news.goldseek.com >> 6 November 2009
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news.goldseek.com >> 6 November 2009 |
HUI and SPX Pullbacks
By: Adam Hamilton, Zeal Intelligence LLC
After India’s central bank gobbled up half of the gold (200 metric tons) the IMF recently offered for sale, gold surged 2.4% on Tuesday to a new all-time nominal high near $1085. Naturally traders flooded into the gold stocks to leverage such an exciting day, driving the flagship HUI gold-stock index up by 8.0%.
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news.goldseek.com >> 30 October 2009 |
Copper Bull Marches On
By: Scott Wright, Zeal Intelligence LLC
Though not the most exciting of the earth’s minerals, the bellwether base metal has wrangled up a following. Since the beginning of copper’s powerful bull run, that took out all-time highs in 2005, this metal has made a place for itself on headline business-channel tickers and in everyday trader talk.
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news.goldseek.com >> 23 October 2009 |
Overdue SPX Pullback
By: Adam Hamilton, Zeal Intelligence LLC
It’s sure been an awesome year in the stock markets! By this week, the benchmark S&P 500 index (SPX) had soared 62.3% from its despair-laden March low and 21.6% year-to-date. Naturally the gains have been fantastic in this dream environment for traders, with nearly all sectors relentlessly powering higher.
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news.goldseek.com >> 16 October 2009 |
Relativity Trading
By: Adam Hamilton, Zeal Intelligence LLC
The ultimate key to success in all trading, both long-term investment and short-term speculation, is simple. Buy low, sell high. Excel in this, and trading the financial markets will eventually make you wealthy. But implementing this well-known proverb into your own trading certainly isn’t easy. As always, the devil is in the details.
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news.goldseek.com >> 9 October 2009 |
Gold Futures CoT 3
By: Adam Hamilton, Zeal Intelligence LLC
With gold forging glorious new record highs (in nominal terms), traders’ interest in this metal’s 8-year-old secular bull is ballooning rapidly. And like most commodities, the lion’s share of gold trading happens in the futures markets. So the tactical gold-price action at any given moment is usually dominated by futures buying and selling.
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news.goldseek.com >> 2 October 2009 |
Base Metals Stocks
By: Scott Wright, Zeal Intelligence LLC
The base metals markets have been some of the most exciting to trade in this commodities bull. From trough to peak, copper, zinc, nickel, lead, and aluminum have seen staggering gains of 575%, 537%, 1124%, 888%, and 163%! Naturally, gains of this magnitude have made the mining of these metals an incredibly lucrative business.
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news.goldseek.com >> 25 September 2009 |
Copper Panic and Recovery
By: Adam Hamilton, Zeal Intelligence LLC
Although copper is not the largest base-metal market (aluminum is way bigger), nor the most valuable of the primary base metals (nickel is worth several times more per pound), it is still arguably the most important base metal. As the base metal of choice for investors and speculators, copper’s price offers great insights into how traders view the global economic outlook.
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news.goldseek.com >> 18 September 2009 |
Real Gold Highs 3
By: Adam Hamilton, Zeal Intelligence LLC
One-thousand Federal Reserve Notes per troy ounce! This past week gold edged over $1000 to close at its highest levels ever witnessed. This much-maligned investment has nearly quadrupled since its secular bull’s humble beginnings in April 2001, a fantastic 297% gain compared to the S&P 500’s pathetic 7% loss over this 8+ year span.
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news.goldseek.com >> 11 September 2009 |
Gold Stocks Still Cheap
By: Adam Hamilton, Zeal Intelligence LLC
Last week when gold started flirting with $1000, the gold stocks caught a serious bid. On an impressive 3.8% 2-day gold rally, the flagship HUI unhedged gold-stock index rocketed 15.7% higher! And the volume in this index’s elite gold stocks was staggering those 2 days, 2.8x the 3-month average.
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news.goldseek.com >> 4 September 2009 |
Junior Recovery?
By: Scott Wright, Zeal Intelligence LLC
Every so often I’m asked to describe the role of juniors in the commodities industry. And I simply reply, “They’re like rabbits”. Rabbits are seemingly insignificant and useless animals. But in actuality they serve a critical role in the food chain as a valuable source of nourishment for larger animals.
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news.goldseek.com >> 28 August 2009 |
Gold Bull Seasonals 4
By: Adam Hamilton, Zeal Intelligence LLC
New gold investors are often surprised to learn that gold prices have a heavy seasonal component. Seasonality makes intuitive sense for commodities inexorably tied to orbital mechanics, like wheat. Their annual late-summer harvest really increases supply. But why should gold, which is mined evenly and continuously throughout the year, have big price swings governed by the solar calendar?
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news.goldseek.com >> 21 August 2009 |
Big Autumn Silver Rally
By: Adam Hamilton, Zeal Intelligence LLC
Silver’s fundamentals offer plenty of reasons to be bullish in the coming years. Relentlessly growing global investment demand coupled with reduced production is a recipe for much higher prices. With something like 3/4ths of all the silver mined globally being merely a byproduct, primarily of base metals, supplies will remain constrained. Investors will have to compete in a tiny market for this scarce metal.
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news.goldseek.com >> 14 August 2009 |
Central Bank Gold Agreement
By: Adam Hamilton, Zeal Intelligence LLC
Last Friday, the central banks of Europe extended their landmark agreement on gold sales. 18 national central banks, along with the European Central Bank itself, signed the third Central Bank Gold Agreement. CBGA 3, like its two predecessors, has major implications for gold that investors need to understand.
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news.goldseek.com >> 7 August 2009 |
SPX Driving Gold
By: Adam Hamilton, Zeal Intelligence LLC
Among gold investors, the major drivers of the gold price are well-known. From mine production and central-bank sales to jewelry and investment demand, gold’s fundamentals have been and will continue to be extensively studied. But over the past year, a curious and sometimes dominating new gold driver has emerged.
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news.goldseek.com >> 31 July 2009 |
Global Gold Production
By: Scott Wright, Zeal Intelligence LLC
There is no denying gold’s store-of-value relevance throughout the history of the world. It has been and will always be the ultimate form of currency. Even today gold’s alluring and timeless qualities transcend every political, social, and monetary boundary that man puts into place. Gold’s core fundamentals will forever be rock solid.
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news.goldseek.com >> 24 July 2009 |
Gold $1000 Quest
By: Adam Hamilton, Zeal Intelligence LLC
Big round numbers are irresistibly alluring. There is some kind of psychological gravity about them that captures people’s attention. Remember when the Dow 30 first breached 10k (March 1999) or oil first exceeded $100 (February 2008)? These were major financial-media events that spilled widely into the mainstream consciousness.
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news.goldseek.com >> 17 July 2009 |
Cheap Commodities
By: Adam Hamilton, Zeal Intelligence LLC
Commodities have had a rough go lately, especially before this week. You couldn’t open a financial newspaper or turn on CNBC without seeing endless bearish prognostications for raw materials’ prices. Ongoing global economic fears led to the widespread belief that commodities are doomed to grind lower.
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news.goldseek.com >> 10 July 2009 |
Silver Investment
By: Scott Wright, Zeal Intelligence LLC
Investment has been a core element of the silver market since its very beginning. For thousands of years investors stored a portion of their wealth in this white metal via such vehicles as ornamentals and jewelry. Silver investment has also been facilitated through a variety of monetary systems. In fact many historians believe this metal was used in the oldest form of coinage.
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news.goldseek.com >> 5 July 2009 |
Silver Stocks 3
By: Scott Wright, Zeal Intelligence LLC
When the words “precious metals” are spoken, gold is usually what comes to mind first. And in the universe of PM stocks it is indeed gold that most miners are after. The vast majority of PM mining companies explore for and ultimately seek to find the Ancient Metal of Kings. But gold is not the only precious metal.
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news.goldseek.com >> 26 June 2009 |
Gold/Silver ETF Stickiness
By: Adam Hamilton, Zeal Intelligence LLC
Despite gold and silver consolidating in June, investment demand for these precious metals remains robust. This is evidenced by continuing growth in the bullion holdings of the leading precious-metals exchange-traded funds. Both GLD’s and SLV’s physical metals held in trust for investors have edged up to new all-time record highs this month!
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news.goldseek.com >> 19 June 2009 |
Silver/Gold Ratio Reversion 2
By: Adam Hamilton, Zeal Intelligence LLC
Silver has endured a rather tough June so far. After peaking just under $16 on the 2nd, this white precious metal plunged 12% to just over $14 by the 15th. This is certainly a significant decline for less than 2 weeks, so silver traders are anxiously wondering what it portends. Will silver languish in the summer doldrums again this year?
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news.goldseek.com >> 12 June 2009 |
Stock Bear Cycles
By: Adam Hamilton, Zeal Intelligence LLC
Earlier this week, a friend asked me if I thought this stock bear was over. My first thought was “which bear?”, for there isn’t just one. The stock-market action over the last couple years has been a tale of two bears. Investors who’ve failed to understand this critical truth are very confused on what to expect from stocks going forward.
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news.goldseek.com >> 5 June 2009 |
Big Inflation Coming 2
By: Adam Hamilton, Zeal Intelligence LLC
At the height of the stock panic in late November, the flagship S&P 500 stock index had plunged 49% year-to-date. Fully 2/3rds of this decline happened in the 9 weeks leading into the panic lows! Naturally the psychological impact of such an epic selloff was utterly massive. Fear exploded to unprecedented extremes.
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news.goldseek.com >> 29 May 2009 |
Commodities Survey
By: Scott Wright, Zeal Research
Last autumn’s stock panic fueled a particularly hard selloff in the commodities sector. And many folks were quick to proclaim the end of the 21st-century commodities bull. Indeed nearly all commodities prices were hammered, with some experiencing precipitous declines that were unseen since the Great Depression.
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news.goldseek.com >> 22 May 2009 |
Dollar’s Commodity Impact
By: Adam Hamilton, Zeal Intelligence LLC
On any day that commodities prices move materially, the financial media is quick to ascribe their action to the US dollar. And this oft-discussed causal relationship is certainly logical. With commodities priced in dollars, a stronger dollar will buy more units of any given commodity while a weaker dollar buys less.
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news.goldseek.com >> 15 May 2009 |
Junior Resource Prospects
By: Adam Hamilton, Zeal Intelligence LLC
Just a few years ago, the junior resource stocks were hotter than the sun. The fact that the accelerating commodities bull was secular in nature was finally starting to sink in for mainstream traders. With a growing world in desperate need of endless new supplies of natural resources, capital flooded into junior resource stocks driving some truly epic gains.
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news.goldseek.com >> 8 May 2009 |
Bullish HUI Technicals 3
By: Adam Hamilton, Zeal Intelligence LLC
Over the 6 months since the height of the stock panic in late November, commodities stocks have probably been the best-performing sector. While general stocks slumped to new lower lows in early March, commodities stocks surged. Their bullish fundamentals drove 50% to 100%+ gains over the S&P 500’s exact low-to-low span!
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news.goldseek.com >> 1 May 2009 |
Gold Producer Categories
By: Scott Wright, Zeal Intelligence LLC
In my tenure as an analyst on the gold stock circuit, I’ve been blessed to have experienced some pretty neat things that have given me an inside look at the gold mining industry. And by far the most exciting of my adventures have been tours of actual gold mines.
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news.goldseek.com >> 24 April 2009 |
Bullish Commodities Stocks
By: Adam Hamilton, Zeal Intelligence LLC
Out of their dismal lows in early March, the stock markets rocketed 27% higher in a single month! After such fast gains, Wall Street remained skeptical. Was this a typical bear rally that would soon collapse? But as the last couple weeks have shown, it didn’t. Stocks not only held their rally gains, but they continued moving higher.
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news.goldseek.com >> 17 April 2009 |
Ostrich Investors
By: Adam Hamilton, Zeal Intelligence LLC
The withering barrage of misfortune that investors have suffered defies belief. Last year’s horrific 38.5% loss in the stock markets was one of the worst ever witnessed. And this year has offered little respite, with stocks down another 5.7% so far. Such a catastrophic loss of wealth has naturally sparked rampant bearishness, pessimism, and a pervading sense of despair.
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news.goldseek.com >> 10 April 2009 |
Copper Bull Market?
By: Scott Wright, Zeal Intelligence LLC
Most analysts believe this deep global recession has abruptly ended the powerful secular commodities bull that was born at the turn of the 21st century. And it is certainly hard to argue this point considering the dismal panic-selling-induced performance of nearly all commodities.
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news.goldseek.com >> 3 April 2009 |
Junior Gold Stocks 4
By: Scott Wright, Zeal Intelligence LLC
Junior gold stocks are a contingent of the greater junior resources circuit that has simply been obliterated in the recent stock panic. Even though gold has been strong over this stretch, the risk capital that usually finds its way into these gold explorers had all but left the scene.
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news.goldseek.com >> 27 March 2009 |
Gold Stock Valuations 5
By: Adam Hamilton, Zeal Intelligence LLC
Way back in late 2000, only the very hardest-core contrarians even considered investing in gold stocks. This sector was all but obliterated after a multi-decade bear in gold. Its flagship HUI gold-stock index was languishing in the 40s, while the headline S&P 500 still traded in the 1400s. Most investors didn’t even know the tiny gold-mining sector even existed.
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news.goldseek.com >> 20 March 2009 |
New Gold Upleg
By: Adam Hamilton, Zeal Intelligence LLC
After gold’s breathtaking $38 surge in 15 minutes Wednesday, there is much renewed interest in the Ancient Metal of Kings. The Federal Reserve, which is clearly being run by lunatics, publicly announced it is going to create over a trillion dollars out of thin air to monetize US debt. This degree of pure monetary inflation is utterly unprecedented.
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news.goldseek.com >> 13 March 2009 |
Gold and the SPX
By: Adam Hamilton, Zeal Intelligence LLC
This past Tuesday, the flagship S&P 500 stock index (SPX) surged 6.4% in its biggest daily rally since rocketing out of its panic low in late November. Gold, which was flat that morning, suffered increasing selling pressure as the day marched on. As the SPX strengthened, gold weakened in an inverse linear fashion. It ultimately fell 2.6% that day, sliding under $900 for the first time in a month.
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news.goldseek.com >> 6 March 2009 |
SPX Bottoms
By: Adam Hamilton, Zeal Intelligence LLC
With the S&P 500 slumping below its November panic low, it’s been one tough week in the stock markets. The SPX was holding its own until the Marxist Party inexplicably decided to announce giant and aggressive tax hikes on American investors. So confidence, already very weak after the first true stock panic in 101 years, continued flagging on the Marxists’ plans to steal ever more of the fruits of our labors.
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news.goldseek.com >> 27 February 2009 |
HUI Gold Stocks
By: Scott Wright, Zeal Intelligence LLC
With gold getting a lot of attention in these wild markets, naturally its producers are also attracting interest. And almost silently, gold stocks have emerged from the depths of the 2008 stock panic to be the best-performing sector in the markets. From the November lows to this week, measured by the HUI gold stocks have soared 71% while the S&P 500 has merely ground sideways.
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news.goldseek.com >> 20 February 2009 |
Gold Stock Surge
By: Adam Hamilton, Zeal Intelligence LLC
Earlier this week, the US stock markets (S&P 500) fell 4.6% to their lowest close since November 20th’s panic low. It was a very unpleasant day as latent fears of bungled government meddling flared up again. But one sector, the gold stocks, was able to buck this very weak tape. That very day the HUI gold-stock index rallied 2.6%.
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news.goldseek.com >> 13 February 2009 |
US Mint Bullion Coin Sales
By: Adam Hamilton, Zeal Intelligence LLC
The bottom line is US Mint sales of Gold Eagles and Silver Eagles soared in the second half of 2008 during the stock panic. Physical bullion coin demand from investors was stellar, even bringing the Mint to its knees for the first time in decades at one point. Such high demand in the face of gold and silver prices being sold down with nearly everything else during the stock panic is exceedingly bullish.
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news.goldseek.com >> 6 February 2009 |
Silver/Gold Ratio Reversion
By: Adam Hamilton, Zeal Intelligence LLC
While wreaking its unbelievable destruction, last quarter’s financial-market panic certainly showed no favoritism. Launching from ground zero in the financial stocks, shockwaves of selling blasted out through the entire market landscape. Everything speculators once loved was left in ruins, including silver.
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news.goldseek.com >> 30 January 2009 |
Base Metals Technicals 5
By: Scott Wright, Zeal Intelligence LLC
Not too long ago base metals were the hottest of commodities. In their bull markets the prices of these industrial-use metals had soared to lofty heights to reflect the speculative risk premiums brought on by greatly imbalanced markets. Copper, zinc, nickel, lead, and aluminum achieved staggering trough-to-peak gains of 574%, 523%, 1124%, 829%, and 151%!
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news.goldseek.com >> 23 January 2009 |
Big Inflation Coming
By: Adam Hamilton, Zeal Intelligence LLC
Late 2008’s stock panic has certainly had a complex and multifaceted impact on popular psychology. Mindsets and outlooks that were scoffed at as recently as 6 months ago have suddenly become fashionable. One of the more intriguing is the meteoric rise to prominence of the deflation thesis.
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news.goldseek.com >> 16 January 2009 |
Post-Panic Stock Rallies
By: Adam Hamilton, Zeal Intelligence LLC
2008, of course, was the worst year for the stock markets in memory. We’ve never seen anything like it in our lifetimes. The Great Depression of the 1930s was worse, but in order to have been old enough to care about the stock markets back then a trader would have to be around 95 years old today. For all but that elderly infinitesimal fraction of today’s traders, 2008 was utterly unprecedented.
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news.goldseek.com >> 9 January 2009 |
Global Gold 5
By: Adam Hamilton, Zeal Intelligence LLC
During late 2008’s unprecedented financial-market panic, gold got something of a bum rap. Since this metal didn’t soar during the stock chaos like most of its investors expected, many assume something must be wrong in gold-land. But gold ultimately did hold its own, up 2.1% in Q4 while the S&P 500 plunged 22.4%.
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news.goldseek.com >> 2 January 2009 |
New Gold Stock Environment
By: Scott Wright, Zeal Intelligence LLC
At Zeal we welcomed the new year by publishing the latest edition of our Favorite Gold-Producing Stocks Research Report. And looking back a lot has happened in the gold stock arena since the last installment. In fact in just over a year the environment in which we trade these stocks has radically changed. While some of the environmental forces have occurred from the inside out, the most impactful are external in nature and have really caught investors off guard.
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news.goldseek.com >> 26 December 2008 |
Gold Fundamentals 2
By: Adam Hamilton, Zeal Intelligence LLC
Gold belongs in every investor’s portfolio. It is totally unique among financial assets, a physical metal commanding timeless and universal intrinsic value. It is a rock of stability in a chaotic world, a stark contrast to the complex web of mere promises to pay that is our modern faith-based financial system. Without gold, true diversification and protection from systemic risk is impossible.
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news.goldseek.com >> 19 December 2008 |
Gold Stock Panic Ends
By: Adam Hamilton, Zeal Intelligence LLC
The Great Stock Panic of 2008 was so mercilessly brutal that no sector escaped its ravages. Unfortunately gold stocks, despite their history of performing really well during general-stock bears, also succumbed to the universal panic selling. Extreme fear snowballed without relent until even long-time gold-stock enthusiasts capitulated and dumped their shares in disgust.