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Sam Kirtley: As our regular readers will know, we view US real interest rates as the key determinant of gold prices over the medium term. Six weeks ago we updated the situation with U.S. real rates (discussion of the theory behind the relationship can be found in that article) and since then, we have Read more…
NYSE:DGP, NYSE:GDX, NYSE:GDXJ, NYSE:GLD, NYSE:GLL, NYSE:IAU, NYSE:SGOL
Brian Sylvester: Philip Ker, a mining analyst for Canada-based Union Securities Ltd., says while current market conditions are affecting the junior mining space, they are also helping investors to Read more…
NYSE:DGP, NYSE:GDX, NYSE:GDXJ, NYSE:GLD, NYSE:IAU, NYSE:SGOL
Sara Nunnally: We are seeing a big turnaround in the gold market. Who’s buying? It is not who you think. We turned our back for two seconds, and look what happened: Gold, like a five-year-old who’s found the cookie jar, has shot back above $1,700 an ounce. Read more…
Dominique de Kevelioc de Bailleul: Speaking with GoldSeek Radio host Chris Waltzek this week, Euro Pacific Capital CEO Peter Schiff expects the re-inflation trade to dominate in an unprecedented way in 2012, as money mangers send oil, gold (NYSEArca:GLD) and other dollar-sensitive assets much Read more…
NYSE:DGP, NYSE:GDX, NYSE:GDXJ, NYSE:GLD, NYSE:IAU, NYSE:SLV, NYSE:UDN, NYSE:UUP
Sam Kirtley: In this article, we look to analyse the relationship between gold and the U.S. bond yield curve. The yield curve is an immensely useful economic indicator and hence can be used as one of Read more…
NYSE:DGP, NYSE:DZZ, NYSE:GDX, NYSE:GDXJ, NYSE:GLD, NYSE:GLL, NYSE:IAU
Sam Kirtley: In August 2010 we wrote an article entitled “Proposing An Overnight Gold Fund” in which we explored the potential for launching a fund that held long positions in gold overnight and was short gold during the day. We pointed out that “a hedge fund starting in 2001 with $100m, with the Read more…
Eric De Groot: Sorry, but that’s how this game is played. Global currency devaluation has been holding equities in a depressionary box and coddling the illusion of economic growth since late 1999. Read more…
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