Tag - Market Timing

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Saturday, October 5 2019

Tocqueville Gold Strategy Buy This Dip

Following a strong first eight months of the year, the precious-metals complex may be in the process of offering investors one final chance to enter on attractive terms before lurking systemic risks erupt into breakaway price action.

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Saturday, September 28 2019

Gold Metal Issues And Stops Report

Largest 1st day delivery since Dec 2011

7,214 Contracts

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Saturday, September 21 2019

Pierre Lassonde Says Gold Could Hit $25,000 in 30 Years

One of the highlights of Pierre’s presentation was his forecast for the price of gold in the next 30 years. After analyzing gold’s historical compound annual growth rate (CAGR) over the past 50 years, ever since President Nixon formally took the U.S. off the gold standard, Pierre says he sees an average price target of $12,500 an ounce by 2049. And under the “right” conditions, it could go as high as $25,000!

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Tuesday, September 10 2019

Bank of England’s Carney delivers dollar shocker

Question: What do Jeffrey Gundlach, Ray Dalio, Mark Mobius, Stanley Druckenmiller, Paul Tudor-Jones, David Einhorn, Naguib Sawiris, Paul Singer, and Thomas Kaplan – some of the greatest financial minds of a generation – all have in common?

Answer: An attachment to gold and its presence in their personal financial holdings as a safe-haven hedge.

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Sunday, September 8 2019

Dalio’s Analogue

The Bond Blow-Off, Rising Gold Prices, and the Late 1930s Analogue

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Saturday, September 7 2019

Frank Holmes Says Gold at $10,000 Isn't Crazy

Some investors talk of $2,000 an ounce gold, but Frank thinks $10,000 an ounce wouldn’t be crazy. “I don’t think it’s going to happen in the next 12 months, but I think that the supply of gold has peaked.”

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Tuesday, August 27 2019

UBS Says It's Staying Long Gold as Price Destined for $1,600

Gold will extend its winning ways as the U.S.-China standoff harms growth, risking a deeper slowdown and inviting more central-bank easing, according to UBS Group AG, which jacked up price forecasts with a prediction the precious metal may hit $1,600 within three months.

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Sunday, August 25 2019

JPM: Is the dollar's "exorbitant privilege" coming to an end?

Given the persistent—and rising—deficits in the United States (in both fiscal and trade), we believe the U.S. dollar could become vulnerable to a loss of value relative to a more diversified basket of currencies, including gold. As we scan client portfolios, we see that many of them have far more U.S. dollar exposure than we feel is prudent. At this stage of the economic cycle, we believe this exposure should be more diversified. In many cases, our recommendation would likely be to place a higher weighting on other G10 currencies, currencies in Asia and gold.

Note: gold increased to 5% in chart.

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Wednesday, July 31 2019

Gold the Ultimate Asset as Fed Joins Race to the Bottom in Global Rates

With the spot gold price at or near highs in many major fiat currencies, today’s easing move by the Fed looks to be the first of a series and augurs well for continued gold price strength.

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Sunday, July 28 2019

Why Gold Price Is Likely To Touch $1,550

An important factor which investors should be paying attention to is the correlation between the gold price and the size of the negative-yield debt. The chart below shows that there is a strong correlation which means that the gold price rises as the size of the negative yield debt increases.

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Saturday, July 20 2019

Gold Heats Up and Silver Joins the Race

Now that gold has broken through the $1,450 an ounce level, a six-high year high, the next big test is $1,500. And as I’ve said before, it can do this in the blink of an eye under the right conditions.

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Saturday, July 13 2019

Has the Gold Market Spoken?

What is certain is that during gold’s six years in the penalty box, the underlying forces that have made the metal a superior strategic investment over centuries have not been idle. The extrapolation of current conditions into unrealistic expectations is a dependable flaw of human nature. The capacity of physical gold and precious metals mining shares to absorb inflows has greatly diminished because of the prolonged attrition of investment interest. Once capital market flows revive, there is real potential in our opinion for parabolic upside in the metal and the shares.

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Tuesday, July 9 2019

Summer doldrums turned upside down

The summer months historically present a buying opportunity in precious metals as illustrated in the charts shown below. In the past, there has been a clear change of direction in sentiment annually from the 185-195 day mark – midway in the year. So far this summer, though, gold has broken with tradition by turning in a strong June, as shown in the third chart

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Saturday, June 22 2019

'Somebody' Finally Cares About Gold

But gold? Gold should truly shine in this situation: both by maintaining its purchasing power and increasing in value as $trillions in capital look for safe haven.

Remember that the $7 trillion gold market is a small doorway compared to the $164 trillion held in stocks and bonds. (And the <$1 trillion silver market is ridiculously tiny relatively). If (more likely, “when”) just a few $trillion flee risk assets into the precious metals, the prices of gold and silver will explode.

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Gold Gets a Boost of Rocket Fuel From Negative Bond Yields. What's Next for the Yellow Metal?

After breaking out of a five-year trading range this week, the price of gold surged above $1,400 an ounce for the first time since 2013 on expectations of a U.S. rate cut. The 10-year Treasury yield fell to around 2 percent, its lowest level since November 2016. Meanwhile, the pool of negative-yielding government bonds around the world hit a fresh record high of $13 trillion.

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Wednesday, June 19 2019

Sharps Pixley predicts possible bull run in gold

Norman believes that the gold price has formed enough of a base to break through USD1360 an ounce. “Everything changes once we break through USD1360; it is the mother of all resistance levels.

“In my view, in 2019 we will challenge that level. We have already reached USD1346, in February. Once we breach that, we should see a steady rise to around USD1800 an ounce.”

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Saturday, June 15 2019

Billionaire Investor: "Gold Has Everything Going For It"

Gold in that situation is going to scream. It will be the antidote for people with equity portfolios.

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Wednesday, June 12 2019

What a U.S. Rate Cut Could Mean for Gold Prices

If you believe negative rates are a real possibility, an allocation to gold and gold stocks might make a lot of sense right now. In the past, gold prices have surged when real yields fell into negative territory. (The real yield is what you get when you subtract the annual inflation rate from a government bond yield.)

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Monday, June 10 2019

Gold breaks to the upside

Electrum Group’s Thomas Kaplan is another billionaire who subscribes to gold ownership for longer-term fundamental (supply and demand) and economic reasons. “I like those things where the scarcity is assured,” he told Bloomberg in a Peer-to-Peer interview recently. He also said that the yellow metal was on the cusp of a new decade long bull market capable of lifting it ultimately to between $3000 and $5000 per ounce.

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The “true fundamentals” are still in gold’s favour

After spending almost all of 2018 in bearish territory, gold’s true fundamentals* (as indicated by my Gold True Fundamentals Model – GTFM) have spent all of this year to date in bullish territory.

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