Tag Archives: precious metals
Is Quantitative Easing Alive and Well? Evidence Mounts Suggesting the Answer Is Yes
Today, I’d like to address a curious phenomenon developing in the Treasury market. March 31st supposedly marked the end of the Fed’s quantitative easing (Q.E.) phase. We were told the Fed would no longer print money and buy mortgage backed securities. There was, of course, no discussion about the Fed printing money and buying other assets. However, ‘ending Q.E.’ carries […]
Equity Markets Drop Over 2%, Gold and The US$ rally Together
Yesterday, the equity markets sold off over 2% while the US$ and GOLD moved sharply higher. That’s right, you read correctly, Gold and the US$ moved up together. This action comes as no surprise to the partners of RCM. Over the last year or so, I have explained to anyone willing to listen that the real move higher in Gold […]
Inflection Point For Gold?
My Feb. 25th remarks stressed the need for a solid defense based on the current market environment. Today, let’s have some fun and talk offense. We at RCM have carried the precious metals torch for quite some time. We have explained on countless occasions via this blog, via radio interviews and through one on one conversations, that prodigious fiat currency […]
Investment Strategy 2010, Welcome to Our Research Room, US$ vs.Yuan
Investment strategy: Many factors will affect our investment strategy in 2010 not the least of which will be the continued development of the Chinese dragon. The transformation of China into an economic powerhouse will lead to many dynamic investment opportunities for those who can separate the proverbial wheat from the shaft. I can think of no better international combine driver than our own research guru, […]
Precious Metals: A Minuscule Market, BLS Jobs Report Worthless, Obama Continues to Increase Spending, U.S. Treasury Zero-Rate Auction
The volatility of precious metals prices will continue to astound. For those requiring a courage boost, I offer the following information as succor… The Precious Metals market is minuscule – Matterhorn Asset Management The graph below shows how small the gold and silver industries and markets are in relation to major US corporations and to total world financial assets. The […]
Stock Market Investing: Fallout From Employment Data
Stock Market Investing: Market action continues to revolve around the fallout from Friday’s employment data. Equity markets consolidate and precious metals take a breather. Yes, I wrote ‘take a breather’. Allow me to state unequivocally, we believe a dubious government supplied employment number lacks the power to end a Gold and Silver generational bull market. If you feel otherwise, please […]
Stock Market Investing: The Dubai Implications, Investment Strategy: Generational Move Unfolding For Gold and Silver Prices
NEW YORK (CNNMoney.com) — The news that the sovereign wealth fund of Dubai requested a postponement of billions of dollars of debt this week could pose a big problem for U.S. banks… …Bove said the underlying problem is that there is a lot of uncertainty floating around. For example, there’s little information available about counterparty derivatives, guarantees that transfer default […]
On Today’s Menu: Market Thoughts Straight From the Experts
Juggling the recent debt crisis in Dubai, reports of a growing asset bubble, the latest unemployment data, and last Thursday’s turkey leftovers can present a formidable task for even the most seasoned of investors. During times like these, why not sit back, loosen up the belt, and digest an admittedly ‘lite’ version of market commentary? Jeffrey Saut, Chief Investment Strategist […]
Housing Starts Crater, Economy Woes Tie Fed Hands, GLD Warnings, Paulson & Touradji Make Bold Gold Statements
Mid-week and the economic numbers continue to disappoint. However, equity investors should take heart and view the chart above. This is a monthly chart illustrating the direction of the US$ and the inverse relationship with the S&P500. The chart dates back to 2000, but you can see the correlation has become more intense in the last 12 months. So, as […]
Stock Market Investing: Stay the Course & Ride the Wave, GDP not 3.5%?, Economic Numbers Troublesome, Hyperinflation Rapidly Approaching
Stock Market Investing: No change from last week. The technicals didn’t get much better but an overwhelming tsunami of weak economic data helped to drive the US$ lower and drove both hard asset prices and equity prices higher.Read More… …Meanwhile, even as Brazil implements policy changes to stop its currency from appreciating, the Real advances adding credence to the Economist […]
