| |
 | Adam Hamilton - Zealllc |
| Gold Miners’ Q4’17 Fundamentals |
| The
gold miners’ stocks remain deeply out of favor, trading at prices
seen when gold was half or even a quarter of current levels. So
many traders assume this small contrarian sector must be really
struggling fundamentally. But nothing could be farther from the
truth! The major gold miners’ recently-released Q4’17 results prove
they are thriving. Their languishing stock prices are the result of
irrational herd sentiment.
Four
times a year publicly-traded coFriday, March 16, 2018 |
|
| Adam Hamilton - Zealllc |
| Gold’s Curious Sentiment |
| Gold
is faring quite well today technically, though you sure wouldn’t
know it from the rampant bearish sentiment. Gold’s price is in a
strong uptrend over a year old, high in both its current upleg and
young bull market. Gold isn’t far from breaking out to its best
levels since September 2013, a really big deal. The stock markets
even finally sold off after years of unnatural calm. Yet traders
are still down on gold.
Across all markets price action drives pFriday, February 23, 2018 |
|
| Adam Hamilton - Zealllc |
| Stock Selling Unleashed! |
| The
unnaturally-tranquil stock markets suddenly plunged over this past
week. Volatility skyrocketed out of the blue and shattered years of
artificial calm conjured by extreme central-bank distortions. This
was a huge shock to the legions of hyper-complacent traders, who are
realizing stocks don’t rally forever. With stock selling unleashed
again, herd psychology will start shifting back to bearish which
will fuel lots more selling.
As a
contrarian student ofSunday, February 11, 2018 |
|
| Adam Hamilton - Zealllc |
| Radical Gold Underinvestment 4 |
| Global investors are radically underinvested in gold today. Years
of relentless stock-market rallying to endless new record highs have
left this classic alternative investment deeply out of favor. But
this gold-demand ebb is ending. The same central banks that fueled
these extreme stock markets through epic easing are reversing to
massive and unprecedented tightening. As stocks roll over, gold
investment will return.
Gold
is a unique asset class established oveFriday, February 2, 2018 |
|
 | Oilprice.com - oilprice.com |
| Forget Oil Prices, Oil Majors Are A Buy |
| Oil stocks have been performing dismally this year, and oil prices have failed to sustain a rally, so why are these stocks still attractive? Low valuations and high dividend yields, say analysts.
Supermajor oil companies are living a new reality that is based on new profits in a forever-low oil price environment—and globally, analysts say, the oil sector is a great investment.
Value has returned, because international oil giants have adapted.
The initial enthusiasm over OPEC’s production cut deTuesday, August 22, 2017 |
|
 | The Gold Report |
| The Silver Lining of the 'Violent, Stunning, Historic Collapse of Palladium' and How to Profit from It |
| Palladium took a dive this week, and Chen Lin, author of the popular newsletter What Is Chen Buying, What Is Chen Selling?, explains what happened and how investors can profit from the drop.
This is President Trump's first week in office and a huge week for the stock market. However, not many noticed the palladium futures market experienced the "violent, stunning, historic collapse," according to the well-known market commentator Dennis Gartman, the "comFriday, January 27, 2017 |
|
| Adam Hamilton - Zealllc |
| Radical Gold Underinvestment 3 |
| Gold was again
blasted to new post-election lows this week, further trashing
contrarian sentiment. The Fed proved more hawkish than expected in
its rate-hike-trajectory forecast, unleashing heavy selling in gold
futures. This catapulted gold bearishness back up to extremes not
seen in a year. Investors are once again convinced gold is doomed,
and thus radically underinvested. That’s actually super-bullish for
gold.
It certainly
wasn’t the Fed’s second rate Friday, December 16, 2016 |
|
| Adam Hamilton - Zealllc |
| Gold-Futures Selling Exhausting |
| Gold has suffered
brutal, withering selling pressure in the month following the US
presidential election. The stock markets’ surprise surge after
Trump’s surprise win has led speculators and investors alike to rush
for the gold exits. As usual the former group’s extreme selling
came largely through gold futures. But this gold-futures dumping
has been so severe that it is rapidly exhausting itself, a bullish
omen for gold.
Gold’s stunning
post-election sellofFriday, December 9, 2016 |
|
| Adam Hamilton - Zealllc |
 Why Has Gold Stalled |
| Gold’s young bull
market has totally stalled out in the past couple months. This
major loss of momentum following gold’s powerful surges in 2016’s
first half is really souring sentiment and vexing traders. They are
trying to figure out if gold’s recent consolidation drift is the
dawn of a new bearish trend or a healthy pause within an ongoing
bull. The likely answer comes from understanding what’s causing
gold’s high consolidation.
Back in
mid-DecembFriday, September 16, 2016 |
|
 | Alasdair Macleod - Finance and Eco. |
| How GDP conceals inflation |
| There are so many things wrong with GDP, that even mainstream economists are becoming vaguely aware of its shortcomings.A good friend drew my attention to a Bloomberg article on this subject, which at least shows a growing awareness that there’s a problem. Unfortunately, this awareness does not extend to its underlying nature.GDP statistics only capture an incomplete snapshot of the economy at one moment in time. Since the economy is continually evolving, that snapshot is immediately out of dateWednesday, August 24, 2016 |
|
| Adam Hamilton - Zealllc |
| Fueling Gold Stocks’ Next Upleg |
| Gold stocks’ new
bull market this year has already proven breathtaking. This obscure
sector has nearly tripled within a matter of months, yielding
immense profits for the smart contrarians who bought in low. But
after such a blistering surge, what’s going to fuel gold stocks’
next upleg? Heavy gold investment buying driving its price much
higher will greatly boost gold-mining profitability, attracting in
far more capital.
Gold stocks’ new
bull run inFriday, August 12, 2016 |
|
 | Chris Powell - GATA |
| Miner sees silver price surging ninefold as global gadgets boom |
| http://www.bloomberg.com/news/articles/2016-05-26/miner-sees-silver-pric...
A major Japanese electronics maker approached First Majestic Silver Corp. for the first time last month seeking to lock in future stock, a sign of supply concerns that could boost the metal’s price ninefold, according to the best-performing producer of the metal.
“For an electronics manufacturer to come directly to us -- that tells me something is changing in the market,” said Keith Neumeyer, chief executive officer of FThursday, May 26, 2016 |
|
| Adam Hamilton - Zealllc |
| Gold Stocks Double, To Double |
| Gold-mining stocks
surged higher this past week after breaking free from their high
consolidation. This newest upleg catapulted gold stocks to a
doubling in less than 3 months, a remarkable world-leading
performance. But despite its quick doubling, this red-hot sector
still has another easy doubling left to come from here. Gold-mining
stocks still remain greatly undervalued relative to prevailing gold
prices.
Gold stocks’
whipsawing journey so far thFriday, April 15, 2016 |
|
| Adam Hamilton - Gold Versus Paper |
| Massive Gold Investment Buying |
| Gold’s powerful
surge in 2016 has been driven by utterly massive investment buying.
This is a marked sea change from recent years, where investors
relentlessly pulled capital out of gold. But with that dire
sentiment reversing, they are rushing back in with a vengeance.
Major investment capital inflows into gold are an
exceedingly-bullish omen, as they are what transform a mere gold
rally into a new bull market.
With gold
enthusiasm growing, it’s easFriday, March 4, 2016 |
|
| Adam Hamilton - Zealllc |
| Fueling Gold’s 2016 Upleg |
| Gold certainly had
a rough year in 2015, grinding inexorably lower on Fed-rate-hike
fears and investor abandonment. But gold is poised to rebound
dramatically in this new year, mean reverting out of its recent deep
secular lows. The drivers of gold’s weakness have soared to such
extremes that they have to reverse hard. The resulting heavy buying
from dominant groups of traders will fuel gold’s mighty 2016 upleg.
Investment demand,
or lack thereof, is whaThursday, December 31, 2015 |
|
| Adam Hamilton - Zealllc |
Post-ZIRP Stock/Gold Era  |
| The Federal
Reserve finally mustered the courage to end its radical
zero-interest-rate-policy experiment this week. Its quarter-point
rate hike announced on the seventh anniversary of ZIRP kicks off the
long road to normalization. This leaves the stock markets and gold
in unprecedented uncharted territory. The Fed has never before
attempted to exit ZIRP, let alone in the midst of such extremely
distorted markets.
The Fed’s ZIRP
saga symmetrically endFriday, December 18, 2015 |
|
| Adam Hamilton - Zealllc |
| Shorts Savage Gold After Fed |
| Gold has enjoyed a
strong new uptrend in recent months following last summer’s extreme
gold-futures shorting attack. But speculators returned with a
vengeance this past week, aggressively dumping gold futures again
following a hawkish surprise by the Fed. The resulting gold plunge
shattered its support, and thrust sentiment back into hyper-bearish
territory. But gold-futures shorting soon reverses to big buying.
In recent years
the gold-futures trading bFriday, November 6, 2015 |
|
| Adam Hamilton - Zealllc |
Silvers Deep Undervaluation  |
| Silver is finally
showing some signs of life after suffering a dark year. The
epically-bearish sentiment that bludgeoned this metal to major
secular lows is cracking, with a strong rebound rally now underway.
And this recent buying is likely just the earliest vanguard, as
silver remains deeply undervalued relative to its primary driver
gold. Silver will need an utterly massive upleg to fully mean
revert to normal levels.
Silver has been
out of favor Friday, October 23, 2015 |
|
| Adam Hamilton - Zealllc |
| Radical Gold Underinvestment 2 |
| Despite gold
blasting higher this month, this metal remains deeply out of favor
among investors. They have shunned it for years thanks to extreme
central-bank money printing levitating stock markets. This slayed
demand for alternative investments, led by gold. But the resulting
radical underinvestment in gold today is super-bullish. Vast
capital inflows will be necessary to return gold investment to
normal levels.
It?s impossible to
overstate just hFriday, October 16, 2015 |
|
| Adam Hamilton - Zealllc |
Gold Stocks' Major Breakout  |
| The left-for-dead
gold stocks have rallied dramatically this past week, surging to a
major breakout. This pivotal technical event reveals the
hyper-bearish psychology plaguing this sector in recent months is
dissipating, paving the way for investment capital to return. And
given the fundamentally-absurd price levels in this battered sector,
this new gold-stock buying is likely just the initial vanguard of a
massive new upleg.
Even among
contrarians, tFriday, October 9, 2015 |
|
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