Back in August we wrote a piece titled: The Catalyst for Consolidation in the Gold Sector. We noticed that the large cap producers had begun to outperform the rest of the sector which consists of small producers, developers and explorers. Risk aversion, the Euro debt crisis and a struggling stock market ... Read More
chanakya
11
Nov2011
Time marches on, and as most of us get caught up in the momentum of our chosen disciplines, we unfortunately waste little time in honoring the pioneers that blazed the paths before us. Even the greats among us have taken the time to pay homage to their ancestors. It was ... Read More
November 11, 2011chanakya
08
Nov2011
Gold is in a bull market and so are the gold stocks despite their struggle as a group to outperform Gold. This is nothing new though. We’ve written about this in the past and Steve Saville has before us. Nevertheless, the miners are in a secular bull market and investors ... Read More
November 8, 2011chanakya
07
Nov2011
Long-term cycles vs. short-term market potential
A reader has asked the following question, which addresses a problem confronting many investors right now:
“I always appreciate the Kress Cycle analysis. Yet, I must say that I am confused. For quite some time, you have talked about the ‘hard down’ phase and the topping ... Read More
November 7, 2011chanakya
03
Nov2011
Is the consumer spending surge a “dance of death”?
The latest economic headline came as a surprise to the pundits, though it actually makes perfect sense from a psychological standpoint. On Friday the Associated Press informed us of “Americans spending more with income almost flat,” per the headline. At first glance ... Read More
November 3, 2011chanakya
29
Sep2011
Dear All:
Ian and I would like to announce the annual contest for predicting the SPX cash's closing value, to the second decimal place, on December 31st, 2011!
RULES
1. Don't post your predicted year end value on the Forum
2. Submission deadline date is October 15th, 2011, 5PM EST
3. Send it an Email ... Read More
September 29, 2011chanakya
01
Aug2011
Now that the latest round of quantitative easing (QE) has ended, it’s time to take stock of whether inflation or deflation is likely to gain the upper hand going forward.
The Fed’s monetary stimulus efforts of the last three years have done nothing to help what is arguably the biggest symptom ... Read More
August 1, 2011chanakya
29
Jul2011
As I write this, the great debt debacle continues. The House vote on the GOP debt plan, scheduled to take place Thursday night, has been delayed. The markets finally seem to be pricing in the financial mess in Washington, as the S&P 500(NYSE:SPY) fell 2% on Wednesday, and also closed lower ... Read More
July 29, 2011chanakya
29
Jul2011
Although Barclays Capital (NYSE:BCS) released a report recently that inflows into commodity markets fell sharply as the first half of 2011 ended, commodities in general have shown strength. However, cotton has fallen far from its 2011 peak. Shares in The iPath DJ UBS Cotton ETN (NYSE:BAL) now trades around $64, after reaching a 52-week ... Read More
July 29, 2011chanakya