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The fundamentals supporting a monster move in gold and silver have never been stronger. Gold and silver are at their cheapest levels relative to other commodities since 2009. Institutional investment allocation to the precious metals sector is at a historical low at well less than...
Precious metals have shown resilience despite rising yields and strengthening dollar. Fundamentals, technical, and sentiment mostly favorable for gold and silver. Inflation hedge and safe haven demand likely to be drivers of next bullish move. For further details see: Go...
Despite the prices of oil, copper, and other commodities skyrocketing, the price of gold has not been going up. The default assumption is there can only be one possible explanation: price suppression. But there just is not the shortage, much less panic, that some gold analysts proclai...
The current surge in inflation and weakness in growth are in large part the result of the growth in government spending over the past 18 months. The fact that policymakers continue to believe that weak growth can be somehow cured by more easy monetary and fiscal policy suggests that m...
The inevitable rise of commodities required for a greener future. Will the supply squeeze on commodities continue? Does this mark the start of another commodities supercycle? For further details see: Copper Price Nears Record High On Supply Squeeze: Will The Rally Contin...
Bloomberg Spot Commodity Index recently hit a new all-time high, eclipsing the levels seen in 2008 and 2011. Copper prices have also surged of late, but copper is not yet at the same multi-year high levels as other base/industrial metals. If copper eventually follows the base meta...
A big week for precious metals markets as inflation pressures push consumer prices to painful new heights. Things will likely get even worse for Americans struggling with costs of living heading into the winter. And if at some point the Fed and its unlimited supplies of unbacked d...
It has been difficult to trade the market based on fundamentals since the pandemic struck. We appear to have several new black swans on the horizon to further muddy the application of fundamentals. The Fed is facing the issue of tapering and whether to raise interest rates. Th...
Melek: Prices of LNG will likely be tighter and petroleum product demand should go up. Melek: Gold is doing better than most people have thought. Melek: Silver is getting hit by unique industrial-side negatives. For further details see: What A Colder Winter And China's P...
Global Private Equity is in the lead, up 19.7% after its 2020 gain of 12.5%. Emerging Markets are the laggard with a YTD gain of just 1.5%. Commodities have come on strong this year after losing -7.8% last year. US REITs have rebounded strongly from last year's -4.7% decline. High...