Commodities

The CRB index is approaching major support….

Chart 1: US moves aircraft carrier to Gulf. Are military airstrikes coming?   Source: The Guardian Markets have been quite complacent as of late, seen by incredibly low volatility across all asset classes (chart here and here). However, volatility could now start picking up with potential crisis flaring up in the Middle East. The Guardian yesterday reported recent US developments towards the Iraq Crisis. … Continue reading

Tiho Brkan takes a look at individual metals and concludes that Zinc & Silver especially could follow Nickel to the upside…

The chart below from BusinessInsider.com shows this mystery country’s share of output for a number of commodities. Click the image to enlarge.

This video focuses on inflation, commodities, commodity stocks and Gold and gold stocks….

Deflation is the consensus but inflation is the contrarian bet and breaking to the upside…

In this video we look at the CCI, US$ index, Canada’s Venture Index and an analog for the gold stocks….    

Tiho Brkan, fund manager & author of TheShortSideofLong comments on the recent shift in various markets and asset classes. He notes that he is considering buying gold stocks for the first time.  

TICKERS: ATY; ATCMF, CXO, GRV, KDX; KLNDF, MGP, TME; TQ1, TMM; TGD, TV; TREVF Source: Brian Sylvester of The Gold Report  (10/21/13) Underappreciated companies and companies with management teams that have disappointed in the past can be opportunities to buy, not sell, says Derek Macpherson of M Partners. Don’t be dazzled by flashy drill results, he advises. … Continue reading

Tiho Brkan, author of the Short Side of Long and a fund manager based in Australia speaks to us about Commodities. He covers commodity sentiment, agriculture and precious metals.  

The latest warning sign on US equities came from the recent issue of Barron’s. A recent survey of big money managers showed extreme bullish sentiment. 86% polled were bullish on stocks over the next six to 12 months while only 7% were pessimistic. Meanwhile only 11% were bullish on bonds. The cover of Barron’s emphasized … Continue reading

Lately we’ve been writing about the negative correlation between the equity market and the precious metals market. This phenomenon has been in place since summer 2011 and has re emerged in the past few months. Since November 23, the S&P 500 is up 8% while the gold shares are down 14%, Silver has lost 11% … Continue reading