The sentiment shift is still subtle, but it’s both real and widespread. After a few years of being ignored and/or dismissed as basically useless, gold is cool again, attracting positive press and increasing accumulation by big investors. India, for instance, imported less gold than usual in the first part of this year but lately has […]
Last Week Was Just A Taste Of The Coming Gold Short Squeeze
The gold and silver futures markets got even more unbalanced last week, with speculators (who are usually wrong at the extremes) going as short as they’ve ever been and commercials going even more long. Here’s the gold data in chart form: These are historically huge imbalances that – if the action in the paper markets […]
12 Rules For Investing In Junior Miners
Stock discussion boards can be exhausting places, with nuggets of wisdom and occasionally actionable information buried in mountains of invective and aimless meandering. But the nuggets are sometimes worth the search. Here — courtesy of a poster called doourdiligence — are 12 rules for junior miner investing that would, if followed, make the sector a […]
Marin Katusa’s Top Gold Miner Takeover Candidates
Commodities analyst Marin Katusa makes a compelling case that regardless of what gold does in the near term, some miners are likely to be bought out at nice premiums to current prices. Here are two of them: The Right Price: Are Pretium Resources and Detour Gold for Sale? The gold market is in a funk. […]
The Paper Gold Market Is Screaming “Short Squeeze”
Every once in a while the trading action in a given market breaks through its historically normal boundaries and starts exploring new territory. This can mean one of two things: Either something fundamental has changed, creating a “new normal” to which participants will have to adapt. Or the extreme move is a temporary aberration that […]
Gold And Silver Are Acting Like It’s 2008. They May Be Right
2008 has special significance for gold bugs, both because of the money they lost in August of year and the money they made in the half-decade that followed. Today’s world is beginning to feel eerily similar. Let’s start with a little background. The mid-2000s economy boomed in part because artificially low interest rates had ignited […]
Boring, Then Not Boring: What Happens When A Junior Gold Miner Gets It Right
Back in June Jay Taylor’s Gold, Energy & Tech Stocks newsletter published a nice write-up on a junior gold miner called Great Bear Resources, which included the following: What struck me initially about Great Bear was not only the high-grade gold drill intercepts but also the consistency of economic grade intercepts in the Red Lake […]
Great News For (The Remaining) Gold Bugs: Gold AND Silver Futures Speculators Are Now Net Short
Google “yield curve inversion” and you’ll see that analysts have been waiting for this indicator to send its big signal for years. It’s getting close, so expect a flood of breathless/ominous headlines when it finally happens. The precious metals market has a similarly rare and portentous indicator: “net short speculators.” But today this one actually […]
Spectacular Gold COT Report: Prepare For A Huge Six Months
No need to mince words anymore. If the futures market still influences gold’s price, then that price is going to spike. And silver is better than gold. Since January, gold futures speculators have been trending from extremely bullish to scared short. And in the week ending last Tuesday (the most recent data available) they appeared […]
Another Week, Another Improvement In Gold’s Prospects
The past few months have added some cred to the “sell in May and go away” rule of thumb for precious metals, as gold’s price action has been both boring and depressing. It’s now close to its 12-month low, while a lot of miners are providing material for the old joke: “Want to make a […]
Gold And Silver Futures Action Turning Positive
After a brutal few weeks in precious metals, you’d expect trend-following speculators to be heading for the exits. And the most recent gold and silver futures action — aka the commitment of traders (COT) report — shows exactly that. Which is good news. In gold, speculators – who tend to be wrong at big turning […]
Marin Katusa On The Coming Junior Gold Miner “Buying Binge”
Resource stock analyst and money manager Marin Katusa just sent out a blast email that explains — via some extraordinary charts — why large miners will soon start snapping up the best junior gold miners for big premiums over current prices. Here’s the whole thing: The Most Important Charts for Your Gold Stocks Right Now […]
Things Are Lining Up Nicely For Gold And Silver
Beginning in early Spring, gold and silver faced two serious headwinds: Seasonality – that is, the annual decline in bullion demand from China and India once wedding season ends – and the internal structure of the futures markets, where the big players in gold had lined up in ways that historically point towards weak prices […]
If Bitcoin’s Rise Was Bad For Gold, Will Its Fall Be Good?
After an artificial pause in 2017, US government debt has resumed its inexorable climb… …the dollar has fallen by around 5%… … and inflation – even the massaged-beyond-recognition Consumer Price Index (CPI) – has shifted to a higher gear, driven by rising oil. All of which should be great for gold, right? Well, not so […]
When Will Gold’s “Summer Doldrums” End? History Says Pretty Soon
This has been a uniquely boring stretch for gold and silver – especially considering all the things going on in the world that ought to light a fire under precious metals. In just the past few weeks, the US started a global trade war, Italy elected a populist government, emerging markets descended into yet another […]
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