Supply & Demand

Including this year, gold has risen in 14 of the past 17 years at a 9.4% compound annual rate, far surpassing returns from stocks.

The opportunity to purchase gold and silver at reasonable prices is soon ending. There just won’t be enough gold to satisfy the coming demand.

Silver is currently trading around $17 an ounce. This is around 34% of its 1980 all-time high of $50. However, this is an incomplete representation of what silver is really trading at, relative to US dollars. When you look at the silver price, relative to US currency (the amount of actual US doll...

Last week featured two unusual stories on gold — one strange and the other truly weird. These stories explain why gold is not just money but is the most politicized form of money.

S&P 500 volume has been shrinking with respect to Gold volume, indicating growing interest in the Gold asset class versus the S&P 500.

Hong Kong Exchanges and Clearing Limited (“HKEX”) launched dual-currency (USD and RMB pricing and settlement) physical delivery Gold Futures Contracts (“Gold Contracts”) through its subsidiary, the Hong Kong Futures Exchange (“HKFE”), on 10 July 2017.

To understand why the somewhat cliche 10% gold investment allocation mantra may be somewhat misleading today, some historical context is required.

The latest extremely bullish COT charts are not negated by the dollar being oversold here and some of its indicators looking positive. The bigger picture is that the dollar may be headed for a breakdown and severe decline or even a crash.

Zero interest rates are causing financial instability.

With the COTs having cleared in the PMs & goldstocks poised to move higher it looks like it is time for gold to move up & break the 6 year downtrend line & move solidly away from it.