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  • Gold Vs. Gold Stocks - Part I [View article]
    Good Article Tom. I think one the reasons for the underperformance of gold stocks has been the relationship between gold and money supply, which historically can be used to time entry and exit points in gold stocks.
    Aug 10, 2012. 01:55 PM | Likes Like |Link to Comment
  • Buy Signal: Pessimism Among Gold Miners Hits Extreme [View article]
    I completely agree that gold miners shares reflect extreme negative sentiment. In fact, I did a study that compares the relative of gold and money supply to the gold stocks. If the past relationship is a good indicator, then gold shares are a great buy here.
    Aug 2, 2012. 07:38 AM | 1 Like Like |Link to Comment
  • More from the FOMC: The committee does downgrade its assessment of the economy, saying information received since the June meeting suggests a deceleration. However, there's no new candy for now. Over to you, Mr. Draghi. S&P 500 -0.3% after being marginally higher. The dollar moves up, particularly against the euro (FXE -0.5%). Gold sheds a few dollars, GLD -1.2%.  [View news story]
    If the WSJ had studied money supply, then maybe they (and the market in general) would not have been so keen on the idea that the fed would act today. I posted a study on my blog looking at the changes of money supply and the market versus their relationship to recent Fed moves. Besides, with employment growth still positive, albeit anemic, the Fed is probably on the sidelines.
    Aug 2, 2012. 07:36 AM | Likes Like |Link to Comment
  • Has Gold Been Falling Or Just The Dollar Rising? [View article]
    Gold stocks may be a better investment that gold at this juncture.
    Jul 25, 2012. 03:32 PM | 2 Likes Like |Link to Comment