Dennis Gartman and the goldbugs
Last week, Dennis Gartman, author of the eponymous Gartman Letter, caused a bit of a stir in the goldbug community when he suggested that gold’s sell-off on February 29 may...
Agriculture is warming up
Today was very interesting. It really felt to me like a day of major trend changes, but the charts just hinted rather than roared. Some of the interesting data was on the Agriculture index, livestock and defensive sectors seem to be gaining relative strength. The strongest sector in the last few days is the Consumer...
The trade of half a decade: long gold, short Athens
If you had invested exactly five years ago, and done a bit of the ol’ buy-and-hold, here are the returns you would have reaped (according to Deutsche’s Jim Reid and Colin Tan —...
Buffett stamps on the gold bugs (again)
It’s not new that Berkshire Hathaway’s Warren Buffett prefers productive assets to unproductive ones, but his latest letter to shareholders sets out his compelling argument…...
Not Much Love for First Yuan-Denominated Gold ETF
Hong Kong investors aren’t showing the world’s first yuan-denominated gold exchange-traded fund too much love on Valentine's Day.
Beware false idols
“Playing with expectations works temporarily. The risk-on trade is in a mini bubble, as today’s buyers want to be ahead of the slower ones. The buying trend is sustainable only if the global economy strengthens, which is unlikely. The stocks...
Gold Seasonality Drivers [PREMIUM]
Does seasonal fear of stock market weakness or demand for jewelry drive gold prices? In his January 2012 paper entitled “The Seasonality of Gold – Jewelery Demand and Investor Behavior”, Dirk Baur examines calendar month seasonality o...
Hope for Gold, Silver Springs Eternal at Sprott
BOCA RATON, Fla. --Eric Sprott would just assume forget 2011.
A beef quiz, and revisited Koo
“Like a Hitchcock film. You did not need to see the blood and gore and violence – the hint of it and the menace that pervaded the office was worse.” - Theo Zemek cheerily describes the atmosphere at New Star...
Inside the mind of a gold bug
Warning: this is a very scary place to be. Rampant inflation, conspiracy, socialism, totalitarianism and Ayn Rand can be found at every turn.Presenting the latest Thunder Road...
Gold’s Glitter Attracts M&A
The lackluster performance of gold miners’ shares compared with the stellar performance of the metal they dig up has been something of a head-scratcher.
Make your own (collateralised) gold standard
We know the gold bug/Austrian case.When the United States broke away from the gold standard in the 1970s it allowed for unchecked credit creation, beyond what could realistically...
