Jeff Nielson: The World Gold Council recently released its own report for the gold market for 2011. It noted that while global demand for gold had hit a new all-time high in (nominal) dollar terms, it was merely reaching its highest level in 15 years in terms of tonnages. Hardly the signs of an “over-heated” Read more…
NYSE:GDX, NYSE:GLD, NYSE:SLV
Przemyslaw Radomski: There is a study published by the Credit Suisse and the London Business School that says that gold prices have been too volatile to play a reliable role as a hedge against inflation over the past 112 years. Read more…
NYSE:GDX, NYSE:GDXJ, NYSE:GLD
The Daily Capitalist: What will the gold-dollar exchange ratio be in the future? Both trade hyperactively on currency desks. Thus gold is a physical commodity that acts as a currency. Read more…
NYSE:GLD, NYSE:IAU, NYSE:PHYS, NYSE:SLV
Przemyslaw Radomski: This December gold prices swooned by more than 10 per cent in their biggest monthly fall since the collapse of Lehman Brothers. For some insecure gold investors it was like a bad dream. They were happy to wake up to a bright, crisp January whose performance was more than Read more…
NYSE:GDX, NYSE:GDXJ, NYSE:GLD, NYSE:GLDX, NYSE:NUGT
Dominique de Kevelioc de Bailleul: In his February newsletter, Bill Gross of PIMCO surmises that from now on central bankers will target nominal GDP growth in their fight to prevent a systemic financial collapse. Read more…
NYSE:GDX, NYSE:GDXJ, NYSE:GLD, NYSE:IAU, NYSE:SGOL
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
Keith Weiner: After the near-collapse of the financial system in 2008, a growing number of people have come to realize that our monetary disease is terminal. It is that group to whom I address this paper. I sincerely hope that this group includes leaders in business, finance, and government. Read more…
NYSE:GLD, NYSE:IAU, NYSE:SGOL, NYSE:SLV, NYSE:UDN, NYSE:UUP
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
Przemyslaw Radomski: This week marked the Year of the Dragon in the Chinese calendar, and according to Chinese mythology, Dragon years bring powerful changes and optimism representing imperial power, prosperity and good luck. This year is supposed to be even more auspicious since it’s a Read more…
NYSE:GDX, NYSE:GDXJ, NYSE:GLD, NYSE:UDN, NYSE:UUP
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…
NYSE:GDX, NYSE:GDXJ, NYSE:GLD, NYSE:IAU, NYSE:SGOL
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
Stocks rallied sharply in the late session yesterday, as volume surged. All five major indices ended higher, with the Nasdaq (NASDAQ:QQQ) Leading the advance. By the close, the high tech index had marched 1.1% higher. The S&P MidCap 400 and the small-cap Russell 2000 (NYSEArca:IWM) posted Read more…
NYSE:GLD, NYSE:SLV
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
Przemyslaw Radomski: In our previous essays, we emphasized that the long- and short-term trends for gold are up. In today’s article, we will feature the current situation in the USD and Euro Indices and in the general stock market. After analyzing each of them, we will move to implications for the Read more…
NYSE:GDX, NYSE:GDXJ, NYSE:GLD, NYSE:UDN, NYSE:UUP
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