A variety of factors are lining up that lead us to believe we are on the cusp of a major move higher in the gold stocks. We feel we have been saying this for a while but the reality is we are moving closer and closer to that moment. The ... Read More
chanakya
18
Jul2011
An important shift in global markets is taking place and it bears introspection. Gold has broken to a new high while Silver has established a bottom. Precious metals stocks have rebounded significantly from support. At the same time, important global stock markets are in the early stage of a technical ... Read More
July 18, 2011chanakya
15
Jul2011
A long wave expert shares his “big picture” outlook
David Knox Barker is
one of the leading authorities on the economic long wave, otherwise known as the
Kondratieff Wave (a.k.a. “K Wave”). Barker has had an impressive career both as
a financial market writer and long wave analyst, as well as being an
entrepreneur in ... Read More
July 15, 2011chanakya
11
Jul2011
This material is an excerpt from a premium update
Last week we wrote about Silver so this week we decided to provide an update on Gold. In looking at the price action and sentiment indicators we find that Gold is once again ripe for what is becoming an annual seasonal breakout. ... Read More
July 11, 2011chanakya
27
Jun2011
I must confess I am a gold bug both philosophically and in terms of investing. We are entering a golden age for Gold as the bull market is destined to reach amazing heights and real and honest money reemerges as legal tender against fiat currencies that will soon be at ... Read More
June 27, 2011chanakya
27
Jun2011
There are two major considerations for the nation’s economic and financial health as we enter the second half of 2011. Each can be addressed in the form of a question: 1.) Will the Federal Reserve embark on a third attempt at stimulating economic recovery through ... Read More
June 27, 2011chanakya
21
Jun2011
In a word, no. We divide our rationale into three parts.
Macro
Back in 2008, a recession was beginning, the private sector was in intense deleveraging mode and the credit markets foreshadowed what was to come in the equity and commodity markets. Today we are seeing growing credit stress on the sovereign ... Read More
June 21, 2011chanakya
14
Jun2011
Forgotten in the avalanche of economic headlines in recent weeks is the fact that the housing market hit a new low. In the latest reporting month the national housing index hit a new low, falling below the previous low from April 2009. This should be prompting a ... Read More
June 14, 2011chanakya
09
Jun2011
While Gold is only 2% from all time highs, the gold stocks have struggled and underperformed badly. This is reminiscent of 2008, although we don’t think a similar result is coming. The fact is as QE 2 ends and the failed recovery peaks, money is moving out of risk assets ... Read More
June 9, 2011chanakya