Bearishness Abounds: Looking for Catalysts to Go Long
INVESTMENT VIEW: Hedge fund bearishness towards Gold (GOLD COMDTY) is now even more extreme than in January 2016, which was just before the start...
324 Views
Cryptocurrency Poses No Threat to Gold's Investment Case
Safe-haven dollars are unlikely to flow into cryptocurrencyWith their meteoric price rises in 2017, cryptocurrencies garnered the attention of even...
476 Views
TRL for USD; Exchanging One Twin Deficit and Populist Government for Another
Safe haven demand is strong for the USD with alternatives gold, JPY and bitcoin missing in action. This may be helping drive the USD higher in the...
440 Views
Gold Gets Tarnished Overnight
INVESTMENT VIEWWe remain sellers of SPDR Gold Shares (GLD US) and expect further downside below US$115/sh (or ~US$50/oz of Gold (GOLD COMDTY)) in...
380 Views
Gold Confounds, A New Era of CNY Flexibility, Inflation Pressure Builds in the USA
The fall in gold may make sense against the stronger USD. However, it is odd to see it underperform other G10 currencies in an environment of...
136 Views