Big Picture Views

Big Picture Views

With all the hype and noise built in to daily and weekly market management, sometimes it is worthwhile to dial out, calm things down and touch base with markets on the big picture. Here are views on various markets (with limited commentary) by way of...
Suddenly, Not A Bad Environment For Gold Miners

Suddenly, Not A Bad Environment For Gold Miners

A few years ago (when the world was very different) veteran mining analyst Jay Taylor told me something that seemed counterintuitive: Deflation can actually be a good thing for the gold and silver mining business — if the prices of mining inputs like oil fall...
Super Cool.. Incredible.. And A Must Read

Super Cool.. Incredible.. And A Must Read

Just take a moment and read this list – it’s full of cool stuff and essential information. – By the end of this year Amazon will have put 10,000 robots in their warehouses.  The robots are integrated into the delivery system and are estimated to save them...

Gold Stocks: Rally Acceleration!

1.    I expect global jewellery demand to support consistently higher gold prices, well into the month of February.  That’s partly because Chinese stock markets had a tremendous performance in 2014.   2.    Investors in China appear keen to celebrate the New Year by...
2015 – Fasten Your Seat Belts, This Could Be a Bumpy Ride

2015 – Fasten Your Seat Belts, This Could Be a Bumpy Ride

While higher stock prices are often cited as the biggest beneficiary of the Fed’s several rounds of quantitative easing (QE), a lesser cited beneficiary has been overall market volatility and the credit markets. With each round of QE and/or “Operation Twist” we’ve...
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