Commentaries

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Paolo Lostritto Outlines the Lombardi Method of Gold Investing

TICKERS: BTG; BTO; B2G, FNV, LYD, MPV, NGD, PLG, R, RGLD, SMF, SAC; SOHAF, TGM, YRI; AUY; YAU Source: Brian Sylvester of The Gold Report  (1/8/14) Deflation, inflation and reinflation all play into scenarios for the gold price and precious metals equity markets, as outlined by Paolo Lostritto, former director of mining equity research at National Bank … Continue reading

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Precious Metals: Risk Management to Opportunity

What Has Been A solid 2.5 years of risk management (to varying degrees) has been required of precious metals investors.  It was most intensely required after the announcement of QE3, when the net commercial short position in silver began a relentless march toward a very bearish alignment in late 2012 and then the HUI Gold … Continue reading

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Gold and silver on the turn?

Encompassing the year end and its holiday on Wednesday, this week has been notable for precious metals.

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Time-preference and gold

The future price of gold cannot be discussed without considering its implied discount rate expressed through time-preference.

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Lessons for the Future

In the last Market Overviews (and also to a considerable extent in the last several Premium Updates) we have discussed in detail differences between tapering and tightening.

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STRONG DOLLAR? MAYBE NOT!

Sentiment in the financial markets always gets re-balanced by two variables: time and price.

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