dionysos

Speculators Still Dominate the Gold and Commodities Markets

Good article on fundamentals of palladium and platinum. I just follow the charts and PAL SWC are breaking out of a base. Good enough for me to buy as a trade with a stop under recent support. The white metals including silver are a better play right now than gold because they will be needed to feed the reflation that must come if we are to avoid major deflation/depression.

3 Gold Miners That Stand to Sparkle from Growing Demand

I agree that this article is late to the game, but there is still plenty of money to be made on gold and silver stocks. Id add to the list SLW as a pure silver play and GDX the basket of large to medium miners. After the producers have run for a while, the juniors can come back dramatically. The gold train has not left the station yet and there is still time to get aboard. Gold miners might stall at 920 resistance in spot gold and that could be a great buying opportunity.

IAU: Gold Regains Momentum After Recent Slump

The government actions needed to avoid deflation/recession are inflationary in the extreme: witness the recent huge rise in money supply. The only way out of the recession is to chose the route taken by FDR: spend on infrastructure and devalue the currency to pay for it and make debt less of a burden on the citizens. Hence gold will rise.

Dollar Tsunami: The Wave May Be about to Crest

The metaphor works for me: this run up in the dollar is a knee jerk reaction to market turmoil and asset deflation brought on by so much easy credit and the yen carry trade. Once we all wise up that the only answer to this asset deflation is massive inflation, gold and the commodities will rocket up as the dollar falls. We have seen massive injections of money supply over the last month and the dollar rally is going to fail as soon as the trading community realizes this. When a tsunami hits, run for the hills. Im running for gold and commodity stocks.

The Euro Shows Its Real Colors

Today's run up in gold reflects currency weakness across the board. Recent rise in US$ is not because of dollar strength, but other currencies relative weakness in perilous times. The market is realizing that gold is the only safe haven in the inflation that must come to stave off deflation. This is Bernanke's main goal: to prevent a repeat of depression by inflating. Gold stocks are currently very undervalued in relation to the price of gold and they will move up at a higher rate than GLD.

Have Gold and Silver Prices Reached a Tipping Point?

Excellent analysis of current situation re:gold and silver. This is a huge flight to safety in highly (hyper?) inflationary times. I expect the miners and producers to follow the price of gold up soon.