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Commodity ‘supercycle’ a cue for Saudi state miner to cut debt

Bloomberg News | May 23, 2021 (Image courtesy of Maaden, Facebook). Saudi Arabia’s state miner will use a windfall from the recent boom in commodity prices to pay off debt, as it seeks to strengthen its balance sheet before embarking on international acquisitions. The new chief executive officer of Saudi Arabia Mining Co., known as Maaden, said he plans to halve the ratio of debt to earnings before interest, tax, depreciation and amortization over the next five years. Net debt was equivalent to 6.5 times Ebitda in March, according to data compiled by Bloomberg. The focus will be on “sweating our assets”

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US Dollar Breaks Below 90 – Continue To Confirm Depreciation Cycle Phase

If you’ve been following my recent research posts, you already know my research team and I are expecting some very big volatility and trends in the US and global markets over the next 12 to 48 months.  The US Dollar Index fell below a critical support level above 90 recently.  This move lower after attempting to bottom in early 2021 suggests our broad Appreciation/Depreciation cycle phase research is continuing to play out.  This means we should start to prepare for bigger trends, more volatility, and the potential for broad market price rotation over the next few years. You can read

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Can You Guess What The Number One Most Overlooked Factor In Options Pricing That Most Traders Ignore Is?

Over the past year, the world we live in has drastically changed.  In the covid era, we have lived in the midst of a pandemic requiring limited personal interactions with people outside our households and seemingly endless precautions in an effort to slow the spread.  In short, the world we live in today is radically different than the way things were less than two years ago.  Since we have all be locked away in our homes, working remotely or not working at all, we have had to take on learning new skills.  One skill everyone has been flocking to is

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Bitcoin vs. Gold: A Tired Debate

May 17, 2021 By Matthew Piepenburg Bias vs. Logic We’ve written elsewhere about the ironic over-use of logic to justify otherwise illogical biases. As Swiss-based precious metals professionals who see physical gold and silver as currency protection outside of an openly illogical (and dangerously fractured) banking system, it is more than fair for some to challenge our own “logic” (bias?) when it comes to precious metal ownership. We understand such critiques. Pandora’s Box Such criticism, of course, strikes even more nerves (and claims of potential illogic) when precious metal professionals open the Pandora’s box of any conversation around Bitcoin, which has become, understandably,

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Have We Reached A Critical Turning Point For Gold YET?

Trader Chris Vermeulen joins Elijia Johnson for the first time on Liberty and Finance to discuss the latest support and resistance for gold, silver, and bitcoin.  The gold market is at a critical turning point with gold hitting key resistance levels. If the US Dollar starts to rally, gold could fail to break out and, instead, fall to $1600.  However, does the strong divergence between gold and silver give clues as to which asset is likely to run farthest and fastest? “Chris and his team are providing investors with a great road map for the direction of the markets, which is

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The Warrant Report For The Week Ended May 14, 2021

Below are several articles leading us to believe that gold is heading higher which is also my personal belief. A few days ago, I saw legendary investor, Jim Rogers on BNNBloomberg.com, and while he said he is bullish on the commodities, that he is waiting to buy gold at lower prices. He did not say why he is expecting lower prices or how low they could go before he would be a buyer. I must ask why was he not buying on the last leg down into the $1600s just a few months ago? I suspect he currently has a

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New bull chart for $30,000 copper price: porphyries nearly mined out

Frik Els | May 14, 2021  Bad moon rising over porphyry deposits. Radomiro Tomic, Chile. Image from Codelco. Predictions for copper at double or triple today’s level is a fairly recent phenomenon – and bears still outnumber bulls as to what’s next for the bellwether metal.    Wall Street natural resource investment house Goehring & Rozencwajg Associates confirmed their place in the superbull camp this week, predicting a copper price north of $30,000: “The previous copper bull market took place between 2001 and 2011 and saw prices rise seven-fold: from $0.60 to $4.62 per pound. The fundamentals today are even more bullish.  “We would

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Gold’s Recent Headwind Shifts To A Tailwind

The Felder ReportjessefelderMay 12, 2021 A couple of months ago, I wrote, “They call copper ‘doctor’ because he’s supposedly got a PhD in economics. And when it comes to inflation, it’s certainly true that he is far more accurate with his forecasts than the vast majority of economists. The recent breakout in the copper price suggests core inflation is likely too low at present and will soon begin to trend higher over the next couple of years. Today’s CPI reading validates this view. Core inflation in April came in at nearly 3%, surpassing even most the aggressive forecasts. And while the

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3 Charts That Show Gold is Still Dirt Cheap

MAY 13, 2021 JORDAN ROY-BYRNE CMT, MFTA EDITORIALS, FEATURED After updating my macro-market outlook report for subscribers, I realized something about Gold. On a historical basis, it remains incredibly cheap. It may seem expensive on the surface, trading near $2,000/oz, but the reality is contrary to the perception. Gold is trading around the same level as 10 years ago.  Think of the gains in stocks, bonds, and real estate over the past 10 years. The SPY ETF has gained over 350%. Until a recent correction, TLT (bonds) had doubled.  Take an even wider view, and Gold looks cheaper. Consider these examples.

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GOLD APPEARS TO BE STAGING NEW MOMENTUM BASE IN PREPARATION FOR A BIG UPSIDE MOVE (PART II)

In the first portion of this research article, I highlighted the correlation between Gold and the US Dollar as well as the correlation between the US Dollar and the EURUSD and JPYUSD.  The purpose of this example was to highlight the different phases of US Dollar appreciation vs depreciation compared to the EURUSD/JPYUSD.  The EURUSD and JPYUSD are often compared to the US Dollar as major global currencies.  Therefore, when the US Dollar moves into a depreciation phase, we expect to see the EURUSD and JPYUSD move into an appreciation phase. How this correlated to the price of Gold and

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ARE APPLE, TESLA, AND BITCOIN ENTERING A TECHNICAL ‘EXCESS PHASE TOP’? SHOULD YOU BE IN CASH RIGHT NOW? PART II

In the first part of this research series, I highlighted the broad market cycles and what technical analysts call the “Excess Phase Top” process, which usually takes place after the market’s peak and set up a downward price trend.  There are a number of technical setups that take place throughout this process.  Today, I will be exploring the charts of Tesla (TSLA), Apple (AAPL), and Bitcoin (BTC) to see where they are in the process. The suggestion I am making by highlighting these market trends and setups is that a Cash Position is a viable allocation of capital away from risks

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WATCH OUT AS GOLD APPEARS TO BE STAGING NEW MOMENTUM BASE IN PREPARATION FOR A BIG UPSIDE MOVE

We have experienced an incredible rally in many sectors over the past 5+ months.  My research team has been pouring over the charts trying to identify how the next few weeks and months may play out in terms of continued trending or risks of some price volatility setting up.  We believe the Utilities Sector may hold the key to understanding how and when the US markets will reach some level of stronger resistance as many sector ETFs are trading in new all-time high price ranges. “Chris and his team are providing investors with a great road map for the direction

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The Warrant Report For The Week Ended May 7, 2021

The strong possibility of a commodity bull markets is still in play as we continue to see higher prices in many of the commodities, including copper, iron ore, lumber, coffee, and a rising price in gold and silver. At some point, I am expecting gold and silver to blast off, but for now gold is approaching overhead resistance around $1865 and might be due for a pause. I have continued to buy the PM’s companies on the cheap as I expect most will become 5 to 10 or 20 baggers. Many of the articles below should make you a believer

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Commodities of the future: Blue, green hydrogen key to the energy transition – report

MINING.com Editor | May 7, 2021 | 12:59 pm EnergyOil & Gas Green hydrogen H2 gas molecule. Stock image. While fossil fuel-based hydrogen (grey hydrogen) as a fuel is not new, blue hydrogen (natural gas-based) and green hydrogen (renewables-based) are entering commercialization and are only just becoming established in energy commodity markets, market analyst Fitch Solutions notes in its latest industry report on the commodities of the future. In fact, the ‘hydrogen as a commodity’ story has just started to unfold, with a notable rise in interest seen since 2020, and the sector will evolve at a fast pace in the coming years amid

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How blockchain will help miners meet evolving ESG demands

Alisha Hiyate – the Canadian Mining Journal | May 7, 2021 | 9:00 am EducationNews Block chain concept – digital code chain. Stock image. At the Association for Mineral Exploration’s Remote Roundup in January, mining entrepreneur – and master communicator – Robert Friedland laid out his predictions for the future of mining. In addition to a more diverse industry, the founder and executive co-chairman of Ivanhoe Mines sees a more sustainable future for the sector – and one in which the environmental impact of mining will be baked into commodity prices. “There will be no more one price for copper. There will be no more one price

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