LONDON, 6 January 2022 - Leading German finance magazine Das Investment today reports at length on BullionVault's latest Gold Investor Index data."Private investors in this country were more interested in gold again in December," says the report, noting that the Gold Investor Index Deutschland "climbed to a 3-month high of 57.4 points."Find Das Investment's full report (in German) on BullionVault'...Read More
This past Monday was brutal.The Dow plummeted 1,000 points. The S&P 500 lost nearly 4% of its value, and the Nasdaq lost nearly 5%.The only stocks that were paying off that day were defense stocks and ETFs that short the broader markets.But that's just the nature of the markets.Sometimes you win, sometimes you lose.Although it doesn't always have to be that way.Truth is, there is one investment y...Read More
The fear in today's market is palpable, and blood is spilling freely.You can taste it everywhere you go, like a crimson snowflake littering portfolios up and down Wall Street. Over the last three weeks alone, we've seen the tech-heavy Nasdaq shed 15%. For some people, their proclivity to panic has put them in full distress.Others, however, know that a bloody market is one of the most profitable o...Read More
About seven weeks ago, on December 7, 2021, I put out an alert with the subject line "I Hate to Say This, But..."Here's what I wrote:This is the most ominous chart I've seen in years:This is a five-year monthly candlestick chart of the SPX. The SPX is based on the 500 top companies in the United States.Each candlestick represents a month. The chart goes back to 2017.That red candlestick from two m...Read More
Russian forces have made minimal progress against Ukraine in recent days. Unlike the invader, gold rallied very quickly and achieved its long-awaited target - $2000!Nobody expected the Russian inquisition! Nobody expected such a fierce Ukrainian defense, either. Of course, the situation is still very dramatic. Russian troops continued their offensive and – although the pace slowed down consi...Read More
Crude Oil Climbs High. Is It Enough to Enjoy a BetterView?The threat of sanctions caused a stirin the markets: WTI spiked above $130 and Brent is nearing the $140 mark. Whereis crude oil going next?A possible Western embargo on Russian oilcaused oil prices to soar again on Monday, as stock markets feared persistentinflation and a consequent economic slowdown.On the US dollar side, the continuedral...Read More
This month, the Fed is expected to hike interest rates. Contrary to popular belief, the tightening doesn't have to be adverse for gold. What does history show?March 2022 – the Fed is supposed to end its quantitative easing and hike the federal funds rate for the first time during recovery from a pandemic crisis . After the liftoff, the Fed will probably also start reducing the size of its ma...Read More
After the war-driven gold rally, oilis starting to outperform. History between these two has already shown thatsomeone may suffer. Many suggest: gold miners.The precious metals corrected some oftheir gains yesterday, but overall, not much changed in them. However, quite a lothappened in crude oil, and in today’s analysis we’ll focus on whatit implies for the precious metals market and,...Read More
The gold miners’ stockshave mostly been consolidating sideways over this past half-year. They’ve been held down by periodic bouts ofheavy gold-futures dumping on Fed-tightening fears. But as those traders exhaust their selling firepower,gold stocks have formed a strong technical base that is birthing their nextmajor bull-market upleg. And a stifftailwind is mounting a...Read More
As history shows, gold and silverrallies based on geopolitical tensions are often short-lived. Yesterday, a hintof a trend reversal appeared.Don’t stop reading this mining stockanalysis until you get to the part about junior mining stocks’ analogy.Something might interest you there.While the unfortunate conflictconfronting Russia and Ukraine has intensified in recent days, gold, silver...Read More
Gold prices declined in 2021 and the prospects for 2022 are not impressive as well. However, the yellow metal’s strategic relevance remains high.Last month, the World Gold Council published two interesting reports about gold. The first one is the latest edition of Gold Demand Trends, which summarizes the entire last year. Gold supply decreased 1%, while gold demand rose 10% in 2021. Despite...Read More
A new commodity supercycle is beingdriven by a massive energy transition … And two elements are experiencing asupply squeeze that is creating huge opportunities for investors. The first is lithium, the super metalfueling the EV and energy storage boom. The second is helium, the key tofuture tech innovation and an irreplaceable necessity for semiconductors, whichare also under...Read More
Michael Ballanger looks at the recent rise in the gold price in light of what is happening in the broader markets and geopolitical activity.Before I expand upon the events of the past week that caught my increasingly illusory attention span, I wish to impart upon my readers one of the many chasms that separate the generational narratives these days. When I first entered the Hallowed Halls of Bay S...Read More
Supply shortages…That’s what is fueling the market right now. Oil companies are making out like bandits…Natural gas prices are skyrocketing…And commodities like lithium, cobalt, and aluminum have soared to newheights.But it’s not all sunshine and roses for some industries. The auto industry has seen its production plummet due to the globalsemiconductor shortage&hel...Read More
Gold continues to benefit from themarket turmoil and has apparently forgotten about medium-term problems.Meanwhile, the rising USD and a hawkish Fed await confrontation.With financial markets whipsawing afterevery Russia-Ukraine headline, volatility has risen materially in recent days.With whispers of a Russian invasion on Feb. 16 (which I doubt will berealized), the game of hot potato has uplifte...Read More
Every few years or so, the investing universe gets word about alooming shortage of a certain--usually niche--commodity. Soon thereafter,dozens or even hundreds of natural resource companies, both large and small,quickly “pivot” to said commodity and the next thing you know a commoditybubble ensues before, eventually, bursting.This script has played out numerous times with commodities i...Read More
A dramatic – and potentially lucrative – scenario may now be unfoldingin the markets for one of the most overlooked natural resources on the planet. This essential commodity – helium – is used to drive innovation formany of the world’s biggest tech companies...and it is needed to helpmanufacture everything from medical equipment to computer chips.Yet despite its criti...Read More
In line with bearish bets, miners havethrown a match. Gold, however, doesn’t want to leave the ring without a fight.How long will it stay high?While gold remains relatively firmdespite stock market turbulence, rising real yields, and bearish technicalindicators, even a confluence of headwinds hasn’t been able to knock the yellowmetal off its lofty perch. However, mining stocks haven&rs...Read More
Beware, the Fed’s tightening of monetary policy could lift real interest rates! For gold, this poses a risk of prices wildly rolling down.The first FOMC meeting in 2022 is behind us. What can we expect from the US central bank this year and how will it affect the price of gold? Well, this year’s episode of Fed Street will be sponsored by the letter “T”, which stands for &l...Read More
Technical Analyst Clive Maund examines the charts for the Market Vectors Gold Miners ETF, code GDX, and sees good cause to be positive about gold's future outlook.In this update we are going to do something that we haven’t done for a while, which is to examine the charts for the Market Vectors Gold Miners ETF, code GDX, in an effort to figure out where it is in its cycle, and as we will see...Read More