Goldman Sachs periodically updates its outlook on sectors and the economy with a one to two-year horizon. Yesterday’s upgrade of economic output in 2011 is accompanied by some interesting aspects for commodities…
It has been impossible to ignore the sideways trading pattern in gold of late. Despite a 1.5% move up on Tuesday, gold bugs, traders, and investors in the SPDR Gold Shares (NYSE:…
Futurists are an odd lot. Generally, they are authors, scientists, consultants and economists. What many people don’t know is that investors follow this philosophy as well. Their goal is to pick winning…
It is 13F season and investors are looking to see what their favorite gurus are up to. While everyone is looking at the slew of Buffett portfolio changes, it is John Paulson…
Calling the markets fast to react has become the understatement of the year. Friday felt like a shift in sentiment was really taking hold with bond yields rising, commodities falling, and stocks…
Did retail investors catch the top of the market? Many individual investors missed the huge market gains from the lows in early 2009 and now many are playing catch-up. Fresh data from…
The stock market and the commodities markets have so far supported QE2. Longer-dated bond yields have risen as a result as the extra $600 billion applies only a few percentage points of…
Gold is hitting record highs now that we are seeing above $1,400.00 per ounce on COMEX. The translation to all gold producers is that production is that much more profitable. Exploration companies…
Investors looking to making a killing on gold this past year would have done well to invest in silver. Gold prices have risen to more than $1,300/ounce, about a 20% jump in…
Quantitative easing is forcing investors into riskier assets as Ben Bernanke and the FOMC attempt to manufacture some inflation and after the US Dollar weakness. We are seeing big moves in gold…
The elections are over and the Republicans took over the House but not the Senate as expected. Today is D-Day for Quantitative Easing or QE2… Decision Day. Now it is time to…
It is no secret that the elections are Tuesday, November 2, and it is no secret that the FOMC under Ben Bernanke will begin the November FOMC starting November 2 and a…
Quantitative easing, or QE2, is coming to a head. What we will see depends upon whom you ask, and the verdict seems to depend on the direction of the wind each day. …
Tuesday’s drop in gold may be a culmination of many things and Wednesday’s attempt at a recovery needs to be watched closely. Profit taking, China rate hike, currency extremes with reversal, and…
Earlier this week we wanted to look for some sort of implied value in shares of gold stocks that had either underperformed the sector and those which were actually at substantial discounts…
