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Connecting the Dots

Gold and silver hit the drop zone yesterday of the commodity comparative we had made with the previous downturn in 2008/2009. We added a TIP chart to the series, considering the fever pitch surrounding inflation - or lack there of. To normalize the two, we also added a ratio chart that depicts the narrative we had described in which the equity markets (EEM) that are predominantly derived from the commodity story have led the currency and commodities sectors themselves this time around. While roughly half as deep as the 2008/2009 deflationary scare, the composite picture for us points towards a rejuvenation of inflation expectations - via commodities - in 2014.

Despite starting to feel like Rob Ford at yet another press conference, we still like idea that the precious metals sector will begin to (full)fill the reflationary shoes we had expected them to run in.

2009 TIPS versus 2013 TIPS
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2009 EEM:TIPS versus 2013 GLD:TIPS
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2009 Emerging Market Equities (EEM) 2013 Gold (GLD)
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2009 GOLD (GLD) 2013 Emerging Market Equities (EEM)
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2009 Australian Dollar versus 2013 SILVER (SLV)
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2009 SILVER versus 2013 Australian Dollar
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2013 SILVER (SLV) versus 1992 NIKKEI
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SUX:GOLD GSPBK:SPX
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SPX:S&P 500 Bank Index (BSPBK) versus GOLD:XAU
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GDX:GLD 2011-2013 versus XLF:SPY 2010-2011
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C 2011 versus GG 2013
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BAC 2011 versus NEM 2013
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2011 BKX versus 2013 GDX
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PCE (CORE) versus XAU Gold & Silver INDEX
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Core PCE versus GOLD
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  • All stock chart data originally sourced and courtesy of www.stockcharts.com
  • Subsequent overlays and renderings completed by Market Anthropology

 

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