Metals Long Theme on Weak USD and China Bounce
After hitting our core rally target at DXY 97 we have noted cracks in USD strength and transitioning into some USD short positions. More...
299 Views
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...
330 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...
478 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...
448 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...
386 Views