Gold miners are on schedule
(Kitco commentary) - Gold miners continue to correct per projections as GDX drops toward a buy zone
Gold price suppression, or unbroken confidence by the herd?
(Kitco commentary) - Gold price suppression is the excuse du jour for its lack of relative performance; but that is not the reason
Inflation bugs puking for the wrong reasons after April PPI report
(Kitco commentary) - The April PPI report came in to the disinflationary side, and as a side note unemployment claims jumped to the highest level since 2021.
Opportunity in gold stocks that most will miss
(Kitco commentary) - It's been two decades of pain with interim bullish flashes in gold stocks, and the herds are painfully aware. They've learned their lesson and now theyll miss a coming opportunity
Gold price (monthly chart), amid the noise
(Kitco commentary) - A monthly chart view of the gold price projects a break to blue sky, but needs to confirm a breakout first (and endure the noise of an in the bag banking sector)
Gold mining macro fundamentals checkup
(Kitco commentary) - The gold mining macro fundamentals that matter are constructive and likely to improve in 2023
As the inflation trades drop, gold out-performs and gold miners will benefit
(Kitco commentary) - The inflation trades are fading and gold is ascending to its rightful place in the disinflationary macro
Macro transition; Goldilocks now, deflation later
(Kitco commentary) - Since projecting the Q4-Q1 broad market rally back in November, we have been managing a macro transition within this rally. Based on the leadership of the Semiconductor sector and Tech, it has been dubbed a Goldilocks
Two macro market signals positive... for now
(Kitco commentary) - Excerpted from this weeks edition of Notes From the Rabbit Hole, NFTRH 747, a look at two currently positive macro market signals. When they turn it will be time for change. Meanwhile, the Q4-Q1 broad rally continues:
Inflation & commodities
(Kitco commentary) - The news is full of articles now discussing how food (Staples) producer prices are going to continue rising, how warehouse and distribution channels are pushing "inflation" higher, how charges to use cargo containers and transportation are all pushing "inflation" higher.
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