Gold
View from the North Country
Wall Street anticipates relatively dull markets in July and August, especially August. It doesn't always work out that way. Also, Polling the Pros in June, a re-examiniation of the gold rally and an update on gambling stocks.
View from the North Country
Client Questions...Gold: Is It A New Bull Market?...Gambling Stock Update...The 50 Largest Non-Financial Multinationals, A Survey By The Economist
View from the North Country
Client Questions...What Do You Think About Gold?...How Municipal Bonds Compare With Taxables...Don't Short The Gambling Stocks Yet
View from the North Country
In terms of outstanding investment returns from U.S. markets, the last 10 years have been close to unprecedented but the next decade in this business won't be so easy. This is what our historical research and common sense tells us.
View From The North Country
When President Clinton presented his economic package of proposals I happened to be out of the country, under a palm tree, reading Jimmy Buffet's first novel "Where is Joe Merchant?"
Scanning The Markets
The table on the next page is a performance rundown for Leuthold equity market sectors (and other measures) ranked by February 1993 performance.
View From The North Country
The parties are over, the cheering has stopped and the sax has been put back in the closet.
View from the North Country
Politics and the Stock Market...Fiscal Reform the Hard Way...What's Up With Gold (Not Much except a Weak Dollar)...Eskom (South Africa's Electric Utility) Bonds: A 20% Yield with Some Risk As Well
What Is Going On With Gold?
Our gold stock holdings can be viewed almost exclusively as a defensive bear market tactical measure. But we are troubled by recent price action in the underlying metal. When viewing the price of gold against currencies such as the Swiss Franc, weakness is far more obvious.
View from the North Country
Speaker Notes from Collins Associates Client Conference...The Passing of Two Good Friends, Jim Arnold and Sedge Coppock...Other Voices on Program Trading...What Is Going on In Gold
Why We Are Adding Gold Stocks To The Equity Model
We view this new holding in “North American Golds” as a tactical play, more or less of a defensive move in a stock market that appears increasingly vulnerable. But it could end up being much more than that if real trouble or turmoil lies ahead.
View from the North Country
Aussie Bonds Attractive Once Again...MTA Seminar...Copper Update...The Age Wave Consumer...Bullish? Gold Charts
View from the North Country
Benchmarks Mailed to All Clients in Late March...Hall Of Famer “Sedge” Coppock...MTA Annual Seminar May 19-21, Naples, Florida...New Zealand Update...Precious Metals Update
View from the North Country
New Dow Jones Industry Groups Unveiled...Another View of Gold, In Dollars and In Francs
Platinum and Gold
This issue our conventional asset allocation model is shifting part of its catastrophe insurance gold holding into platinum. We are becoming increasingly concerned about a gold glut in the next decade, while quantum leaps in platinum production are not in prospect.
View from the North Country
Thoughts from the airplane…Two pictures of gold…Is finding values in this market “Mission Impossible?”
View from the North Country
A Giant Step Backward: Hoggish House’s Pork Barrel Propensity for Speedy Spending… Gold stocks are exploding, but gold itself is only edging higher. What is going on?
Gold Continues to Run
Something strange is occurring in the gold market and it is not related to inflation. We have been discussing this for the last two months and here is an update for those interested. I continue to believe most portfolios should own some gold.
Focus on Gold
Something strange is occurring in the gold market and it is not related to inflation. We touched on this a month ago, but this time we have added some thoughts. I continue to believe most portfolios should own some gold.
Gold and Gold Stocks
Prudent investors should include gold in their long-term portfolio asset mix considerations. Most don’t, but they should. However, our intermediate term outlook for the price of gold is not all that optimistic. Nevertheless, we think the aggressive investor is currently being presented with an attractive capital gains opportunity in South African gold shares.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
