Goldman Sachs is forecasting returns of about 17 per cent in the coming months, describing the current situation as unsustainable Soybean plants in Illinois. Goldman says in the agriculture space to go long Chicago soybeans, short on corn.Daniel Acker/Bloomberg Commodity bull Goldman Sachs Group Inc. is undaunted by the sell-off in raw materials and is forecasting returns of about 17 per cent in the coming months, describing the current situation as unsustainable and touting this week’s G20 meeting in Buenos Aires as a potential turning point.“Given the size of dislocations in commodity pricing relative to fundamentals — with oil now having joined metals in pricing below cost support — we believe commodities offer an extremely attractive entry point for longs in oil, gold and base,” analysts including Jeffrey Currie said in a report. The note listed its top 10 trade ideas for 2019, including a rebound in Brent as OPEC cuts supply. Raw materials have been battered in November on a toxic cocktail of drivers, with crude sinking amid speculation there’s too much supply, metals getting hit on concern growth is slowing, and investors fretting about the outlook for the trade war between the U.S. and China. This week, leaders from the G20 gather in Argentina, offering presidents Donald Trump and Xi Jinping a chance to address their trade spat, while Russia’s Vladimir Putin has an opportunity to address crude policy with Saudi Crown Prince Mohammed bin Salman. “Many of the political uncertainties weighing on commodity markets have a significant … Continue reading
Seems everyone is in the discounting mode for Black Friday and Cyber Monday, so we are joining the others with a special of our own. For those of you wanting to know more about stock warrants and having access to all of the stock warrants trading, this would be a wonderful time for you to get started. Whether you are an investor interested in the U.S. companies, bio-tech’s pharmaceuticals or other sectors, we have all of the warrants in our databases. Interested in the marijuana/cannabis companies? There are many stock warrants now trading in this highly interesting sector. Resource investors will find many gold, silver, uranium and other companies with stock warrants trading. One gold company’s warrants do not expire until April 2024. Think about that for a moment……..2024. Bottom line folks is that there are many opportunities available for investing in stock warrants. Here are just a few of the great past performers: Brazil Resources (now GoldMining, Inc.) Northern Dynasty WT B Organigram Holdings So, if you are ready to join me now and take advantage of the Cyber Monday Special this is what you need to do. Click on this link to visit my website and get started. My special does not extend to my Platinum or Lifetime Subscriptions both of which are a great bargain at current prices. You MUST enter the discount code when signing up and the discount of 50% will be automatically calculated at sign out. Discount Code: gold This rare offer is available now and … Continue reading
November 4, 2018 Dudley Pierce Baker If you are an investor in the resource sector I believe we are currently well positioned to benefit with rising prices soon. Your patience will be rewarded and your payday is coming. While gold and silver continue to build a base it appears that the lows are in place and I believe it is time to look for interesting opportunities in the resource sector. You can look no further than our first article/interview below with Ross Beaty. Ross has had an incredible career in the resource sector and his latest venture and perhaps his last is Equinox Gold. This is a must listen to interview. Yes, Equinox Gold has warrants trading and all the details and my comments are available to my Gold Subscribers and Lifetime Subscribers. For me, there is only one way to play this ‘game’ by investing in quality junior mining companies and/or long-term stock warrants trading on those companies. If you are not familiar with stock warrants, you can receive The Stock Warrant Handbook for FREE by visiting, http://CommonStockWarrants.com along with more freebies. As well, many investors are finding great opportunities with warrants on the U.S. stocks in other sectors, bio-techs, pharmaceuticals, banking, blank check companies, etc. Many of the large banks in the U.S. had stock warrants trading and they have been expiring over the last few weeks and will all be gone by the end of January 2019. I welcome these investors to join us in the resource … Continue reading
ROSS BEATY: WE ARE STARTING ANOTHER LEG UP IN GOLD Ross discusses how he started his first public company called Equinox Resources in 1985 and then started Pan American Silver in 1994 which became one of the worlds pre-eminent silver companies. He feels that we have been in a gold bull market since 2015. Gold had a good breakout in 2016, and that seems to be in the first leg of a bull market. Anyone who has invested in gold equities should do very well in the next few years. He discusses the previous gold rally in the early 2000’s and how it was primarily due to the industrialization of China and how it overshot in 2011. Trump’s policies are affecting commodities as there have been massive run-ups in the broader markets. These corrections should be positive for the precious metals. 2008-2011 demonstrated just how much gold and silver could outperform. He says, “the odds for a meltdown happening again seem quite high.” Ross sold his clean energy company last fall, and since he still loves gold, he started a new Equinox Resources. He says, “The market is ready for another diversified mid to large tier gold mining company.” So far he has put together three companies with excellent projects into Equinox. Currently, they are looking at 320,000 ounces of production next year. He discusses his strategies for building a leading mid-tier company and what sorts of companies investors should be looking at investing in. You want a company that … Continue reading
October 14, 2018 There has been quite a bit of information and opinion in the news recently regarding the recent downside price action in the US Equities markets. We’ve seen everything from “The sky is falling” to “The markets will rally into the end of the year”. If you’ve been following our research and analysis, you already know what we believe will be the likely outcome and if not – keep reading. There are a number of key components of the global economy that are of interest currently; US Treasuries, Precious Metals, Emerging Markets, the European Union, Trade Issues and Capital Shifts. When one considers the scope of the entire global market environment in terms of these individual issues, a fairly clear picture of what is really happening begins to take shape. Here is our summarized opinion of the current state of the global markets. Capital is shifting (again) as the US Technology and high return sectors come under pressure. What happens, typically, in this type of environment is that capital moves away from risk (into cash or other suitable investments) as these sectors continue to weaken. Capital will return to these sectors once the risk factor diminishes or abates. Once the S&P fell below the 2915 level, a number of Sell Programs generated extensive downside pressure on the markets – in a way, creating a “wash-out low” price rotation fairly early in this move. Investors and capital will return into these sectors over time as they find support and … Continue reading
October 10, 2018 by Egon von Greyerz The end of an empire is a dramatic but also drawn out event with very few willing to face the facts. As the end is getting closer, denial is at its peak. We can probably figure out how it will end but not quite when. Looking at the facts, the beginning of the end is here. The signs are clear. Here we have a country that for the last 27 years has doubled debt every eight years and the trend continues uninhibited. This is a country that for decades has been living above its means by borrowing unlimited amounts. Well, it is not a Banana Republic, nor Argentina or Venezuela but the biggest economy in the world – the soon not so great USA. The US economy is just like Humpty Dumpty, big, fat and unlikely to recover from the coming fall for a very long time. US DEBT HAS INCREASED 58 YEARS IN A ROW The road to perdition normally takes many turns. But not in the case of the US. This has been a straight road to what will be the most spectacular fall in economic history. Since 1960 US debt has increased every single year without fail. There are some who are under the illusion that the debt went down in the 1990s due to surpluses in the Clinton years. But these were fake surpluses and the debt continued to rise also during that period. In 1960 the debt was … Continue reading
We trust that our Canadian friends had a wonderful Thanksgiving yesterday and now it is time for all investors to focus on these markets and to be in position for some exciting times. While gold and silver continue to struggle it appears that the lows are in place and I believe it is time to look for interesting opportunities in the resource sector. For me, there is only one way to play this ‘game’ by investing in quality junior mining companies and/or long-term stock warrants trading on those companies. If you are not familiar with stock warrants, you can receive The Stock Warrant Handbook for FREE by visiting, http://CommonStockWarrants.com along with more freebies. As well, many investors are finding great opportunities with warrants on the U.S. stocks in other sectors, bio-techs, pharmaceuticals, banking, blank check companies, etc. Remember that only 25% or so of my personal portfolio is in stock warrants, the balance are common shares in the junior mining companies and I am on the hunt for new additions to my portfolio. There are many interesting opportunities in stocks as well as the stock warrants available today, so if you are not a current subscriber, LET’S GET YOU STARTED NOW. The next several years, 2018 – 2020 will see some exciting times in the PM sector and I am looking to make a fortune. Do you want to follow me? Let’s have some fun and make money together. Recent Articles On Our Websites: The Final Gold Bull Market Confirmation … Continue reading
The Final Gold Bull Market Confirmation Is Very Close By Hubert Moolman We are getting very close to what I believe is the final confirmation of the coming multi-year gold bull market. Although it is very clear that gold is going higher from around these levels, a move pass the $1 375 area would be that final confirmation, based on the update of this previously shown comparison: I have marked two fractals (patterns) 1 to 5, to show how they might be similar. I have also marked the point where interest rates peaked (in 1981), and where they probably bottomed (in 2016). If the comparison with the 1980s pattern is justified, and the current pattern continues in a similar fashion, then gold will continue in a long bear market. However, there are just too many fundamental obstacles to such a scenario (interest rates being one of them), since gold appears to be ready for the next phase of the bull market which started around 2000. A breakout at the top red line (the high at point 5 – $1 375) would almost certainly signal or confirm the bull market. This would be divergence from the 1980s pattern, and likely cause prices to rise really fast once the breakout is confirmed (when dealing with fractals, the biggest price movements occur when two fractals diverge – a breakout at the top red line is a divergence). This, in my opinion, is the most likely outcome. A breakdown at the bottom red line, could mean … Continue reading
A Great Time to Add Leverage To Your Portfolio A big special thanks to our new and long time subscribers. Are we starting to see the light at the end of this long downward spiral? Perhaps. On Friday gold closed at $1205 and silver at $14.77 both up strongly on the day. Even more disastrous than the decline in gold and silver has been the decline in resource shares. I continue to like and share with subscribers this long term monthly chart of the HUI – Golds Bugs Index. The chart basically speaks for its self as we approach the apex of this long term consolidation. I continue to look for the upside breakout in the coming months. The question I always ask is, what are you doing now to prepare for the breakout? For me, there is only one way to play this ‘game’ by investing in quality junior mining companies and/or long-term stock warrants trading on those companies. If you are not familiar with stock warrants, you can receive The Stock Warrant Handbook for FREE by visiting, http://CommonStockWarrants.com along with more freebies. As well, many investors are finding great opportunities with warrants on the U.S. stocks in other sectors, bio-techs, pharmaceuticals, banking, blank check companies, etc. Remember that only 25% or so of my personal portfolio is in stock warrants, the balance are common shares in the junior mining companies and I am on the hunt for new additions to my portfolio. There are … Continue reading
Sprott Gold Report: Buying Opportunity as Gold and Silver Shorts Reach Record Levels August 23, 2018 By Shree Kargutkar, Portfolio Manager, Sprott Asset Management LP The Turkish lira has seen its value drop an astonishing 40% since the beginning of the year. The Argentine peso, the Brazilian real and the Russian ruble are the other victims of the emerging markets thrashing that continues to unfold. As investors have fled the emerging markets and sought the safety of the U.S. dollar and U.S. equities, they have continued to increase their short positions in commodities. Most surprisingly, and counterintuitively, bets against precious metals (gold, silver andplatinum) have reached record levels. YUAN-GOLD LINK? The People’s Bank of China (PBOC) has kept a close eye on the emerging markets currency carnage. After seeing its yuan decline by more than 8% since April 2018, the PBOC reacted by imposing a stiff 20% reserve requirement on forward currency contracts. With the PBOC making it more difficult to short the yuan, and with the inverse correlation between gold and the yuan sitting at a five-year high, we wonder if traders are using gold as a proxy for shorting the yuan? Other astute investment managers have suggested this dynamic as well. Figure 1: Correlation Between Chinese Yuan and Gold at Five-Year High (2013-2018). Source: Bloomberg. XAU, the ISO 4217 standard code for one troy ounce of gold, versus Chinese Yuan (CNY), as of August 20, 2018. YTD GOLD SHORTS UP 275%, SILVER SHORTS UP 84% Net speculative positioning in gold has declined significantly, … Continue reading