Swen Lorenz

Silver leads precious metails spectrum down and provides a position building opportunity

In a year in which physical holdings of silver have risen to near-record levels, investors are now certainly regretful as…

Why U.S. Interest Rates Are Rising So Sharply Even Though Inflation Is Non-Existent

As we all know, the Federal Reserve has two mandates: keep the inflation rate low (officially, they have an optimal…

FROM PENNIES ON THE POUND TO ALMOST PAYING YOU TO BUY…

For anyone who believes that resource bases selling for th cheapest values in over 15 years is likely to prompt…

Stat of the day – gold traders most bearish since Jan 2010

What with the largest short position in gold futures since 2001 (data from CoT stats), we now have news out…

The Kazakhmys valuation joke/opportunity…

By now, regular readers will probably be tired of hearing about the value in Kaz. I won’t opine further, just…

Soc Gen’s take on gold

Societe Generale SA’s Michael Haigh correctly predicted this year’s rout in gold by using a math problem to measure a feeling. His arithmetic says…