Seeking Alpha

Tim Iacono

 
View as an RSS Feed
View Tim Iacono's Articles BY TICKER:
  • When Will Gold Break Out Of Its Trading Range?
    Sun, Aug. 17 PSLV, SLV, GLD 21 Comments

    Summary

    • Gold and silver prices were little changed last week as the metals trade in an ever-narrowing range.
    • A World Gold Council report on gold demand provided fodder for both gold bulls and bears.
    • Safe haven demand remains, but there is little fresh buying interest in Asia or the U.S. over the short-term.
  • Gold Likely To Break Out, But Will It Go Up Or Down?
    Sun, Aug. 10 PSLV, SLV, GLD 12 Comments

    Summary

    • The gold price rose on renewed safe haven demand, but silver fell as a stronger U.S. dollar continues to pressure commodity markets.
    • Demand for precious metals in both Asia and the West has been lackluster over the seasonally slow summer months, but that could change as soon as next month.
    • Conditions could change dramatically in the months ahead as a narrowing trading range is likely to produce a break-out, direction unknown.
  • Could A Return To Positive Seasonal Trends Be In Store For Gold And Silver?
    Mon, Aug. 4 PSLV, SLV, GLD 10 Comments

    Summary

    • Fear of rising interest rates caused precious metal prices to fall for the third week in a row after rising for six straight weeks.
    • Despite ongoing violence around the world, safe haven demand has waned while Asian buyers have stayed away.
    • After bucking the seasonal trend over the last four months, a return to a very positive seasonal trend this fall could be dead ahead.
  • Gold, Silver Rise On Yet Another Source Of Safe Haven Demand
    Sun, Jul. 13 PSLV, SLV, GLD 7 Comments

    Summary

    • Yet one more source of safe haven demand for gold has emerged with the banking troubles in Portugal.
    • This helped to send precious metals prices to their highest levels since March.
    • Physical demand in Asia remains weak, but renewed interest in mining stocks has helped boost gold and silver prices.
  • Was Last Week 'The Pause That Refreshes' For Gold And Silver?
    Sun, Jun. 29 PSLV, SLV, GLD 17 Comments

    Summary

    • Remarkably, both gold and silver prices ended the week almost exactly where they began last week, but that is not likely to happen again in the days ahead.
    • The silver rally has been very impressive as some investors have returned and both metals now await new catalysts after the June rally.
    • Interest rate talk from the Fed, rising inflation, dollar weakness, and developments in China and India could all play a role in where metal prices go from here.
  • Yellen's Latest Misstep Lights A Fire Under Precious Metals
    Sun, Jun. 22 GLD, SLV, AGQ 36 Comments

    Summary

    • Fed Chair Janet Yellen's characterization of rising inflation as "noise" may come back to haunt her.
    • The inflation report and the Fed meeting were key factors behind gold's biggest daily gain since last September and a surge in the silver price.
    • Developments in Iraq and the winding down of commodity financing deals in China also drove precious metals higher.
  • Gold Rebounds, And It Just Might Continue
    Sun, Jun. 15 GLD, SLV, IAU 27 Comments

    Summary

    • Precious metals have rebounded due to a number of positive catalysts and this move could continue.
    • The situation in Iraq, slowing global growth, and equity market weakness late last week have all contributed to the recent gains.
    • We are about to exit the worst month of the year for gold prices and enter the best three-month stretch, improving the outlook for precious metals in the period ahead.
  • Precious Metals Stuck In Neutral, But That Could Soon Change
    Sun, May. 18 SLV, GLD 26 Comments

    Summary

    • Gold and silver continue to be stuck in trading ranges, but last week's move by Treasuries could help push the metals out of those ranges.
    • A stronger dollar might limit any move to the upside as could a continuation of generally good economic reports in the U.S. that, last week, showed inflation rising.
    • Demand from China and India are still key as we approach June, the worst month of the year for precious metals.
  • What Today's Inflation Report Could Mean For Precious Metals
    Thu, May. 15 GLD, IAU, PHYS 11 Comments

    Summary

    • Today's inflation report saw consumer prices rising at the fastest pace since late 2012.
    • Gains were broad-based, indicating that this may continue as the U.S. economy improves.
    • Since there is a strong relationship between gold price and inflation, this could signal higher metal prices ahead.
  • Near-Term Outlook Grim For Precious Metals As 2 Important Props May Have Been Removed
    Sun, May. 11 SLV, GLD 53 Comments

    Summary

    • Both the situation in the Ukraine and the weakening dollar may fail to provide any support for precious metals over the near-term.
    • Demand in Asia is likely to remain weak in the period ahead due largely to seasonal factors.
    • A move lower could set up a very bullish chart pattern later this year.
  • The Ukraine Saves The Gold Market Again, But Can This Continue?
    Sun, May. 4 SLV, GLD 57 Comments

    Summary

    • Escalating violence in The Ukraine again spurred safe haven demand for gold, preventing bigger price declines last week.
    • Based on ETF flows, U.S. investors continue to shy away from precious metals, and investment banks are now even more bearish.
    • Fundamental demand for precious metals in Asia remains strong despite the negative reporting by the mainstream financial media.
  • A Nice Rebound For Gold, But Will It Last?
    Sun, Apr. 27 SLV, GLD 11 Comments

    Summary

    • Safe haven demand due to events in the Ukraine spurred a big turnaround for gold and silver prices.
    • Key technical support levels were successfully tested, but U.S. investors appear to be unmoved.
    • China gold demand continues to be an important story, and there were bullish developments there.
  • Loose Talk On China Gold Demand Sinks Precious Metals
    Sun, Apr. 20 GLD, SLV, IAU 30 Comments

    Summary

    • Gold and silver prices fell after a number of unfavorable news reports on China gold demand that were all very misleading.
    • This is symptomatic of the trouble precious metals have had in the West as investor interest has waned.
    • A stronger dollar and rising broad equity markets also pressured precious metals.
  • Reuters Omits The Grey Areas About China Gold Demand
    Wed, Apr. 16 GLD, IAU, PHYS 24 Comments

    Summary

    • A Reuters report misrepresented gold being used for financing deals in China's shadow banking system per a World Gold Council report.
    • Since China was a huge source of gold demand last year, this cast doubt on the nature of global gold demand.
    • Traders were quick to sell, but sentiment may change after looking more closely at these reports.
  • This Week's Inflation Report Could Change Everything For Gold
    Sun, Apr. 13 GLD, SLV, IAU 17 Comments

    Summary

    • Trouble in Ukraine and a weaker dollar could support higher gold prices over the short term.
    • Investment banks are bearish, but others are bullish as tests of important technical levels lie ahead.
    • If last week's surge in wholesale prices carries over to consumer prices this week, the outlook for precious metals could change dramatically.
  • It Could Be A Nasty Spring For Precious Metals
    Sun, Mar. 30 GLD, SLV 63 Comments

    Summary

    • Price declines continued last week for gold and silver with more technical damage developing.
    • Demand from Asia may rebound at lower prices; however, that has not yet been seen.
    • U.S. ETF holdings have held steady, and this could lead to tighter supply if demand in Asia returns.
  • Another Curious (And Pretty Bullish) Inflow For The Gold ETF
    Tue, Mar. 25 GLD 25 Comments

    Summary

    • A surprising 4.5 tonnes was added to the GLD trust yesterday as prices tumbled.
    • This behavior is very uncharacteristic of U.S. investors who, last year, sold when prices fell.
    • This could signal a major change in how U.S. investors think about gold as an investment.
  • After The Sell-Off: A Bright Spot For Gold
    Sun, Mar. 23 SLV, GLD 31 Comments

    Summary

    • Gold and silver saw their worst selling in four months.
    • Easing tensions in Ukraine and a more hawkish Fed were largely responsible.
    • Gold ETF flows remain a positive sign for the 2014 rally to continue.
  • The Stars (And Russian Troops) Are Aligned For Higher Gold Prices
    Sun, Mar. 16 SLV, GDX, GLD 22 Comments

    Summary

    • Developments in Ukraine will drive gold and silver prices in the days ahead.
    • Western demand and technical factors have turned decidedly bullish.
    • Demand in Asia appears to be weakening as cost-sensitive buyers step back.
  • Another Big Inflow For GLD Signals Higher Prices Ahead
    Tue, Mar. 11 GLD, IAU, PHYS 22 Comments

    Summary

    • Gold inflows to GLD are accelerating.
    • Renewed interest in the U.S. is key for sustaining the current rally.
    • Gold demand in cost-sensitive Asia could suffer, but it could also spur even higher prices.
  • Gold Price Set To Resume Its Long-Term Upward Trend
    Sun, Mar. 9 SLV, GLD 22 Comments

    Summary

    • Gold prices rose for the fifth straight week and notched a four-month high.
    • Steady price gains have resulted in positive changes for the precious metals technical picture.
    • Demand in Asia is a concern as higher prices have led to reduced gold buying and lower gold premiums.
  • Gold And Silver Rise For 3rd Straight Week
    Sun, Feb. 23 SLV, GLD 7 Comments
  • Will The Gold And Silver Surge Continue?
    Sun, Feb. 16 PHYS, PSLV, SLV 65 Comments
  • U.S. Investors Buy Early During This Gold Market Rebound
    Sun, Feb. 9 GDX, GDXJ, SLV 14 Comments
  • China Goes On Vacation And The Gold Rally Stalls
    Sun, Feb. 2 SLV, GLD 37 Comments
  • What's Bad For Stocks Should Continue To Be Good For Gold
    Sun, Jan. 26 SLV, GLD 5 Comments
  • U.S. Investors Show New Interest In Gold And Silver
    Sun, Jan. 19 SLV, GLD 25 Comments
  • China Gold Imports Continue To Impress
    Oct. 8, 2013 GLD 26 Comments
  • Another Wild Week In Precious Metals Markets
    Oct. 6, 2013 GLD, SLV 13 Comments
  • Shutdown, Debt Ceiling Prompt A Gold Market Sell-Off And Rebound?
    Oct. 2, 2013 SLV, GLD, IAU 16 Comments
  • Developments In Washington Will Drive Precious Metals Prices This Week
    Sep. 29, 2013 SLV, GLD 68 Comments
  • Why The Budget Debate In Washington Matters For Gold
    Sep. 25, 2013 TLT, GLD 22 Comments