Tag Archives: commodities

Damn the Short Sellers; and more…

Observers of the rocketing price moves of now familiar names, are describing the phenomena as ‘insane’ but it was bound to happen eventually.  I’m just happy I’ve lived long enough to see some of these crooks get their comeuppance.  Is … Continue reading

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Will black gold price follow yellow gold?

Until very recently, the oil price and gold price tended to follow a similar pattern, as evidence by the below chart.  The fundamentals driving these prices differ of course, but over my many years I’ve come to expect the two … Continue reading

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First gold, then COPPER in market rebound for resource stocks.

Perhaps the (quiet) rally in gold has been telling us something. Commodity prices typically rise with inflation, and it shouldn’t be a surprise that they tend to be leading indicator – since actual real-time demand tends to occur before the … Continue reading

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Canadian Stock Market earning a gold medal also?

One rule of thumb that works is ‘follow the smart money.’  Based on the most recent data I’ve seen: In the three months to November, $20.4 bln flowed into equities, the fifth largest 3-month total on record, lifting year-to-date total … Continue reading

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Jim Rogers stealing my thunder? GOLD!

I can’t help but admire anyone who rides a bike for long distances, and Jim Rogers is one of those who takes the cake. I met him in Scotland at the Chartered Financial Analysts Institute’s Annual Conference (2010). Although my … Continue reading

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China will be the next big surprise!

China was all the rage for a short while, but despite chugging along at a premium growth rate to the rest of the world, investors have pretty much focussed on other markets – the U.S. of course but Japan as well of … Continue reading

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Does divergence of stocks and commodities tell us anything at all?

I read a blurb from Business Insider – entitled One Of The Biggest Arguments Of Fed Haters Is Getting Obliterated Before Our Eyes – discussing the adjacent chart (published on May 15th) that still has me confused. Here is a … Continue reading

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Tempted to buy gold? Better to be patient!

On January 8th, I published Why the price of gold skyrocketed and why it’s over! I’m beginning to see (finally) some acknowledgement that the price of gold inflated by the fear that a collapse in the global financial infrastructure was … Continue reading

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The BIG Bernanke: Bond risk for the duration!

The infatuation of investors, retail and institutional alike with bonds has become ridiculous – more lust than love. The perception that there remains less risk in fixed income cannot be further from reality – especially because of the post-crisis distortions … Continue reading

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Ready to take on some investment risk? Instead ‘do the opposite!’

For decades I taught younger portfolio managers and trading professionals that the best investment strategy is always to “Do the Opposite.” Virtually every summer this would mean buying while others are selling and bids are few and far between; most … Continue reading

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