2024-04-24 15:43
Based on FCF yields, gold miners are undervalued. Read More
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2024-04-24 08:23
When Chinese flee FX market, they flock into gold. Read More
2024-04-22 06:28
High debt is low yield Read More
2024-04-21 09:32
Gold miners are the place to be. Read More
2024-04-19 14:27
Africa risk map Read More
2024-04-08 09:28
When J.P. Morgan became a custodian on 06-Dec-2022, gold and GLD diverged Read More
2024-04-08 09:26
2024-04-01 09:36
Copper isn't looking too good.Bonded copper premiums aren't high. LME is trading below SHFE.Scrap copper isn't looking good.Inventories are rising Read More
2024-04-01 08:30
COFER data shows the U.S. dollar is losing share. Read More
2024-03-30 18:06
The stock bond correlation is still in positive territory. This means gold goes up with rising bond yields Read More
2024-03-27 16:06
The longer you work, the faster you die. Read More
2024-03-26 22:15
Hodlers typically sell, when bitcoin peaks. Read More
2024-03-23 10:36
2024 YoY demand growth:2024 YoY supply growth: IEA forecasts slight deficits Read More
2024-03-21 22:06
China is buying more gold than reported Read More
2024-03-20 18:04
Dot plot 20-Mar-2024:Dot plot 13-Dec-2023: Read More
2024-03-08 18:04
Gold forward curve pointing to $2500/ounce gold. Read More
2024-03-07 16:36
2024-03-06 19:20
Gold price correlation to fund flows. For every $10 billion in gold inflows, the gold price rises 5% Read More
2024-03-02 14:25
EU natural gas will become very cheap. Read More
2024-03-02 10:39
The Beveridge Curve states that the unemployment rate will rise when job vacancies drop below 5% Read More
2024-03-01 13:10
Initial jobless claims will rise. Prepare for gold to shoot up. Read More
2024-02-29 19:44
Morgan Stanley commodity outlook. Read More
2024-02-26 10:23
2024-02-23 11:04
Gold seasonality is broken. Read More
2024-02-21 16:31
China is draining COMEX gold Read More
2024-02-19 08:38
Sprott Inc. update. Buys: Metals Acquisition, Vizsla Silver, Silvercrest, B2Gold, Osisko, Agnico.Sells: Sibanye, New Gold, SSRM, Triple Flag, Orla Mining Read More
2024-02-17 16:27
Inflation is about to soar again in 2024 according to the ECRI Read More
2024-02-14 13:19
Budget deficits and gold. Read More
2024-02-10 08:50
The Chinese are fleeing real estate and moving into gold. Read More
2024-02-07 09:43
SGE gold withdrawals in China hit the second highest level ever. Read More
2024-01-31 18:40
Most times it's better to just buy gold. Read More
2024-01-10 16:04
Copper is going into massive deficits of -300K tonnes in 2024. Read More
2024-01-10 10:22
It's better to buy commodities than technology. Read More
2024-01-09 16:32
2024-01-08 11:19
Bonded copper premiums give you a mid-term buying indicator for the copper price. Read More
2024-01-07 22:42
China zinc concentrate imports decline, when the China zinc price (SHFE) is lower than the international zinc price (LME). This is a leading indicator that the international zinc price will… Read More
2024-01-05 16:47
The Shanghai gold premium gives a target of $2200/ounce by March 2024. Read More
2024-01-03 13:50
Stock-bond correlation is strengthening.This means gold will rise on higher yields Read More
2023-12-20 12:09
China keeps selling U.S. trashuries. Read More
2023-12-15 06:45
Capex for copper is declining, which means price should go up.Goldman Sachs (NYSE:GS) foresees a supply shortfall that will drive the price of copper to $4.50 per pound by late 2024, and to… Read More
2023-12-14 07:40
FOMC says more rate cuts:Dec-2023:Sep-2023: Read More
2023-12-13 12:40
The gold price in Argentina just doubled. Read More
2023-12-11 09:07
China natural gas demand will continue to rise. Read More
2023-12-09 11:17
Oil is going into surplus. Read More
2023-12-07 07:50
As copper concentrate deficits widen, treatment charges go down in order to incentivize more supply of copper concentrate to smelters. Read More
2023-12-05 19:11
Oil is going lower Read More
2023-11-28 10:25
1m bbl/d OPEC cut coming will propel gold to $2150/ounce. Read More
2023-11-22 12:06
Rate cuts are coming Read More
2023-11-21 12:11
Palladium outlook is looking bad. Read More
2023-11-17 09:44
Sprott Inc. update. Read More
2023-11-17 09:28
China keeps selling bonds. Read More
2023-11-16 15:27
Gold is about to make a secular move to $4000/ounce. Read More
2023-11-11 15:19
Old people are inflationary. Read More
2023-11-11 14:43
Hindenburg Omens precede gold price rises Read More
2023-11-11 13:30
Out of all sectors, gold and oil will outperform. Read More
2023-11-11 11:30
Copper is expected to rise to $4.5/lb according to BNEF. Read More
2023-11-08 10:01
They keep producing more and more natgas. Read More
2023-11-07 17:10
Oil futures pointing to a lower oil price. Read More
2023-11-07 16:49
2023-11-07 11:05
European diesel demand is falling. Read More
2023-11-04 21:29
Who is right Read More
2023-11-04 12:21
The amazing accuracy of the COT report vs gold price Read More
2023-10-27 07:12
Commodities will boom Read More
2023-10-15 08:49
When there is too much housing inventory, then housing starts will drop. Read More
2023-10-13 13:58
2023-10-06 11:43
Looks like all 3 were bad. Read More
2023-10-04 08:54
2000 gold is a strong resistance. Read More
2023-10-03 19:32
Market risk is increasing. Read More
2023-10-03 14:56
The Fed is selling trashury bonds to the pension funds, which are now deep underwater. Read More
2023-10-01 20:56
Base metals should spike as inventories head lower Read More
2023-09-29 10:39
Oil is about to soar Read More
2023-09-23 09:24
China is expanding while the rest of the world is in recession. Read More
2023-09-19 12:45
Correlations between stocks/bonds and gold/yields are inverting. Read More
2023-09-13 19:08
Gold should rise. Read More
2023-09-07 08:37
Follow the money. Read More
2023-08-25 16:40
Koos Janssen provides evidence that central banks are saving the gold price Read More
2023-08-23 09:54
The neutral price of gold (derived from Shanghai gold premiums) and the neutral price of copper (derived from Chinese scrap copper premiums). Gold is outperforming copper Read More
2023-08-17 14:06
Gold and TIPS are correlated. Read More
2023-08-17 11:54
The next stage will be QT and rate cuts. Bond yields rising and fed funds rate dropping means uninversion of the yield curve. That is bullish gold. Read More
2023-08-16 12:48
No end in sight. Read More
2023-08-15 10:15
China reaches all time high in power consumption. Read More
2023-08-11 09:23
As fiscal spending rises along with less money printing. Bond yields will soar. Read More
2023-08-10 11:43
Natural gas supply to EU is down. Read More
2023-08-08 15:49
2023-08-08 13:20
Gold has outperformed bonds over the last month. Read More
2023-08-07 09:46
China likes to buy dips in gold. Read More
2023-08-01 08:54
Yellen is about to borrow 1 trillion dollars in Q3. Bond yields will soar.Marc Faber expects bond yields to reach 15%.How do we position ourselves? Buy gold! Read More
2023-07-25 12:27
Gold is the Anti-Bond. Gold strength since 2008 is not due to lower bond yields, but due to central bank gold buying. Read More
2023-07-20 10:10
When USD goes down, gold goes up. Read More
2023-07-20 08:30
Recently, the gold price has been rising while gold ETFs were flat. This started in Q4 2022. The gap is about 200 tonnes of gold in GLD.This coincides with central bank gold buying of about… Read More
2023-07-17 20:04
2023-07-15 08:13
Tax rates are correlated to debt to GDP. Read More
2023-07-13 06:16
The natural hierarchy of money starts with gold at the top. Everything else is credit.GoldCurrencyDepositsSecuritiesAs credit expands and contracts, the pyramid grows wider and narrower. In… Read More
2023-07-10 09:11
Oil demand doesn't look particularly strong.Oil supply isn't helping either.Copper looks better.Comparison: Read More
2023-07-06 15:32
2023-07-05 11:33
Yield curve inversions happen when the population growth slows down.Housing inventory is inversely correlated to the yield curve Read More
2023-07-04 08:50
Foreign gold deposits at the New York Fed are once again rising. This tells me central banks are buying gold again. And it's not China and Russia, because they wouldn't store their gold… Read More
2023-07-03 12:08
Gold seasonality favours a move up. Natural gas seasonality favours a move lower Read More
2023-06-29 10:59
Copper price average (red) should be slightly above the AISC (green). New copper mines that come online in a few years have costs around $2/lb inflation adjusted Read More
2023-06-21 22:19
Jim Rickards: The “BRICS+” countries will announce the creation of a new currency at its annual leaders’ summit conference on August 22–24. This will be the biggest u… Read More
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