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 | Robert Blumen |
| What Is Key for the Price Formation of Gold |
| Robert Blumen discusses some important but widely misunderstood elements acting on the gold price. He explains that frequently cited gold demand statistics have no relationship to the gold price. In addition, he explains that the annual gold mine production is of very little influence, as gold is hoarded, not consumed like other commodities.
Robert Blumen was born in 1964 and grWednesday, January 27, 2021 |
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| Silver technicals - Zealllc |
 Silver Bull Seasonals |
| Wednesday, November 25, 2020 |
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 | John Butler - Goldmoney |
| Financial crisis dynamics, the ‘shadow’ gold demand, and Mene |
| The study of financial crises is as old as the economics discipline itself. One of the most prominent theorists of financial crises ever to hold a senior Federal Reserve policy position was John Exter, vice-president of the New York Federal Reserve during the 1950s. Several years ago I co-wrote a series of essays on Exter’s theories together with his sonin- law, Barry Downs. In this paper, building on Exter’s work, including his eponymous ‘pyramid’, I introduce a new ‘hourglass’ framework for unSaturday, November 14, 2020 |
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 | Rob Kirby - Kirby Analytics |
Forensic Examination of the Gold Carry Trade  |
| Friday, October 16, 2020 |
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 | Nathan Lewis - New World Economics |
| Blame Gold |
| We have been talking about The Midas Paradox (2015), by Scott Sumner.
July 23, 2017: The Midas Paradox (2015), by Scott Sumner.
As you probably guessed from the three-word title, the book can be summarized in two words, which are: “blame gold.”
This, as we have seen, is actually a relatively new notion, even if it enjoys some popularity today. The general consensus, which later (after 1950) became the Keynesian consensus, did not blame gold, or indeed, monetary policy in general, for the Great DFriday, July 3, 2020 |
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 | FOFOA - FoFOA |
Fiat 33  |
| "Sir, I would say, "Old World Order" to return.
To understand/explain better: A very easy way
to view this "order", would be to simply say that
the American Experience is reaching the end! As we know,
world war two left Europe and the world economy destroyed.
Many thinkers of that period thought that the world was about
to enter a decades long depression as it worked to rebuild real
assets lost in the conflict. It was this war that so impacted the
idea of looking positively toward the fuSunday, June 21, 2020 |
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 | Mish - Global Economic Analysis |
 Misconceptions about Gold  |
| Few markets are as widely misunderstood and subject to so many misconceptions as gold. Many of those misconceptions stem from gold's dual role as a commodity and money. This post will attempt to clear up some of those misconception with a few facts. Let's start with one key fact. Gold is Money
Gold is MoneyWednesday, May 27, 2020 |
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| Robert Blumen - 24hgold |
| The Myth of the Gold Supply Deficit |
| Analyses based on annual supply and demand of gold appear on a daily basis, whether posted to gold web sites or in the financial media, many of them by the most respected analysts of gold mining shares. These articles typically show an imbalance between supply and demand, suggesting that there is a gold supply deficit. From there, the conclusion follows that a much higher gold price is required in order to bring supply and demand into balance.Friday, March 27, 2020 |
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 | Adam Hamilton - Zealllc |
| Gold Miners’ Q4’17 Fundamentals |
| The
gold miners’ stocks remain deeply out of favor, trading at prices
seen when gold was half or even a quarter of current levels. So
many traders assume this small contrarian sector must be really
struggling fundamentally. But nothing could be farther from the
truth! The major gold miners’ recently-released Q4’17 results prove
they are thriving. Their languishing stock prices are the result of
irrational herd sentiment.
Four
times a year publicly-traded coFriday, March 16, 2018 |
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 | Mark O'Byrne - gold.ie |
| Stock Market Selloff Showed Gold Can Reduce Portfolio Risk |
| – Recent stock market selloff showed gold can deliver returns and reduce portfolio risk– Gold’s performance during stock market selloff was consistent with historical behaviour– Gold up nearly 10% in last year but performance during recent selloff was short-lived– The stronger the market pullback, the stronger gold’s rally– WGC: ‘a good time for investors to consider including or adding gold as a strategic component to their portfolios.’– Gold remains one of the best assets outperforming treasurTuesday, March 13, 2018 |
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 | Adrian Ash - Bullion Vault |
| China's 2018 Gold Buying: Half-Empty, Half-Full |
| Analysts split on China's demand as gold jewelry tastes change...
LEADING ANALYSTS are split over the prospects for China's private gold buying in 2018, as a "healthy outlook" from one consultancy contrasts with a "tough year in store" from another.
"China's gold demand is likely to have peaked in 2013," says
Thomson Reuters GFMS, "and is very unlikely to return to thoseFriday, March 9, 2018 |
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| Adam Hamilton - Zealllc |
| Fed Hikes, Dollar, and Gold |
| The
US dollar has fallen rather sharply over the past year or so,
despite ongoing Fed rate hikes. This persistent dollar weakness has
really boosted gold. There’s a fascinating interplay between these
two currencies and futures speculators’ expectations for Fed rate
hikes. These traders hang on every word from top Fed officials,
which greatly influences their trading. So these relationships are
important to understand.
In
late December 2016, the venerable UFriday, March 2, 2018 |
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| Mark O'Byrne - gold.ie |
| Four Key Themes To Drive Gold Prices In 2018 – World Gold Council |
| – Four key themes to drive gold prices in 2018 – World Gold Council annual review– Monetary policies, frothy asset prices, global growth and demand and increasing market access important in 2018
– Weak US dollar in 2017 saw gold price up 13.5%, largest gain since 2010– “Strong gold price performance was a positive for investors and producers, and was symptomatic of a more profound shift in sentiment: a growing recognition of gold’s
role as a wealth preservation and risk mitigation tool” – China’Friday, March 2, 2018 |
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 | Stewart Thomson - Graceland Update |
| Gold's Golden Week |
| I’ve noted that when China’s markets go quiet during the “Golden Week” holiday, the gold price tends to soften.
This is the key gold chart. Price softness is expected during this holiday, and the good news is that it is occurring on very light volume.
The bears would argue there’s a small double top in play, while the bulls have an inverse head and shoulders bottom pattern on their team. A bull flag pattern may also have formed.
I’ve told investors to expect a substantial battle between theTuesday, February 20, 2018 |
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| SRSrocco - SRSRocco Report |
| Top Gold Producers Mine Supply To Fall Right When Potential Investment Demand To Surge |
| The gold market is setting up for a perfect storm as the top mining producers’ supply is forecasted to decline right when demand is likely to surge. The surge in gold demand will occur as the broader stock markets roll over and begin their inevitable massive correction. Due to the tremendous amount of leverage in the system, the coming market correction will be quite violent at times. If investors believe the correction is over, and high times are here again, then they haven’t learned anythinTuesday, February 20, 2018 |
|
 | Andy Hoffman - Miles Franklin |
| “Thelma and Louise” Moments in Markets |
| This article was written for Miles Franklin by Gary Christenson.
The movie “Thelma and Louise” was released in 1991. One theme it discussed was “crossing over” or going beyond the point of no return. The consequences were tragic.
Markets occasionally experience “Thelma and Louise” (T&L) moments when they “cross over” into a new phase. The results are usually tragic. Now is a good time to call Miles Franklin to convert over-valued digital assets into real silver bullion.
Thelma (Geena Davis): “Thursday, February 15, 2018 |
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| BullionStar - Bullion Star |
| The Celebration of Chinese New Year |
| Chinese New Year is probably the most important date in the Chinese calendar, with the event being celebrated throughout China and in Chinese communities around the world. Gold plays an essential part of the Chinese New Year celebrations.
Also known as Lunar New Year, the date on which Chinese New Year falls each year is variable since it follows the Lunisolar calendar, hence the New Year festival is a movable event. However, Chinese New Year usually falls somewhere between 21 January and 21 FebSunday, February 11, 2018 |
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| Mark O'Byrne - gold.ie |
| Peak Gold: Global Gold Supply Flat In 2017 As China Output Falls By 9 |
| Peak Gold: 2017 Supply Flat As China Output Falls By 9%
– China gold production falls by 9% to 420.5t in 2017– Chinese gold demand rose 4% to 953.3t in same period– China is largest producer and accounts for 15% of global gold production– China does not export gold. Increasing foreign gold acquisitions to meet demand– Global gold production flat – 3,269t in ’17 from 3,263t in ’16, smallest increase since ’08– is here: supply set to fall gradually while global demand remains robust
Editor: Mark Thursday, February 8, 2018 |
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| Adam Hamilton - Zealllc |
| Radical Gold Underinvestment 4 |
| Global investors are radically underinvested in gold today. Years
of relentless stock-market rallying to endless new record highs have
left this classic alternative investment deeply out of favor. But
this gold-demand ebb is ending. The same central banks that fueled
these extreme stock markets through epic easing are reversing to
massive and unprecedented tightening. As stocks roll over, gold
investment will return.
Gold
is a unique asset class established oveFriday, February 2, 2018 |
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 | Przemyslaw Radomski CFA - SunshineProfits |
| Four Key Trends for Gold Market in 2018 |
| The World Gold Council published its gold market outlook for 2018. Will gold continue its January rally or should we expect declines?
Solid Gold’s Performance in 2017
The World Gold Council begins its report with a short summary of 2017. The organization points out that gold performed relatively well, given the fact that the global economy picked up, risk assets rose in value, while the Fed hiked interest rates three times. Against this backdrop, the price of gold in U.S. dollars rose 13.5 perceThursday, February 1, 2018 |
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