Markets

Nov 01, 2002 at 00:00

The actual range of lows for gold predominates in the October-April period so it is possible that our final low in gold occurs somewhere in that period as opposed to…

Aug 01, 2002 at 00:00

With bearish headlines abounding, the volatility index (VIX) hitting levels not seen since the September 21, 2001 lows and indices hitting some longer term targets it should have come as…

Jul 25, 2003 at 00:00

The bond-dollar relationship is one of the most important inter-market relationships 'on the go' at the moment and (we think) contains some important clues regarding what to expect from the…

Jul 18, 2003 at 00:00

When it comes to money-supply growth there are two very popular views today that make no sense. The first is that the Fed isn't doing enough to stimulate money-supply growth…

Jul 14, 2003 at 00:00

For the reasons laid out in detail in many commentaries over the past 3 years, we are confident that the gold price is headed MUCH higher and that the major…

Jun 30, 2003 at 00:00

Determining gold's long-term trend involves analysing the things that affect the investment demand for gold. When the conditions are in place for a revival of investment demand or for a…

Jun 21, 2003 at 00:00

The current debate between stock-market bulls, bears, and innocent bystanders, revolves around the following question: Is this a rally in an on-going bear market or a new bull market? Or,…

Jun 16, 2003 at 00:00

The chorus calling for the Fed to facilitate higher money-supply growth has become deafening. Jude Wanniski and Larry Kudlow have been long-term members of this chorus, while gold market commentator…

Jun 08, 2003 at 00:00

First, although the S&P500's bear market began during the first quarter of 2000 the HUI/S&P500 ratio didn't turn higher until the final quarter of 2000. The reason this happened is…

May 30, 2003 at 00:00

We are in partial agreement with Shostak's argument because a trade deficit can be thought of as an effect of a mismatch in purchasing power. In other words, if goods…