Tag - Market Timing

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Wednesday, April 10 2019

The inverted yield curve as a harbinger of higher gold prices

During the course of the past few weeks, we have heard much about the inverted yield curve in three-month and ten-year Treasuries as a harbinger of recessions. Missed in the press reports is the fact that it has also been a harbinger of higher gold prices.

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Wednesday, March 27 2019

Grandich Podcast - Gold Set To Shine

Worldwide Major Central Banks are Accumulating Their Gold Holdings

   Gold Shares as Rising Phoenix
   Latest Teranga Gold Video
   John Kaiser on Kitco.com
   First Securities Northwest
   My last gold conference interview. Hard to believe it will soon be six years ago.

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Friday, February 22 2019

Gold RSI Hits The Highest Since 2011

Most gold bull runs typically start slowly as it faces the headwinds from good selling by frustrated longs who see price strength as an opportunity to exit … once we are through that gold is unfettered for a faster move higher as prices go inelastic. We seem to be in that phase now.

The high RSI suggests that gold is due a temporary pause - but it also suggests to us that it is brewing for the mother of all moves higher. We just need to breach the $1360 level and we are off to the races.

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Thursday, January 17 2019

Billionaire Sam Zell Buys Gold for First Time in Bet on Tight Supply

“The amount of capital being put into new gold mines is a most nonexistent,” Zell said. “All of the money is being used to buy up rivals.”

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Saturday, January 12 2019

Goldman Sachs upped 12-month price forecast for Gold to $1425

In their latest gold-price forecast report, the US investment banking giant Goldman Sachs made upward revisions to their 12-month price outlook.

Key Highlights:
3 months at 1,325 / oz (prior forecast was 1250)
6 months at 1,375 (1300)
12 months forecast to 1,425 (1350)

Gold to derive support from:
Defensive positioning (investors with a fear of a recession).
Central banks to buy.

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Gold and Commodities Set to Soar in 2019

Goldman Sachs issues an overweight recommendation for gold and commodities.

Paradigm Capital says royalty companies are the “best bet” in metals and mining.

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Thursday, January 10 2019

Outlook 2019: Economic trends and their impact on gold

Potential for growth and heightened risk in 2019

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Tuesday, January 8 2019

The 2018 Year in Gold Recap, and What It Might Forecast for 2019

While a myriad of forces pushed the gold price around in 2018, it basically ended the year flat. This report recaps the year in gold, shows how it compared to other asset classes in both short and long timeframes, and explores the factors to watch in 2019.

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Saturday, December 22 2018

Gold Miners Are Crushing the Market in the Face of Higher Rates

I would also recommend gold and gold stocks. The yellow metal, as expected, is performing well at the moment, and commodity traders have taken a net bullish position for the first time since July. So far this quarter, gold has crushed the market, returning around 6 percent as of December 21, compared to negative 15 percent for the S&P 500 Index. Gold miners, though, as measured by the NYSE Arca Gold Miners Index, have been the top performer, climbing a phenomenal 12.3 percent.

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Thursday, December 20 2018

The Gold Bulls Just Regained the Upper Hand

Commodity traders appear excited about gold again as stocks are on pace for their worst year since 2008, and their worst December since 1931.

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Tuesday, December 11 2018

Where are we now in the investor cycle?

So where would you put us now in the investor cycle depicted in the chart below?

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Thursday, November 15 2018

Gold And Silver Stocks Are Literally Cheaper Than Dirt!

Watch as Jeff Clark discusses the impact the world economy has on gold and silver prices and gives his top stock picks.

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Wednesday, November 14 2018

At Some Point the Whole Thing Blows Up

The interview gets interesting (gold) starting at 21 minutes & running through to the end.

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Tuesday, November 13 2018

A surprise jump in investor and central bank gold demand

At the recent London Bullion Market Association annual conference, the consensus opinion on the gold price for 2019 among 682 industry delegates was $1532 per ounce. The LBMA offers its opinion annually and it usually falls on the conservative side of the ledger. So its consensus opinion of an average price more than 25% higher than the trading range at the time came as a surprise.

“This is the most bullish forecast since 2012,”

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Saturday, November 3 2018

4 potential reasons for the gold rally

Interestingly, gold, largely left for dead, has rallied. Not only has gold bounced, but it has done so despite a steady dollar. Which raises the question: Why is gold rallying now? Here are four potential reasons:

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And then there was the outlandish forecast by the delegates predicting at 25% increase in the gold price in 12 months to $1532 - either this was a conference operating in two parallel universes, where delegates were deeply bullish and speakers bearish - or an effect of voting anonymously meant that delegates put in super-high figures for sheer devilment - either way, there was a disconnect… or as you might put it, an incoherency.

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Thursday, November 1 2018

G&PM Investment Commentary

Gold is a unique asset class due to its uncorrelated nature and its ability historically to perform well amidst global financial and geopolitical turmoil. We think of it as financial insurance. Like health or auto insurance, a small allocation can go a long way when hardship occurs.

While it was disappointing to see gold fall below $1,200 per ounce, even though we expected it too and forecasted this in our prior commentaries, current extreme positioning (also characteristic of the lows in 2001) suggests the price will not remain at these levels for too long.

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Wednesday, October 31 2018

Gold industry sees prices rising to $1,532/oz over 12 months

The price of gold is expected to rise to $1,532 an ounce by October next year, delegates to the London Bullion Market Association’s annual gathering predicted on Tuesday.

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Saturday, October 20 2018

Financial Extremes

If you do not own gold, there is no sensible reason other than you do not know history, or you do not know the economics of it..........over long periods of time the price of gold approximates the total amount of money in circulation divided by the gold stock.

Ray Dalio, 2015.

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Wednesday, October 17 2018

IMF report highlights gold's relevance

Last week stocks were hammered, and gold acted as a key flight-to-safety asset in the market. Initially, as the US market retreated, gold held steady. But as the sell-off became more systemic globally, gold began to rally meaningfully

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