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Editor's note: Originally published at tsi-blog.com on November 11, 2019. In an earlier blog post I discussed the relationship between gold and inflation expectations. Contrary to popular opinion, gold tends to perform relatively poorly when inflation expectations are rising and relati...

Welcome to this week's Market Wrap Podcast, I'm Mike Gleason. Coming up, David Jensen of Jensen Strategic joins me for a revealing conversation on why he believes we've passed the point of no return when it comes to monetary policy, how the recent injection of liquidity by the Fed will ...

On October 30, the US Federal Reserve cut the short-term Fed Funds rate by 25 basis points. The move was the third since July 31 that pushed the Fed's benchmark to 1.50% to 1.75%. Over that period, the Fed had not only reduced short-term interest rates, but it also ended its balance sheet norm...

By Gregor Spilker After a few years away from the spotlight, the gold market has returned. Its performance year-to-date is up nearly 20% as investors flocked to safe haven assets in the light of trade wars and geopolitical uncertainty. With the Federal Reserve turning dovish and yields...

Introduction We have long held the belief that gold and the US dollar have an inverse relationship and that the relaxation of monetary policy will eventually weaken the US dollar and, in turn, boost gold prices. Last week was no exception, as the Federal Reserve once again moved in an at...

Last month, Seeking Alpha published our article describing our Expectations of Future Upside in the precious metals and miners sector. In this article, I discussed two potential routes for both metals and miners to achieve markedly higher levels. Since then, the complex has resolved very lit...

Editor's note: Seeking Alpha is proud to welcome Massimo Guidolin as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA PREMIUM. Click here to find out more » by Monia Magnan...

Not too long ago, we wrote about the so called Modern Monetary so called Theory ((MMT)). It is not modern, and it is not a theory. We called it a cargo cult . You'd think that everyone would know that donning fake headphones made of coconut shells, and waving tiki torches will not summon airp...

Gold has been holding up because of a weaker dollar and continued fears about a non-existent recession. In this piece, we update the gold market. Gold has been unable to stay above its 50-day MA, and it is below 1500 as we write this. The dollar is starting to strengthen now that the Fed has...

In October, the US interest rate was reduced for the third time in the current year. Notably, the language in the Fed statement points to a higher bar for further easing: Source It is also significant that judging by the futures, the market does not expect a change in the key rate leve...