Freeport McMoRan | FCX
The AI buildout, electric cars, robots, power plants, and transmission lines need copper. Since the buildout is likely to take a decade or more, we will see rising demand for…
Gold, Silver, Copper, Freeport McMoRan | FCX
The rally in precious metals prices has caught traditional stock investors by surprise. This phenomenon should not come as a big surprise to the gold and silver enthusiasts who have…
Office Hours | Gold, Copper, FCX, SCCO, BRK/B
In this week's episode of Office Hours, Mike & Mark discuss commodities in general and gold in particular. This article is for registered members - please login or click here…
Gold | GLD
Some traders like to have a long-term position as an investment where they hope to ride a big wave. They may also have a speculative position around that core position…
Gold Still Glitters
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Did Gold Just Hit a Peak?: GLD
Gold has caught the traditional investment world by surprise. If you go back to the last 15-20 years, we see that gold has outperformed the S&P500. Who knew? Certainly not…
Open Mike: SLV, GLD, GOLD, DGX, X, JPM
In Wednesday’s episode, Mike discusses precious metals. He also discussed ADM, US Steel (X), and JP Morgan.
Gold: GLD
Gold has had a nice run since October 2022. Incidentally, this is about the time when stock stopped falling and began what looks like a sizable correction to the selloff…
Commodities & Gold Gold (RIO)
Carter thinks the gold market looks pretty tempting at the moment. From a traditional fundamental perspective, we would agree. The Fed is printing money like there is no tomorrow, and…
The Price of Gold Relative to the Price of Oil has never been Higher
A 160 Year View of the Gold-Oil Ratio 2020 has ushered in a new era of prices for two historically significant assets—gold and oil. The market has driven the pair in…
New Debt Added vs. Precious Metals Production
Everything is cyclical. The economy, social attitudes & norms, you name it. With this in mind, we rarely make any long-term projections because once one believes a trend is firmly…
There’s more to the miners than a shiny rock.
While still below its all-time highs of September 2011, gold, currently at $1,525/oz has enjoyed quite a rally off the late 2015 lows of ~$1.075/oz. Unsurprisingly the gold miners have…