Erik Swarts

Contributor since: 04 Apr 2011

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• A Closer Look at Gold and Silver

  Published 27 November 2013 | viewed 0 times

  Larger Image During the final blow-off stage for silver in April of 2011, we caught our fair share of criticism and rebuke for pointing out…

• Meridian Market Insights

  Published 22 November 2013 | viewed 0 times

  The S&P 500 traded sideways this week and currently resides ~ 200 points above the Meridian. The market continues to follow the 1995 breakout trajectory…

• Connecting the Dots

  Published 21 November 2013 | viewed 0 times

  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…

• The $64,000 Question

  Published 03 November 2013 | viewed 0 times

  Among the better ways to get a quick 30,000 ft macro snapshot of the institutional footprint in the market is the monthly Bank of America…

• Trapped

  Published 22 October 2013 | viewed 0 times

  Between the breakdowns in the US dollar and 10 year yields, precious metals have trapped the Johnny-come-lately and dogmatic bears and are surging higher this…

• Cliff Notes

  Published 14 October 2013 | viewed 0 times

  It's very easy to get lost in the minutia of monetary policy and have a semantic, or worst - academic debate on how it affects…

• Shaken, Not Stirred

  Published 01 October 2013 | viewed 0 times

  Across the short-term we are admittedly frustrated with the scenic route lower, but remain bullish for the fourth quarter in the precious metals sector. Despite…

• A Patriots Path

  Published 27 September 2013 | viewed 0 times

  The good news this morning is the country doesn't appear to be suffering the effects of Stockholm syndrome. Whew. The bad news, however - is…

• Quantitative Cocktails

  Published 27 September 2013 | viewed 0 times

  Around the edges - our research has taken on greater binary implications with respect to future risk appetites in the markets. What we mean by…

• Fear - of a Higher Power

  Published 26 September 2013 | viewed 0 times

  While we often rode on the short side of the precious metals train over the past few years, we always kept a close eye on…

• Irrational Survival

  Published 19 September 2013 | viewed 0 times

  With one tiny omission to their script - the Fed shot the gorilla in the room, broke the dollar's back and gave credence to our…

• What's Up With Gold?

  Published 13 September 2013 | viewed 0 times

  It's hard to know exactly what you're looking at - when it's sitting right smack in front of you. There's a complexity up close that…

• Terra Firma

  Published 12 September 2013 | viewed 0 times

  Larger Image Back in the beginning of summer (see Here) we speculated that the sentiment scales had tipped in favor of taking up a contrarian…

• Apple Cider

  Published 11 September 2013 | viewed 0 times

  Apple's short-term precarious structure found a near-term catalyst yesterday as Tim Cook unveiled the latest iPhone device to overstretched sentiment and momentum. We will be…

• Dancing with Gorillas and the Yin and Yang of Yields

  Published 05 September 2013 | viewed 0 times

  Larger Image As yields continue to move with all the grace and gentility of your average 800-pound gorilla, we thought we'd revisit our Pole Reversal…

• Connecting the Dots - 09/02/2013

  Published 02 September 2013 | viewed 0 times

  The long and short of things: Performance trends continued to shift last month. The baton was passed in the equity markets in August with the…

• I'm A Geologist at Heart

  Published 24 August 2013 | viewed 0 times

  A journalist asked me recently about my background and the conversation sparked some reflection of why I approach markets the way I do and how…

• The Silver Linings Playbook

  Published 17 August 2013 | viewed 0 times

  Outsized gains were found in silver and gold this week. By most measures the precious metals sector is firing on all cylinders and continues to…

• A Change in Character

  Published 09 August 2013 | viewed 0 times

  Despite an air pocket earlier in the week, conditions in the precious metals sector continue to improve. Most notably, silver has taken the baton and…

• 10 Year Yields and Gold

  Published 04 August 2013 | viewed 0 times

  We continue to keep a close eye on the 2004 interest rate comparative, which describes the last time the Fed transitioned the markets from peak…