Gold
Gold’s Implications For Other Commodities
Gold’s recent weakness may be more ominous for industrial commodity investors.
Gold: Twelve Years And Going Strong
A textbook, commodity-like top in gold would be a panicky, spiky event that would take the metal well above $2000.
The Changing Role of Gold In An Investment Portfolio
As global capital markets are yet again dominated by extreme macro-economic uncertainty, gold appears to be behaving as a hedge against extreme equity market movements, a store of value and an alternative to fiat currencies.
Up Market In January = Up Year??
As January goes, so goes the year. 2012 looks like it could well be an up year for stocks based on the January barometer. Market cycle chart from 1958 also says 2012 will be the “time to buy.”
Predictions for 2012…
From the stock market to politics to football, Doug Ramsey offers up ten predictions and thoughts for the New Year…. Even though we’ve already had a one month “peek” at 2012.
Golden Milestone
The yellow metal itself celebrated 40 years of “independence” by pulling ahead of the S&P 500 on a cumulative, total return basis since the gold window was closed.
The Bull Market’s Technical “Book Ends”
The 30-point collapse in the S&P 500 on Tuesday, August 2nd completed a bearish H&S pattern that has been several months in the making.
Two Down… One To Go?
Doug Ramsey highlights the “point of recognition” in this month’s “Inside The Stock Market” section. This is the point of maximum market upthrust, the point at which even hardened pessimists become convinced that the economic recovery and bull market are for real.
2010: Better Than It Felt
2010 was better than it felt for the equity markets, but while 2011 may be better for the economy, it might not be as strong for the equity markets. Could the bull market be running out of milestones?
Perspectives On Gold: Relationships That Help Us Understand Gold Price Movements
All our asset allocation portfolios have commitment to gold and silver. This month’s “Of Special Interest” focuses on the yellow metal. Valuation matrixes are of little use, but we do present a variety of relationships that may help at least understand the price movements of gold.
Warming Up To Gold
One might have expected gold and gold stocks to stumble as investors abandoned their defensive postures. However, spot gold and gold stocks (on a relative basis) are threatening to break out to new highs.
Portraits Of Declining Inflation
Jim Floyd and Steve Leuthold believe that U.S. consumer price inflation has peaked and is headed for the +3% level by mid-2009. With current headline inflation running at +5.4%, that implies there is plenty of disinflation in the pipeline.
We're Bullish (And Hoping For “Small” Gains)
Improving cyclical leadership could be signaling that the bear market is in its final stages. In 10 of the 12 past bear markets, cyclical stocks turned up prior to the conclusion of the bear.
What A Difference The Currency Makes
A look at gold priced in dollars versus euros.
View From The North Country
Not only is October ‘National Pork Month’ in the U.S., it is the “Year of the Pig” in China. This brings to mind the old stock market homily “A Bull can make money and a Bear can make money, but Pigs are losers.”
View From The North Country
2007 half time report. Revisiting our original 2007 projections with some current modifications. Outlook for stock market, interest rates, inflation, profits, economy, the deficits, the U.S. dollar and gold.
View From The North Country
A recap of the year so far, and our outlook for the second half of 2005.
View From The North Country
Steve’s assessment of the current bullish and bearish factors. Also, Leuthold’s recent discussion of secular bear markets, sparked some debate among readers.
View From The North Country
Steve's Half Time Report: A recap of the year so far, and our outlook for the second half of 2004.
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