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Precious Metals: Comparing the 2012 Bottom to Past Bottoms
Mark Twain said that history doesn’t repeat itself but it rhymes. This is also true in the markets. No bull or bear market or particular event is ever the same. Yet, because there are similarities, the...
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Precious Metals: Keep it Simple
This weekend I had a conversation with a fund manager friend who I admire. He lives in the Asia-pac region and has tremendous knowledge of and insight into markets. I asked him what his advice would...
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Why Deflation is the Biggest Catalyst for Precious Metals
By now, everyone has seen the chart of Homestake Mining and its bull market run from 1924 through 1935. Hence, there is no need to repost it. In this editorial, Frank Barbera shows a handful of charts...
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The Potential for Gold Stocks in 2013-2014
There are two drivers of stock prices: valuation and earnings. Valuations are very much driven by investor sentiment while earnings are driven by revenue and margins. In recent months we’ve devoted...
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Why Stock Selection in Gold Mining is Paramount
As we alluded to last week, there is an overflowing amount of evidence that both the metals and the shares have bottomed. Price action, sentiment indicators and fundamentals more than confirm a market...
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New Cyclical Bull Underway in Gold Stocks
Three weeks ago we wrote that the short-term outlook in precious metals was bullish. Quoting our conclusion: “The bottom line is this sector is very close to a breakout which would likely confirm the...
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Near-Term Targets for Gold, Silver and Mining Shares
It’s amazing. Suddenly, everyone is bullish again. Two months ago you couldn’t give away mining shares or Silver. No one wanted to buy. After back to back weekly gains (for essentially the first time...
View ArticleSenior Golds Look to Juniors for Growth
Senior producers seeking to replenish depleted gold reserves will be looking to promising juniors to provide needed ounces, suggests Dave Goguen, director of institutional sales for PI Financial Corp....
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Gold Stocks: History Argues for More Upside
Gold and silver stocks are not only the most volatile sector but the highest beta sector. Therefore the percentage moves can be quite exaggerated relative to the market. Currently, the shares have...
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Potential Intermediate Term Targets for Gold & Gold Stocks
The precious metals complex rebounded strongly in August and September, which is typical when the larger trend is bullish. We believe the larger trend turned bullish with the bottom in May. However,...
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Correction in Gold & Silver Stocks Nearing End
We expected a correction after the gold and silver shares ran into predictable resistance that coincided with October seasonal resistance. That was predictable. Now we are 19 days into the correction...
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Putting Gold and Gold Stocks in Proper Context
The precious metals complex had a great rebound at the end of the summer but is now in the midst of a correction. Recently we wrote that the correction was nearing an end. We believe that to be the...
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More Downside Likely In Precious Metals. Unique Buying Opportunity To Follow.
While the metals recovered some losses on Wednesday and Thursday, the gold miners failed to generate anything positive and closed near their lows for each session. The inability of the miners to...
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