The US dollar still rules the day, which opens up for a correction in gold if we get that bounce in the dollar. Negative correlation to VIX is still somewhat high. Overall, most of the correlations that have at some points been pretty strong...
Continue reading » February 20, 2018 admin Chart of the Day, Gold No Comment I will probably make a post about the latest NR and the videos this weekend, so keep an eye out.
Continue reading » February 15, 2018 admin Horseman's Portfolio No Comment Dollar has ruled the day for quite some time. GDX has had a stronger correlation with Exxon Mobil (substitute for oil expectations) and VWO (Emerging markets) than TIP (real yields) and GVI (bonds). VIX correlation turned to below -0.25 before the VIX spike… Maybe...
Continue reading » February 7, 2018 admin Chart of the Day No Comment Current gold price versus the 2001-2003 gold bull (scary similar): Gold/Silver Ratio and silver:
Continue reading » February 5, 2018 admin Chart of the Day No Comment This article will introduce a new Pilbara player and the next Novo article will include geological information that I had completely missed until I was tipped off just recently. A new player in town: NxGold So we got the team behind...
Continue reading » January 29, 2018 admin Horseman's Portfolio No Comment LINK The above link takes you to the audio only interview Kereport.com did with Quinton Hennigh of Novo Resources. This is a must listen for anyone interested in Novo Resources and what shareholders can expect in the coming months. I have personally listened to it...
Continue reading » January 25, 2018 admin Horseman's Portfolio No Comment An additional lesson I learned in 2017 that I think is one of the best ways to beat the market: …That the market is impatient and that time-arbitrage seems very profitable especially in a bad market, when people gladly sell a good stock just because...
Continue reading » January 22, 2018 admin Investing Strategies No Comment Just to get a sense of what the situation is for the commodity market overall in the medium to long term I put together a few charts that can be seen below. These all suggest to me that we indeed are in a raging commodity...
Continue reading » January 19, 2018 admin Chart of the Day No Comment One of the few juniors that have been going up while the overall sector has been going down. About a 50% gain since I published my company report. They will be aggressively drilling in 2018.
Continue reading » January 17, 2018 admin Chart of the Day No Comment A lot of the “twitter traders” I follow seem to have been bearish gold and the miners for quite some time (even expecting a crash), and more are joining the choir every passing day. Personally I am still 100% allocated based on my charts because the...
Continue reading » January 17, 2018 admin Chart of the Day No Comment 
