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Junior Gold Stocks Update

As subscribers know, twice per month I update the junior gold sector (also the junior silver stocks). I have proprietary indices and I cover the stocks in these updates. Also once per month I update the companies in terms of fundamentals and news announcements. Monday’s update, GSL #28.1 looked at the JR Gold sector. Our … Continue reading

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Gold Sector Sentiment Update

Over the last few weeks we’ve been writing about potential macroeconomic developments, which will drive Gold in the near term and in the years ahead. We thought we’d take a break from that and focus on what we enjoy most: analyzing technicals and sentiment….

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CFTC Reports New Net Speculative Euro And Cable Record Shorts

The CFTC’s latest weekly Commitment of Traders report shows that after a brief respite, potentially dictated by Goldman’s very temporary euro bullishness, the euro is back to having a record number of non-commercial futures-only positions at -74,917. This is a more than 50% increase from last week’s -46,341. As a reminder the prior euro net short record was -74,551 two weeks ago…

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Watch the Bond Market, Not Bank Lending or Velocity

A few weeks ago we wrote about the true cause of hyperinflation, which is a major break or failure in the bond market. It has nothing to do with demand, bank lending or the velocity of money as many have suggested. It is a confidence issue….

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Gold Sentiment Updated

…I look at many things to track sentiment. In terms of Gold we have COTs and various sentiment surveys among other things. The ISE put-call data has been the most reliable…

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Where is the Value in the Precious Metals Sector?

…Interestingly, the best value is now at the very bottom of the food chain. Some people call these the crap juniors or the garbage juniors. I refer to them as the lower tier juniors…

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