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kwarren

kwarren
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  • Little Follow-Through For Gold As Sentiment Fails To Accompany Higher Price [View article]
    Each day brings yet another banker telling the world how the bottom is going to fall out of the gold market. Scary. How do they know? What does this say about the economy? Why are they willing to share this information with the rest of us?
    Jul 9 09:36 PM | 1 Like Like |Link to Comment
  • Gold And Reverse Repos [View article]
    I sense you have an interesting viable thesis however I can't find clarity in your discussion. Thank you for presenting your ideas.
    Feb 26 09:35 PM | Likes Like |Link to Comment
  • Are $1400 Gold And $26 Silver About To Be Seen? [View article]
    SilverKnight, I've noticed the same price action with miners doing much better. Seems to be a work-around to the funny paper PM markets. However the large appetite in the east seems to be more for physical gold than silver so gold miners may be best bet for now as they may increase production to replace physical drain from western warehouses. Comex gold market is making strange micro moves keeping it politely in check until equity markets smooth out and close the gap with gold for 2014. This past week has seen some gains for equities and the fear of money moving to alternative allocation to PM may be quelled.

    Quite simply in a strained economy, politically, investment in equities then bonds are favored while metals are not considered productive use of assets and is discouraged. The average investor such as I watch the various markets and allocates accordingly.

    It would be my guess that EW takes the political as well as economic climate into account for it's guidance but this is way beyond my knowledge. This is why I read as many meaningful investing articles and economic papers as possible for insight and why I always appreciate Mr. Gilburt's insight and analysis.
    Feb 9 02:20 PM | Likes Like |Link to Comment
  • Was The Fed Too Hasty With Its Taper Decision? [View article]
    Snoopy, you are right, it's about 1.5 probably going to 1.25
    Jan 26 10:03 AM | Likes Like |Link to Comment
  • Was The Fed Too Hasty With Its Taper Decision? [View article]
    Certainly there must be a taper and a slowing of the velocity of money.
    Jan 25 09:21 AM | Likes Like |Link to Comment
  • Gold's Flash Crash: Fat Finger Or Panicked Shorts? [View article]
    Probably just a mistake, after all there's also an equal number of sudden "flash ascents".
    Jan 7 12:16 PM | Likes Like |Link to Comment
  • Eric Parnell Positions For 2014: The Payoff In Precious Metals Has Enormous Potential [View article]
    Eric, I join those who appreciate your article and your knowledgeable insights, thank you. Perhaps you or others can illuminate the reason stock equities rose 30% in 2013 while top line average revenues increased around 3%, something doesn't add up, why valuations are so leveraged. I also wonder about the relationship of stock prices to GDP which has been quite weak. London gold fixing along with the strange anomalies in large price declines in Asia PM markets strangely coincident with FRB statements or release of economic data are equally baffling. In fact valuations of all asset classes border on bizarre. Looking back 2013 was a year of economic mysteries.
    Jan 4 05:30 PM | 2 Likes Like |Link to Comment
  • Precious Metals True To Form As Markets Wake To Reality [View article]
    I agree with most everyone else here, clearly the PM markets are being "played", not clear by whom. We've all seen the pattern; magnitude of down movements are large while up movements have been small steps as smaller investors buy in. HFT are in this market big time however one has to wonder who benefits most from suppressing PM's, could be western CB's protecting currency and controlling PM measure of inflation. Small investors should exit the PM market leaving the tug of war to HFT & CB, they deserve each another!
    Sep 21 09:29 AM | 2 Likes Like |Link to Comment
  • COMEX Gold Inventories: Registered Gold Drops To New Lows [View article]
    It appears things are reverting back to 2008. Are the powers that be attempting to run down the price to $800.-$1000?
    Aug 5 09:10 PM | 2 Likes Like |Link to Comment
  • Should You Trust Your Instincts On Gold? [View article]
    It is suspected that those wishing to "move the market" are responsible for trading when others aren't.
    Aug 1 12:33 PM | Likes Like |Link to Comment
  • I Am Sticking With Gold: A Critique Of 'The Golden Dilemma' [View article]
    Thank you Dr, Duru and commenters for one of the most objective discussions I have read on gold. Perhaps it is the economic uncertainty world wide which has us in a quandary on how to value any asset class most of all gold. One thing is worrisome, sovereign manipulation of all asset values, be they up or down.
    Jul 29 11:29 PM | 1 Like Like |Link to Comment
  • Fed Saves Day: What It Means For The Economy And Precious Metals [View article]
    It is likely we have a very long wait for PM to rise. It is a classic tug of war between the masses and those in political and economic power. Those in power believe the masses have accumulated too much of the world's wealth, hence the asset and wage devaluation over the last 8 years. There has been lip service by central banks that folks should just be patient, we are printing more money but the money is stuck somewhere. The money gets stuck somewhere to avoid currency devaluation by those who own the debt in dollar terms and certainly not about to be re-paid with weaker currency.

    In Europe those whose feet are being held to the fire can't hold on much longer and in fact the burning is so bad many will never walk again.

    Most of the developed world relies upon a consumer driven economy. With the continuing monetary de-leveraging causing no wealth to reach the masses (the consumers) are unable to stimulate the economy.

    For the moment think stalemate.
    Jul 16 12:55 PM | 1 Like Like |Link to Comment
  • Comex Gold Inventories Continue Their Steep Decline [View article]
    We have been hearing for 5 years that central banks have been "printing", QE has been out buying bonds, we hear claims there is money, money everywhere. This will make gold more valuable. Now the stockpiles of gold are dwindling.
    Where is all the money that was printed?
    If money was printed was it used to buy down the stockpiles of gold?
    Why is gold price dropping like a lead balloon?
    Instinct then tells us things aren't adding up, where is the disconnect?
    Jun 17 05:05 PM | 1 Like Like |Link to Comment
  • Dr. Doom And The Mystery Of The Vanishing Gold Tail Risk [View article]
    Where's the money? There is no new money and until there is the waiting game continues. Check the Fed velocity of money.
    Jun 5 08:27 PM | Likes Like |Link to Comment
  • It's Still Fool's Gold For A While Yet [View article]
    I am reading numerous predictions that gold is going to $800, I am beginning to believe that is the price being targeted by the CB. I have read where several large banks are working to bring gold to this level. Do most investors agree with this price for gold in the current economic climate or do they expect it to drop much below $800. If most agree then it would appear the best strategy is to short gold at it's present price.
    May 12 07:20 PM | 1 Like Like |Link to Comment
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44 Comments
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