Commentaries

Posted on

ShortSideofLongBlog: Bonds & Gold in Euphoria

The following is from the ShortSideofLong Blog: I have to admit, I love the “Safety Crowd.” In case you don’t know what that means, it’s a term I coined for those who interpret every single set of news as bearish, regardless of it being inflationary or deflationary. This group of investors is also known as … Continue reading

Posted on

This past week in gold

8/20/2011 GLD – on buy signal. SLV – buy signal this week. GDX – on buy signal. XGD.TO – on buy signal. CEF – buy signal this week. Summary Long term – on major buy signal. Short term – on buy signals. So far we have no set ups to re-enter this market and we … Continue reading

Posted on

The Catalyst for Consolidation in the Gold Sector

The Gold and Silver business is one that naturally involves consolidation. The industry product is the same and the business is such that mergers and acquisitions are commonplace. As many readers know, the secular bear market of the 1980s and 1990s had an obvious impact on the exploration side of the business. Larger mining companies … Continue reading

Posted on

Gold Stocks Break to New Highs Against Equities

In our most recent commentary we wrote about the relative strength in the gold equities. Gold equities have not only bucked the downtrend in the equity markets but in relative terms are breaking to new highs against equity indices. In the chart below we plot precious metals prices, GDX versus the Morgan Stanley World Index … Continue reading

Posted on

Today’s Winners and Losers

GDX declined  by -0.10% while GDXJ declined by -3.29% and SIL  declined by -3.71%   Here are today’s best  performing Gold stocks:         Here are today’s worst  performing Gold stocks: Here are today’s best  performing Silver stocks:     Here are today’s worst  performing Silver stocks:    

Posted on

Back To The Future: Gold, JPY, DAX, Paulson… CRASH !?!?

We have written many articles over the past couple of months whereby we compared historical price movements with current developments. To show you a couple of them: *Gold Headed To $5,000 per ounce? *Silver 2006 vs Silver Today, Does It Look Familiar? *USD-JPY: Let The Crash Begin To make the comparisons easier, I developed an … Continue reading

  • As seen on: