Buy the Gold Miners?
We know there’s still a bubble in many parts of the stockmarket, and inflation may cool, but it won’t disappear. Whenever the economy starts to...
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The Commodity Report #62
Commodities rallied as the dollar weakened and real rates declined again. As you can see above, the CRB index bounced right from the 200D MA.
398 Views
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...
366 Views
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