Silver Editorials & Commentary

Current investing model favors equities and both the growth and energy sector are on major buy signals. Investors should stay invested and new money should wait for the 4 year cycle bottom in coming months.

The Fed says the economy remains healthy enough that it will continue to taper back its QE stimulus at a rate of $10 billion a month, with plans to have it at zero by October.

Despite the persistence of the recovery meme, financial markets are more fragile to risk than ever before. On top of this, witness the slow creep of policy disguised as regulation. It comes for the low hanging fruits. The final labors of society. What lies ahead is...

The long-anticipated summer rally for the precious metals (PM) sector gained strength this week even as the U.S. broad market stumbled. The recent plunge in small cap stocks isn’t an unrelated phenomenon, however; it’s one of the reasons behind the rally in the PM...

With the stock market extended and recently having experienced some renewed volatility, you may have seen calls to move into “safe” utility stocks. It is common to see utilities described as they were in a June 2014 InvestorPlace article: "Utilities are often a go-...

This morning I woke up to the following headline: Before the Bell: Stocks set to plunge on Fed, Portugal worries (Globe and Mail, July 10, 2014). While many would no doubt centre on statements from the June FOMC meeting one of more important aspects of the story may...

The main U.S. stock market indexes gained between 0.5% and 0.8% on Wednesday, retracing some of their recent decline, as investors reacted to FOMC Minutes data release, among others. The S&P 500 index continues to fluctuate below its July 3 all-time high of 1,...

After weakness on Monday and Tuesday, stock market bulls were trying to regain the upper hand Wednesday after the latest Federal Reserve minutes were released.

Gold made the move I hoped for and predicted in the last issue. It’s consolidating well above May price levels now. Traders will want to see a couple of more steps up in price to really get on board but the tone of the market has definitely improved again since...

In recent years, many investors have been attracted to the “safety” and “wealth-building” appeal of dividend stocks. Therefore, it is prudent to examine history and ask: Will my net worth take a big hit holding blue-chip dividend payers in the next bear market?

Believe it or not, we are finally witnessing a true monetary revolution. Unfortunately it is not the one that gold bugs have long waited for. Quite the opposite. We have the so called “monetary cranks” governing one of the most important central banks in the world....

An important principle of our investment process at U.S. Global Investors is a belief that government policies are a precursor to change. As a result, we closely monitor the fiscal, monetary and other impactful governmental policies of the world’s largest countries...

The most recent read on the U.S. economy was released before the fireworks began in the USA.

Briefly: In our opinion, no speculative positions are justified. Our intraday outlook remains neutral, and our short-term outlook is neutral:

Mortgage debt overhang from the housing bust has meant lack of middle-class spending power and consumer demand, preventing the economy from growing. The problem might be fixed by a new approach from the Fed. But if the Fed won’t act, counties will, as seen in the...

Economic suffering is occurring all around you. For the most part, it is confined to the voiceless and those that (socio-economically and/or demographically speaking) didn't have very far to fall to begin with.

The good news is: The NASDAQ composite (OTC) closed at a multi year high Friday and the rest of the major indices closed at all time highs. The negatives: The market is overbought.

Speculation went from the lowest level in 11 years to levels of previous tops in just three weeks, caution is advised.

Current investing model favors equities and both the growth and energy sector are on major buy signals. Investors should stay invested and new money should wait for the 4 year cycle bottom in coming months.

It is common knowledge that Japan is in extreme financial difficulties, and that the currency is most likely to sink and sink. After all, Government debt to GDP is over 250%, and the rate of increase of retirees has exceeded the birth rate for some time. A...

Price discovery in all commodities is an electronic paper affair. While the macro-economy and the geopolitical provide a distant framework, they do not wield significant direct influence. The "discovery issue" occurs across the board, but is nowhere more evident...

The jobs report for June was super good news. There were 288,000 new jobs created, and the unemployment rate dropped from 6.3% to 6.1%. The consensus forecast was for only 215,000 new jobs.

Briefly: In our opinion, no speculative positions are justified. Our intraday outlook remains neutral, and our short-term outlook is neutral:

These remarks were delivered at a Cato Book Forum, June 19, 2014, Washington, D.C. My big takeaway from Money (McGraw Hill, 2014) is that Steve Forbes is no James Dean. Forbes is a rebel with a cause. Free-markets and sound money, please. In what follows, I will...

Currently the Footsie is tracking out exactly as laid out in my previous report. That requires one more pop up into a top above the recent top of 6895 but should be held by the 1999 top of 6951. The recent drop had a couple of hits against the lower Bollinger Band...

Many investors are uncertain whether we are in a commodity bull or bear market. Without a doubt, there are a lot of conflicting fundamentals regarding shortages and surpluses in soft commodities such as cocoa, coffee or wheat and corn. Then there are the metals such...

While the U.S. indices have been mostly upbeat, most of the action has been in Europe. Stocks across several European exchanges were hard hit last week as investors overseas panicked over a slate of negative news – the same news, ironically, that investors in the U....

Regular readers know our approach involves meticulously paying attention to known information about the markets and making allocation adjustments when conditions change. Small caps provide a recent example of how this approach can be helpful to investors and traders...

The minimum wage should be the easiest issue to understand for the economically savvy. If the government arbitrarily sets a floor for wages above that set by the market, jobs will be lost. Even the Congressional Budget Office admits that 500,000 jobs would be lost...

More than twenty years after its infamous real estate and equity bubble burst, Japan has been plagued by economic malaise, an ailment most main stream economists have attributed to something they call a deflationary death spiral. As one lost decade turned into two...

The Federal Reserve System of central banking was a response to the financial panics of 1903 and 1907 that rocked the US financial system. One of the key objectives, if not the only real one, was to counterbalance the nefarious nature of fractional reserve banking....

Briefly: In our opinion, no speculative positions are justified. Our intraday outlook remains neutral, and our short-term outlook is neutral, following last Tuesday’s intraday reversal:

The stock market has continued to soar, not having a decent pullback in several years. As measured by the S&P 500, US stocks have almost doubled since summer 2011.

The anticipated minor top has -- so far -- caused a 23-point decline which ended last Thursday and was followed by a 16-point rally. What comes next will require additional data assessment. It is not clear if the correction is over, or if we are only in the “B”...

Latest COT data released on Friday shows an astounding ramp in Commercial short positions in silver that it believed to be unprecedented, and given that silver is now critically overbought after 14 up days in a row up till last Thursday, it is safe to assume this...

A recent article we published last week brought up some interesting commentary worthy of expansion. Particularly, with regard to money velocity and complexity theory.

Fantasizing intimidation is one thing, but in the end, reality always trumps dreams. In the case of the bond market, this ‘intimidation’ James Carville is musing over is about to give way to something a bit more serious . . . reality.

The good news is: The NASDAQ composite (OTC) closed at a multi year high Friday. The negatives: New highs declined last week and, on the NASDAQ, remain closer to their lows of the past 2 years than their highs.

Silver is on major sell signal since 2011. Short term is on buy signal. Upside is limited according to COT data, caution is advised.

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