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.
A healthy gold stock correction
(Kitco commentary) - Gold stocks are pulling back from the overbought risk area, as anticipated
The tardy Fed and the new macro
(Kitco commentary) - In 2021 and 2022 we called the Federal Reserve "tardy" on several occasions as they doggedly held to their "transitory" inflation stance long after reasonable people (using the right indicators) would have given up on such a notion.
Gold stocks are not yet unique, but thats coming
(Kitco commentary) - Gold stocks have been among the leaders of the Q1 rally, but are not yet unique
Q4-Q1 rally regains its mojo, led by the miners
(Kitco commentary) - Copper and Gold miners are leading the Q4-Q1 rally in broad asset markets
As inflation signals fade, the gold mining sector outperforms
(Kitco commentary) - The gold mining sector is doing what it should do amid fading inflation
NFTRH 732 excerpt on Bonds & Gold
(Kitco commentary) - NFTRH 732 excerpt discusses bonds and bond market indicators with respect to the gold price
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