocks:          

This may be the year that weaker member-states are booted from the euro.

Gold bugs argue that Gold is far from being a Bubble. Especially not when you look at the following comparison, which plots Gold’s rise versus the Nasdaq’s rise in the 1990′s.

Commodities In Characteristic Selloff

All bull markets have similarities and all equity bull markets have strong similarities. They go through similar phases. Most bull markets start off slow and then build towards what we like to say is an acceleration into a bubble and potential mania. In last weeks editorial we noted how bull markets, prior to the bubble … Continue reading