In this video update we cover treasuries, junk bonds, the Nasdaq, Silver and gold miners….
This week’s edition of Notes From the Rabbit Hole extrapolated the violent changes in the gold-silver ratio into an intermediate view of macro markets. We reviewed topping structures across various commodities and importantly, gold’s ratio to these commodities, as this is primary to the investment case for premier gold stocks, both producers and explorers. Targets … Continue reading “NFTRH136 Wrap Up (Extended Version)”
Charts from contraryinvestor.com show that, as of right now, there is going to be almost $1.8 trillion in US Treasury debt maturing this year, and all of it will need to be “rolled over” by issuing new debt.
Perhaps it is also instructive that they also note that “Just shy of 50% of UST debt ‘rolls’ within three years.
After months of consolidation, gold has rallied to make new all-time highs. Depending on your position size, $1320, $1350, and $1375 were points to add. I nibbled above $1320, but missed $1350. No problem: I have a very healthy long position and I am not inclined to get leveraged here. That being said, I will add … Continue reading “Gold and the End of QE2”
At the end of December we posted a commentary titled “Three Things that could Halt Gold’s Run.” We theorized that strength in conventional markets pressures Gold. When stocks perform well, mainstream gurus and stock jocks can ignore Gold. Here is a snippet of our comment: Currently, stocks are performing well as are commodities led by … Continue reading “Gold Will Outperform After Stocks Peak”
I’ve been consistently warning that U.S.government bonds will eventually implode. Using history as a guide, I know that when the sell-off in bonds begins, it will be very swift. The magnitude of panics are inversely correlated to the degree in which investors are deluded. Some of the most ignorant comments I’ve ever heard have been on … Continue reading “Has the U.S. Treasury Implosion Begun?”
Analysts and pundits provide various reasons for the bull market in Gold. This includes emerging market demand, low interest rates, money printing, central bank accumulation, central bank policies and falling gold production. These are all good reason but there is one reason which stands apart and will drive precious metals to amazing heights. It is … Continue reading “The One Reason you Have to Own Gold & Silver”
Since the emergence of the European Debt crisis in April 2010, treasuries have been in a strong uptrend as investors have been seeking protection from risky assets.April to August 2010 was a deflationary period, similar to the fourth quarter of 2008 when treasuries soared higher before the massive government stimulus. Stocks have been in a … Continue reading “Investors Rush Into Gold and Silver as U.S. Treasuries Show Signs Of Weakness”
Welcome to the Big Leagues. I keep telling the gold community that the Chinese people and Chinese corporations should not be confused with the Chinese Gman scumbag…..
Both the gold stocks and Silver had big 3% gains today. As you can see from the chart below, both markets are nearing a test of 2008 resistance. A move past the 2008 highs would be an important breakout. However, it is important to note that in both Silver and various large-cap gold stock … Continue reading “Gold Stocks and Silver Nearing Huge Breakout”