Category Archives: Silver

Gifts for the Financially Inclined (I received the Zimbabwe bills two years ago.) Perhaps an Independent Stock Analysis membership would be a good self-gift. The Science Behind Gifting ( WSJ ). Lunch with Warren Buffet at the New Yorker…

The best stuff you’ll see all weekend: The History of Gold Charts : Peter Brandt . An in-depth big picture look by Grant Williams .. Re-post: Print and read sixty two page of goodness from Peter Degraaf . This will not print without a…

The precious metals complex is outperforming today and may be set to rally. Is Santa Coming Early for Gold & Gold Mining Stocks? Chris Vermeulen “Continuing problems in the U.S. economy suggest that the Federal Reserve may not be providing…

Tomorrow afternoon ISA will take an extensive look at the coal and natural gas thesis, including a favorite investment possibility. As the the precious metals complex works off an overbought condition with time, here is a deep look: GOLD –…

ISA has always been negative the European economy. Our bearish emerging market posture is more recent, yet when China becomes serious about fiscal stimulus will we look to be heavily involved in the materials stocks. Until then, we’ll…

Following two days of trading lower, the precious metals complex opened sharply down today before rebounding to this point. Chess’s take this morning. “Chicago Federal Reserve Bank President Charles Evans on Tuesday reiterated his support…

The Economy Is Slowing?? Railroads Apparently Did not Get The Memo at Value Plays . I get it, the U.S. economy is moving along at an okay pace. Regarding the current stimulus, Fed head Lockhart said “If we do not see improvement, more…

Silver is both an industrial and monetary metal. Silver spends life as a stepchild, both in mining production and commercial use. Of all silver mined, 73% is as a byproduct of other metals. (Thus Silver Wheaton was born!) On the demand…

Perhaps this title does not mean much to you: George Soros endorses 5% NGDP target ( Money Illusion ). Next consider negative real interest rates as a a sign of the times ( Iacono Research ). NGDP stands for nominal gross domestic product…

Today’s stock rally includes strong precious metals with base metals being flat. Jim O’Neal coined the term BRIC and now says “The big commodity play on China is finished.” ( Bloomberg video ). The BRIC nations stock markets are minor…

In 2011 U.S. government unfunded liabilities grew by $11 trillion ( Bloomberg ). Political promises are never retracted; instead the default will be papered over through debasement. Don Coxe on gold in the Gold Report . The title on one of…

One mainstream journalist at a leading publication asks: “ Why has gold lost its shine? This precious metal has fallen in value and analysts are puzzled” at the Guardian . Meanwhile, the gold bug community is downright giddy short term…

Since inception, Independent Stock Analysis has closely monitored the precious metal markets. The bottoming out of the sector and recent breakout calls have been noted. Until China re-accelerates, which is not expected soon, consider the…

Seems the stars are aligned for gold and silver: New Cyclical Bull Underway in Gold Stocks at Daily Gold . The beginning of a gold rally begin at Frank Talk . Gold and silver off to the races? at Gold Money . Gold Stocks Get Healthy at…

This spring and summer ISA monitored the gold stock double bottom. For the last six we have been noting and waiting for a gold breakout. It happened this week. Gold, Silver ETFs Screaming Buys: Asset Managers at IBD . Gold future traders…

Long-Term Technical Outlook for Gold & Silver at Daily Gold . Gold’s performance in stock bear markets: Zeal . China and India account for half of world wide gold demand: Frank Holmes . So could “ China’s problems be gold’s problems” at…

Paulson Steps Up Gold Bet to 44% of Firm’s Equity Assets at Bloomberg . George Soros more than doubled his GLD position to $137.3 million in Q2 ( Zero Hedge ). Meanwhile, the S&P 500 has clobbered gold stocks ( chart ). Which Way Will the…

One hundred twenty pages of gold fundamentals and charts: Erste Research . It’ll all be papered over, including Japan’s problems: Sober Look . The government debt maturity outlook has deteriorated significantly over the last two years…

I look for the public pension problems to get papered over later this decade: WSJ . Practically speaking, central bank cooperating means easy policy at a faster pace. WSJ As states and city’s go bankrupt ( Mish ), remember gold is no one’s…

Note this chart of credit adjusted gold from Real Return Investing at Ritholtz . This piece might be the most worthwhile read of the week. UBS warns of possible hyperinflation: Zero Hedge “On Thursday, gold futures recorded a negative…

On Wednesday my daughter received a $100 bill from my folks as a gift for her second birthday. The note read, in part: “Have your mom or dad put this your bank account so it can grow just like you.” Two observations are striking: I’m…