Commodity Trade Mantra

Posts Tagged ‘Gold Shares’

Gold Remains a Mandatory Portfolio Asset

Can the US financial system endure normalization of interest rate structures? No. Gold will remain a productive portfolio-diversifying asset until the process of debt rationalization is allowed to proceed in the US. Given implications for declining intrinsic value of US financial assets, as well as ongoing Fed efforts to debase outstanding obligations, gold remains a mandatory portfolio asset.

Gold Demand Remains Stable During Sector Weakness

Gold demand peaked in the middle of 2010 & went sideways for a few years before succumbing to the bear market. That lack of strong demand in 2011 while Gold surged, was a warning sign. The amount of Gold in GLD can be a sort of an indicator for the sector. While Gold & gold shares are correcting now, the real time data coming from GLD suggests Gold demand is & should remain firm.

Gold will Never Let a Good Crisis go Waste & There are Lots of Them Coming

The current geopolitical uncertainty has been years in the making & extends beyond the gyrations in British politics. Negative or low interest rate environments, macro risks & deteriorating confidence towards central banks & monetary policy are the reasons cited for the fresh interest in safe haven gold. IF there’s one thing that can be said for gold, it’s that it never wastes a good crisis.

Gold Movements Have Me Spooked For Now

A 6,000-contract dump as markets opened in Europe was followed by a dump of 14,000 gold contracts, just before New York’s opening bell last Monday. Is somebody trying to get the gold price down? Either a big position wanted out, or somebody wanted to spook the market. And there’s nothing we can do about it either way.

Why Gold Looks Better than the S&P: Marc Faber

When I compare gold to the S&P, the S&P is up substantially since 2011 and gold is down substantially. If you compare the performance of gold shares to the S&P, it has been a disaster for gold shares. I think gold at this price is actually one of the few assets that are relatively inexpensive now.

Marc Faber: Gold Is One Of The Few Cheap Assets

When I look around asset prices, real estate, bonds, equities, collectibles, etc, I think the price of gold is one of the few assets that are relatively inexpensive. Every investor understands the principle of buy low and sell high. But when prices are low, nobody wants to buy. – Marc Faber

Gold and Silver Prices — Mapping Short Term Volatility

Bottom line about all this is that by definition these are not actual Gold and Silver markets where prices are fairly discovered by supply and demand factors. Instead, they are profit centers which bullion banks regularly milk for their own benefit.

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