Category: Clif Droke


Why gold doesn’t need the Fed Gold was a star performer during the month of August, outshining other assets in an impressive rally which took many investors by surprise. Many analysts attributed gold’s strength to investors’ expectations of another monetary rescue operation from the Federal Reserve. But as we’ll see in ... Read More
August 31, 2012chanakya


From: Clif Droke Sent: Friday, August 24, 2012 7:09 AM To: Subject: submission Gold and the $600 billion question After spending the better part of three months locked in a lateral range, gold finally broke out on Aug. 21 and went on to make a series of follow-through highs. December gold was quoted at $1,667 ... Read More
August 24, 2012chanakya


When does a precious metal known for feeding off investors’ fears need the opposite of fear to move higher? Answer: Right now! Austin Kiddle, an analyst with bullion broker Sharps Pixley, asked the following question in a recent commentary: “Can fear refuel the investment demand for gold?” It’s a question many ... Read More
August 11, 2012chanakya


Lately investors have been worried about liquidity, specifically the central bank’s willingness (or unwillingness) to continue providing it, and with good reason. Without periodic injections of liquidity, investors eventually lose interest as financial markets begin to languish. And in a financial economy like the U.S., the death of a bull ... Read More
August 3, 2012chanakya


From: Clif Droke Sent: Thursday, July 12, 2012 10:53 PM To: Subject: submission The 4-year cycle versus the euro zone crisis Investors are worried that this summer will witness a repeat of the summer debacles of 2010 and 2011. The stock market has itself vulnerable to negative news from overseas as well as earnings disappointments. ... Read More
July 13, 2012chanakya


From: Clif Droke Sent: Friday, June 29, 2012 2:01 AM To: Subject: submission Most investors are aware that the 4-year cycle peak comes into play this year. What few realize is how both Washington and Wall Street are using this cycle as a fulcrum for gaining political as well as economic advantage. In this ... Read More
June 29, 2012chanakya


From: Clif Droke Sent: Thursday, April 26, 2012 10:35 PM To: Subject: submission It’s amazing sometimes how much difference a year can make on investor psychology. For most of last year investors worried incessantly about a potential “double dip” U.S. recession and the possibility of another worldwide credit crisis beginning in Europe. Fast forward to ... Read More
April 29, 2012chanakya


Is the U.S. “decoupling” from the European crisis? Selling pressure earlier in the week gave way to strong demand for equities as concerns over the European debt crisis have been moved to the backburner. Investors have instead been focusing on the improved U.S. economic and employment picture. In an article by Reuters ... Read More
February 6, 2012chanakya


The cyclical bull market recovery which began in March 2009 was powerful in its first year, moderately strong in 2010 and visibly weakened by the end of 2011. Thus we have the pattern of a recovery which is losing internal force with each passing year. The start of a New ... Read More
January 7, 2012chanakya


Clif will not be posting himself here any longer to preserve his time but will be submitting his posts to me and I will publish them on T&C going forward. Credit crisis part 2 or another reprieve? Recent investor disappointment is being blamed on the Federal Reserve and the fact that it ... Read More
December 19, 2011chanakya