The movements and potential movements of the yellow precious metal often grab the spotlight, even if there are other assets outperforming it. It is always important for investors to look beyond the major headlines to get a better perspective of the trends impacting the overall commodity world. [This article does just that and also identifies 3 ETFs to possibly take advantage of these trends.] Words: 440
Read More »What Gold Is Telling Us About Stocks & What We Should Do As a Result
If you believe (as I do) that gold is a solid way to “price” other assets because of its characteristics of being rare and stable in quantity – then the simplest way to profit from this trend is to wait for it to reverse - and when it turns around, sell gold and buy stocks. [Let me explain further.] Words: 431
Read More »Grantham’s Advice: Allocate 30% to Resources (15% in Forestry, 5% in Efficiency Investments, 10% in “Stuff in the Ground”) – Here’s Why (+2K Views)
The biggest danger to our society will be food prices and food costs....Productivity of grains has fallen to 1.2% per year which matches population growth exactly leaving society with no safety margin. [In addition,] there is a coming shortage of two fertilizers which occur exclusively in nature...so once the supply is gone, it’s gone forever - and this can only mean that commodity prices are going higher - much higher. Words: 585
Read More »Soros Fund's Latest Buys Suggest Gold-related Investments to Move Sharply Higher in 2013 – Here's Why
George Soros’ hedge fund, Soros Fund Management LLC, states in its Nov. 14th 13-f filing that, among other major moves related to gold, the fund has added a $9 million call option position on the GDX which means that management of the fund believes that gold mining equities are extremely undervalued on a short term basis and that major money to be made over the next 6-12 months, via a sharp move higher in the GDX. Words: 405
Read More »There's No Rationale For Owning Gold Mining Equities – It's As Close As You Can Get To Insanity! Here's Why
Hedge fund manager Hugh Hendry has stated, "There is no rationale for owning gold mining equities. It is as close as you get to insanity. The risk premium goes up when the gold price goes up." Indeed, the notion that adding gold and other commodities to one's portfolio produces a higher expected return with lower risk failure has failed of late and can be illustrated through the following charts. Words: 808
Read More »Grantham: Paradigm Shift Taking Place In Commodity Prices
We are undergoing a Paradigm Shift in the price trend of virtually all commodities – perhaps the most important economic event since the Industrial Revolution. [Let me explain why that is the case.] Words: 765
Read More »3 Silver Miners & 1 Silver Streamer That Pay Dividends
For those looking at an alternative, or complement to their gold holdings, below we outline 4 silver companies (3 producers, 1 streamer) that currently pay a dividend and, as such, provide some yield during low interest rate times, and provide a hedge against inflation should it arise. Words: 1612
Read More »Goldrunner: Gold’s Extremely Bullish Backdrop Setting Stage for Run to $2,050, Then $2,400, Then $4,500 and Ultimately $10,000-12,000! (+2K Views)
Our subscription service provides detailed technical analysis of where the price of gold, silver and precious metal stocks are going short term (in the next week or two), intermediate term (within the next 3-6 months) and long term (the ultimate top) in each stage of their respective bull runs. This service comes with detailed charting based on conventional technical analysis and our proprietary fractal analysis based on the '70s. Below are some of our latest comments and rationale for expected price movements in gold without illustative charts which are only available to subscribers. Words: 1000
Read More »Where Will S&P 500 Be At End 2012? Here Are the Forecasts & Probabilities
This article compares the 2012 year-end price forecasts for the S&P 500 from leading research sources with where the index is today, what various statistically generated price probabilities say about the year-end price [and, as such, how we plan to allocate our assets in the interim.] Words: 1445
Read More »Nick Barisheff: Gold Could Easily Double in Price – Here’s Why (+2K Views)
Barisheff thinks the gold price could be “easily double” right now because he believes that, “What’s kept the price down is the artificial leased gold going onto the markets.”
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