Tag: commodities

August 24, 2023

Real Yields and Gold: What’s Next?

After surging for a year and a half, real yields may be approaching a ceiling. If so, gold is primed for a strong resurgence.

June 22, 2023

The Gold/Stocks Ratio Provides Opportunities

The market defies recession predictions, but looming risks remain. Weakness in gold provides an opportunity to enter the market at better prices.

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May 17, 2023

Druckenmiller Bets Against the Dollar. What Does That Mean for Gold?

Can we trust Congress and the Fed to make prudent decisions with our currency? One of the world’s greatest investors says no.

February 1, 2023

The Shocking Impact of Subliminal Inflation

Central bankers shoot for “subliminal” inflation – not enough to notice on a day-to-day basis, but enough to cause dramatic changes over the long run.

January 18, 2023

The World Has a Debt Problem

Inflation appears to have peaked and markets are partying across the board. But if we examine the risks of global debt, is the optimism justified?

November 2, 2022

Entry Points, Entry Points, Entry Points

Gold trickles down for seven months straight, despite massive demand for coins and bars from central banks and individual investors.

October 13, 2022

The Global Empire of Risk

Should the Fed pay attention to the IMF’s warnings about global financial risks and deteriorating market conditions? Probably, but more red-hot inflation data means their hands are tied.

October 6, 2022

Raise Rates ‘Til Something Breaks!

Rising interest rates reveal the consequences of exorbitant debt and leverage. When the free money disappears, what remains tends to flow into real assets.

September 22, 2022

Recessionary Red Flags

The current pace of rate hikes has no modern precedent. With recessionary red flags popping up everywhere, what will it take for the Fed to reverse course?

September 14, 2022

Gold Struggles Despite Stubborn Inflation

Inflation and money supply indicate that gold has room to run. How long can rising interest rates and dollar strength suppress the price?

August 19, 2022

Oil Might Be Due for an Unwelcome Rise

Inflation has peaked, right? The stock market is certainly acting like it, but there are many reasons to believe we are not out of the woods yet.

August 3, 2022

Is Gold in the Beginning of a Historic Short Squeeze?

The futures market is flashing a very clear, and very rare, signal. Gold’s jump from $1,680 to $1,800 could the be the beginning of a significant move higher. Right now, gold is still on the sale of the century.

July 28, 2022

When Will the Money Printers Turn Back On?

As the Fed grapples declining GDP and the growing threat of recession, will they let the economy crumble and defeat inflation, or juice the markets again?

July 20, 2022

Why is Gold Falling?

Gold is supposed to be a reliable hedge against inflation and economic disasters, but right now it’s stuck in the mud. When will gold shine again?

July 6, 2022

Crashing Commodities Point to a Recession

Demand destruction and the growing threat of recession crushed commodities in Q2. The Fed succeeded in slamming on the breaks, but did they go too far?

June 22, 2022

Plummeting Consumer Sentiment Supports Gold