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Interestingly, over the past six years Gold & Silver have not been correlated to rising inflation expectations. They have appeared to lead inflation expectations by several months. Recent increases in inflation expectations have led to rising real interest rates, which is bearish for Gold & Silver. The last time inflation expectations peaked and rolled over … Continue reading

Gold and gold stocks showed unexpected strength last week, and although they closed the week in a disappointing fashion, their larger outlook is growing increasingly positive as multiple catalysts abound.   We have touched on the Fed rate hike cycle catalyst.   In seven of the last eight rate hike cycles, Gold and gold … Continue reading

The 28-page update was published and emailed to subscribers very early Sunday AM.

Real yields have broken out to a new 52-week high. The market has priced in 4 rate hikes in 2022. Long-term yields have risen. The dollar is near its recent high. All of this and Gold has held strong and pushed higher. It is very bullish when a market ignores bad news. The key technical … Continue reading

Jordan Roy-Byrne, Founder and Editor of The Daily Gold, joins us to review the reversal in fortunes for the precious metals sector, where it has diverged from traditional expectations and rallied this week into the headwinds of negative macroeconomic factors. This has Jordan very constructive on the PMs moving forward, and he feels the worst … Continue reading

The 3-page update was published and emailed to subscribers at 2:45 PM EST.

The 24-page update was published and emailed to subscribers Sunday afternoon.

History shows that whatever the ongoing regime is (be it inflation, disinflation, or accelerating inflation), Gold usually bottoms around the start of a Fed rate hike cycle.   Considering the five most significant bottoms in the last 50 years (1971, 1976, 1985, 1999, 2016), we find that all but one coincided with the start … Continue reading

Cycles analysis is popular but it’s subjective and therefore not actionable. There are two recent popular cycles that failed in recent years. Moreover, with respect to Gold’s 8-year cycle, it was not helpful during the bull market in the 2000s nor the 1970s. I sketch out 3 potential scenarios for Gold and in each scenario … Continue reading

In this video we analyze Gold’s past performance during Fed rate hike cycles. Gold typically rebounds after the start of the cycle. If there is increasing inflation, then Gold can continue to trend higher as it did in the 1970s and also the mid 2000s. Most recently, the end of the cycle has been a … Continue reading