Articles related to Underinvestment
 
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 co
Friday, March 16, 2018
Adam Hamilton - Zealllc
Gold’s Curious Sentiment
Gold is faring quite well today technically, though you sure wouldn’t know it from the rampant bearish sentiment.  Gold’s price is in a strong uptrend over a year old, high in both its current upleg and young bull market.  Gold isn’t far from breaking out to its best levels since September 2013, a really big deal.  The stock markets even finally sold off after years of unnatural calm.  Yet traders are still down on gold. Across all markets price action drives p
Friday, February 23, 2018
Adam Hamilton - Zealllc
Stock Selling Unleashed!
The unnaturally-tranquil stock markets suddenly plunged over this past week.  Volatility skyrocketed out of the blue and shattered years of artificial calm conjured by extreme central-bank distortions.  This was a huge shock to the legions of hyper-complacent traders, who are realizing stocks don’t rally forever.  With stock selling unleashed again, herd psychology will start shifting back to bearish which will fuel lots more selling. As a contrarian student of
Sunday, February 11, 2018
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 ove
Friday, February 2, 2018
Oilprice.com - oilprice.com
Forget Oil Prices, Oil Majors Are A Buy
Oil stocks have been performing dismally this year, and oil prices have failed to sustain a rally, so why are these stocks still attractive? Low valuations and high dividend yields, say analysts.  Supermajor oil companies are living a new reality that is based on new profits in a forever-low oil price environment—and globally, analysts say, the oil sector is a great investment. Value has returned, because international oil giants have adapted. The initial enthusiasm over OPEC’s production cut de
Tuesday, August 22, 2017
The Gold Report
The Silver Lining of the 'Violent, Stunning, Historic Collapse of Palladium' and How to Profit from It
Palladium took a dive this week, and Chen Lin, author of the popular newsletter What Is Chen Buying, What Is Chen Selling?, explains what happened and how investors can profit from the drop. This is President Trump's first week in office and a huge week for the stock market. However, not many noticed the palladium futures market experienced the "violent, stunning, historic collapse," according to the well-known market commentator Dennis Gartman, the "com
Friday, January 27, 2017
Adam Hamilton - Zealllc
Radical Gold Underinvestment 3
Gold was again blasted to new post-election lows this week, further trashing contrarian sentiment.  The Fed proved more hawkish than expected in its rate-hike-trajectory forecast, unleashing heavy selling in gold futures.  This catapulted gold bearishness back up to extremes not seen in a year.  Investors are once again convinced gold is doomed, and thus radically underinvested.  That’s actually super-bullish for gold. It certainly wasn’t the Fed’s second rate
Friday, December 16, 2016
Adam Hamilton - Zealllc
Gold-Futures Selling Exhausting
Gold has suffered brutal, withering selling pressure in the month following the US presidential election.  The stock markets’ surprise surge after Trump’s surprise win has led speculators and investors alike to rush for the gold exits.  As usual the former group’s extreme selling came largely through gold futures.  But this gold-futures dumping has been so severe that it is rapidly exhausting itself, a bullish omen for gold. Gold’s stunning post-election sellof
Friday, December 9, 2016
Adam Hamilton - Zealllc
  Why Has Gold Stalled
Gold’s young bull market has totally stalled out in the past couple months.  This major loss of momentum following gold’s powerful surges in 2016’s first half is really souring sentiment and vexing traders.  They are trying to figure out if gold’s recent consolidation drift is the dawn of a new bearish trend or a healthy pause within an ongoing bull.  The likely answer comes from understanding what’s causing gold’s high consolidation. Back in mid-Decemb
Friday, September 16, 2016
Alasdair Macleod - Finance and Eco.
How GDP conceals inflation
There are so many things wrong with GDP, that even mainstream economists are becoming vaguely aware of its shortcomings.A good friend drew my attention to a Bloomberg article on this subject, which at least shows a growing awareness that there’s a problem. Unfortunately, this awareness does not extend to its underlying nature.GDP statistics only capture an incomplete snapshot of the economy at one moment in time. Since the economy is continually evolving, that snapshot is immediately out of date
Wednesday, August 24, 2016
Adam Hamilton - Zealllc
Fueling Gold Stocks’ Next Upleg
Gold stocks’ new bull market this year has already proven breathtaking.  This obscure sector has nearly tripled within a matter of months, yielding immense profits for the smart contrarians who bought in low.  But after such a blistering surge, what’s going to fuel gold stocks’ next upleg?  Heavy gold investment buying driving its price much higher will greatly boost gold-mining profitability, attracting in far more capital. Gold stocks’ new bull run in
Friday, August 12, 2016
Chris Powell - GATA
Miner sees silver price surging ninefold as global gadgets boom
http://www.bloomberg.com/news/articles/2016-05-26/miner-sees-silver-pric... A major Japanese electronics maker approached First Majestic Silver Corp. for the first time last month seeking to lock in future stock, a sign of supply concerns that could boost the metal’s price ninefold, according to the best-performing producer of the metal. “For an electronics manufacturer to come directly to us -- that tells me something is changing in the market,” said Keith Neumeyer, chief executive officer of F
Thursday, May 26, 2016
Adam Hamilton - Zealllc
Gold Stocks Double, To Double
Gold-mining stocks surged higher this past week after breaking free from their high consolidation.  This newest upleg catapulted gold stocks to a doubling in less than 3 months, a remarkable world-leading performance.  But despite its quick doubling, this red-hot sector still has another easy doubling left to come from here.  Gold-mining stocks still remain greatly undervalued relative to prevailing gold prices. Gold stocks’ whipsawing journey so far th
Friday, April 15, 2016
Adam Hamilton - Gold Versus Paper
Massive Gold Investment Buying
Gold’s powerful surge in 2016 has been driven by utterly massive investment buying.  This is a marked sea change from recent years, where investors relentlessly pulled capital out of gold.  But with that dire sentiment reversing, they are rushing back in with a vengeance.  Major investment capital inflows into gold are an exceedingly-bullish omen, as they are what transform a mere gold rally into a new bull market. With gold enthusiasm growing, it’s eas
Friday, March 4, 2016
Adam Hamilton - Zealllc
Fueling Gold’s 2016 Upleg
Gold certainly had a rough year in 2015, grinding inexorably lower on Fed-rate-hike fears and investor abandonment.  But gold is poised to rebound dramatically in this new year, mean reverting out of its recent deep secular lows.  The drivers of gold’s weakness have soared to such extremes that they have to reverse hard.  The resulting heavy buying from dominant groups of traders will fuel gold’s mighty 2016 upleg. Investment demand, or lack thereof, is wha
Thursday, December 31, 2015
Adam Hamilton - Zealllc
Post-ZIRP Stock/Gold Era 
The Federal Reserve finally mustered the courage to end its radical zero-interest-rate-policy experiment this week.  Its quarter-point rate hike announced on the seventh anniversary of ZIRP kicks off the long road to normalization.  This leaves the stock markets and gold in unprecedented uncharted territory.  The Fed has never before attempted to exit ZIRP, let alone in the midst of such extremely distorted markets. The Fed’s ZIRP saga symmetrically end
Friday, December 18, 2015
Adam Hamilton - Zealllc
Shorts Savage Gold After Fed
Gold has enjoyed a strong new uptrend in recent months following last summer’s extreme gold-futures shorting attack.  But speculators returned with a vengeance this past week, aggressively dumping gold futures again following a hawkish surprise by the Fed.  The resulting gold plunge shattered its support, and thrust sentiment back into hyper-bearish territory.  But gold-futures shorting soon reverses to big buying. In recent years the gold-futures trading b
Friday, November 6, 2015
Adam Hamilton - Zealllc
  Silvers Deep Undervaluation 
Silver is finally showing some signs of life after suffering a dark year.  The epically-bearish sentiment that bludgeoned this metal to major secular lows is cracking, with a strong rebound rally now underway.  And this recent buying is likely just the earliest vanguard, as silver remains deeply undervalued relative to its primary driver gold.  Silver will need an utterly massive upleg to fully mean revert to normal levels. Silver has been out of favor
Friday, October 23, 2015
Adam Hamilton - Zealllc
Radical Gold Underinvestment 2
Despite gold blasting higher this month, this metal remains deeply out of favor among investors.  They have shunned it for years thanks to extreme central-bank money printing levitating stock markets.  This slayed demand for alternative investments, led by gold.  But the resulting radical underinvestment in gold today is super-bullish.  Vast capital inflows will be necessary to return gold investment to normal levels. It?s impossible to overstate just h
Friday, October 16, 2015
Adam Hamilton - Zealllc
  Gold Stocks' Major Breakout 
The left-for-dead gold stocks have rallied dramatically this past week, surging to a major breakout.  This pivotal technical event reveals the hyper-bearish psychology plaguing this sector in recent months is dissipating, paving the way for investment capital to return.  And given the fundamentally-absurd price levels in this battered sector, this new gold-stock buying is likely just the initial vanguard of a massive new upleg. Even among contrarians, t
Friday, October 9, 2015
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