The Commodity Report #59
The benchmark, CRB Commodity Index, ended the week 1,4% lower. What bottoms usually first? Bonds! While we may be some weeks off the low in the...
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Gold Is 13% Overvalued - Why That'll Soon Look Cheap
Investors are overly fixated on the rise in real rates as the driver of the gold price. They forget the tailwind of inflation and the option value...
760 Views
The Commodity Report #58
The benchmark, CRB Commodity Index, ended the week 1,2% lower. The news of the week was probably that the Atlanta FED changed its GDP now forecast...
363 Views
Why Is Gold Ownership so Low?
The chart below shows the performance of gold against the S&P500 and NASDAQ since 2000. Gold has demolished both. It’s a striking picture...
762 Views
The Commodity Report #57
The benchmark, CRB Commodity Index, ended the week 3,4% lower It was a tough week for investors who have long positions on commodities in place....
348 Views