Tag Archives: gold

“China’s imports of industrial metals are booming.”

I borrowed the title from a Globe & Mail article.  I first suggested buying into a metals recovery back in February suggesting Freeport (FCX) and Western Copper and Gold (WRN).  One name I’ve also bought into is not on anyone’s … Continue reading

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One of the biggest copper/gold deposits in the world.

Western Copper And Gold – Small Company With Huge Deposit In a previous article (published in February) I suggested it’s wise to invest in copper highlighting two names. I discussed one large company, Freeport-McMoRan and a small Canadian exploration company developing … 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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FED cut is golden for GOLD!

Although the price of gold has been on the rise long before the onset of the coronavirus (see my previous article), the FED’s surprise rate cut will be the catalyst for new highs.  Those who attended the annual Prospectors & … Continue reading

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ls it the perfect storm? Did someone hit the sell everything button?

U.S. fund manager Peter Tchir sent a note to his clients entitled: “Did Someone Hit the Sell Everything Button?” His biggest concern (and everyone’s) is the sudden change in behavior – panic selling. Younger money managers likely haven’t experienced the … 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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Gold rally ignored but easy to understand.

In the Globe & Mail, I read the headline “Generalists still wary on gold despite recent rally” but: The rally isn’t that recent. It’s been ignored by more than just ‘generalists.’ In the late summer of 2018, in anticipation of a … 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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First a correction; and then another banner year for stock markets!

It shouldn’t be surprising that the current ‘mood’ just oozes caution.   The market is kind of like the bear (I met one face-to-face in Alaska many moons ago while fishing in ‘his‘ creek) – at one moment the bear seems content and … 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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