Industrial Metals Still in Big Picture Bullish Stance

With our bond bounce played out at least in part, it is time to ask whether the other side of the trade (the inflation trade) is ready to resume its rally. 138 more words


NFTRH; Updating Gold Miners Pullback, Indust. Metals Miners Consolidation

Gold Miners

Let’s keep it simple. As noted in a public post yesterday, the pompom brigade was out in full force right at the short-term top for the gold stock sector. 587 more words

NFTRH Interim Updates

NFTRH+; Industrial Metals Miners Breaking Out

Another NFTRH+ update sent to the entire list because it works as a macro update as well. A reminder that all subscribers can access NFTRH+ posts at the website at any time. 357 more words

NFTRH Interim Updates

Close Up on Au/GYX & Au/WTIC

Folks, far be it from me to go all gold pumper on you, but also far be it from me not to show you things I find interesting, even if just very preliminary. 211 more words


Industrial Metals, Global Growth, a Decision on How to Play Canada and a Look at Japan vs. US

The NY Fed’s Empire index is the latest in a line of strong manufacturing reports. Several ‘global vs. US’ stock market charts are looking prospective, and then of course there is the bullish monthly chart of Industrial metals, as noted in NFTRH 469 and the… 688 more words

NFTRH Interim Updates

China's Property Slowdown And The Impact of Xi JinPing’s Reform Program

China’s real estate market provides jobs to millions and underpins demand for materials ranging from steel to cement and glass. But recent data suggests that peak growth for this sector is over. 125 more words


Copper/Gold Spread: There May Be More Downside Ahead

Bag the Profits

IMC blog entered a long position in the July-June copper(x2)/gold spread from the equivalent of -$21,885 (premium gold) on September 29th.

The spread exploded higher at the end of last year.  282 more words