These last 6 weeks have been absolutely unrelenting with regards to valuation compression in the mining sector and the gold mining sub sector in particular. Indeed, if you have been long and remained long then unless you pay heed of our mantra of leverage moderation, you would have been crushed. Given our call in last months…
It has been quite a week from my perspective as far as the major indices have been concerned, at least as far as trying to make an accurate call on their price action. Why is there a particular problem at the moment? Could the fact that equity indices are now sufficiently off their highs of…
One of the best things about the financial markets for anyone that likes to have their brain cells stimulated, and in some cases fried (!), is the way that we are always being challenged in terms of where they are headed. Gold has been something of a classic. It was a taboo only recently to…
That “barbarous relic”, the shiny yellow metal that has so entranced people for millennia seems to have finally broken the 13 year bull run that began in 2000. Reasons put forth are legion, from the ending of QE (and which we postulated as a portender of potential price weakness at the beginning of the year…
Click the image above for our top 5 picks that are even cheaper now…
Towards the end of last week, I managed to close my eyes to both the Gold price and Gold mining stocks and noted that the “vampire squid” aka Goldman Sachs for once, correctly recommended to their clients to go short of the metal (I guess they have to get one right some time?!). As I…
April 12 2014
Blogging schedule will be pared down somewhat whilst the editor enjoys a much needed break ahead of the launch of our new titanip.co.uk venture. Bear with us while we reinvigorate and get ready to do battle with the markets once more in early May! In the interim, check out our new guides on the Trading…
