Supply & Demand

Some investors choose to defer their investment in gold, arguing that gold is “too expensive.” This article therefore aims to measure the opportunity cost incurred by an investor who decides to delay investing in gold.

This week, we will revisit a blast from the past when we looked at three fun ratio charts to see if we could pick up any clues about the future direction of the gold price.

The silver market is at a critical juncture, marked by a growing dislocation between the physical and paper markets. While Western banks are still trying to manipulate silver prices via the paper market, physical demand is accelerating. This growing appetite for physical silver in the face of con...

China, the world’s largest gold producer and consumer—and the second-largest silver producer—has unveiled a national strategy to boost precious metals mining. To implement this policy , there is only one way: Let the prices of gold and silver rise by making the mechanism of "supply and demand" wo...

While gold has been the big winner in recent years, many other metals are now becoming increasingly scarce: silver, platinum, copper and others. This trend is based on both persistent tensions on the supply side and structurally high demand.

This week, we will look at a couple of gold ratio charts that suggest we may be entering into a mania phase in the yellow metal that could run for several years.

Many banks, governments and large funds are buying gold on a massive scale via perfectly legal but off-market channels. This is a growing trend, mainly in the Middle East and Asia, which makes the measurement of gold's value more complex than it first appears.

This week, we look at a couple of compelling Silver charts that indicate it could be poised for an historic breakout and impulsive run to all time highs and beyond.

It is very likely that the bond crash will cause a sharp correction in stock markets. This massive destruction of the money supply will sweep away everything in its path. Mining stocks, in particular, are likely to be heavily impacted by the coming credit crunch. Therefore, investments in physica...

This week, we'll have a look at the charts of Platinum and the Gold/Platinum ratio in an effort to see if Gold has a big move left in it. Platinum tells us that we could be at an inflection point in the gold secular bull market.