The Commodity Report #62
Commodities rallied as the dollar weakened and real rates declined again. As you can see above, the CRB index bounced right from the 200D MA.
284 Views
The Commodity Report #59
The benchmark, CRB Commodity Index, ended the week 1,4% lower. What bottoms usually first? Bonds! While we may be some weeks off the low in the...
281 Views
Gold Is 13% Overvalued - Why That'll Soon Look Cheap
Investors are overly fixated on the rise in real rates as the driver of the gold price. They forget the tailwind of inflation and the option value...
679 Views
The Commodity Report #58
The benchmark, CRB Commodity Index, ended the week 1,2% lower. The news of the week was probably that the Atlanta FED changed its GDP now forecast...
228 Views
Why Is Gold Ownership so Low?
The chart below shows the performance of gold against the S&P500 and NASDAQ since 2000. Gold has demolished both. It’s a striking picture...
685 Views