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Gold: You Better Hold Physical And Miners

Gold: You Better Hold Physical And Miners

Gold is trading near a one-year high. Bloomberg News reports that traders are pricing in only a 10% chance of an interest rate increase this month, and 50% odds of it happening by year end. As said last week, that is one of the most important drivers for gold, next to...
Why Is Gold “Suddenly” So Attractive?

Why Is Gold “Suddenly” So Attractive?

What a difference two months can makes in markets. In December, literally nobody was talking about gold. Meantime, everybody is bullish, lead by major financial institutions. Deutsche Bank is the latest major financial institution to become bullish take on gold. The...
Is Freeport-McMoRan A Buying Opportunity?

Is Freeport-McMoRan A Buying Opportunity?

The commodities complex is beaten down. Irrational exuberance is one of the words that pops up as we try to describe the scenario that is unfolding. But extreme readings offer opportunities. And we see a huge opportunity in one of the senior mining producers,...