Category Archives: Gold

Is Gold About to Get a Monetary Blast (Off)?

Posted on January 22, 2012 by macromon

Watch gold as it pushes up against the downtrend line.  Any hints from the Fed of QE3 could send it “to the Moon, Alice!”  The Fed rejoining the party and the LTRO2 coming next month could be an explosive mix. … Continue reading →

Posted in Gold | Tagged , , | 6 Comments

The Race to Debase

Posted on January 16, 2012 by macromon

Wow!  Nice catch up by the ECB.   Don’t you get the feeling more QE3 talk from from the FED confirmed by dollar stabilization — i.e., non-strength — will ignite gold like a bottle rocket? (click here if chart is … Continue reading →

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Gold and Commodities Slammed

Posted on December 14, 2011 by macromon

Gold and other commodities got hammered.  It hasn’t been two weeks since we thought gold could move to new highs on the back of the announcement of coordinated global central bank support for Europe, which we believed would be followed … Continue reading →

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It’s Beginning to Look A Lot Like…1971 [updated]

Posted on December 4, 2011 by macromon

The Global Macro Monitor posted several pieces earlier in the year about the Presidential Stock Cycle.  See here, here, and here.   The third year of a first term President is the strongest year in the cycle.  The table illustrates … Continue reading →

Posted in Equities, Gold, Politics | Tagged , , , , , , | 1 Comment

Is this Gold’s Moment?

Posted on November 30, 2011 by macromon

China’s move on reserve requirement and the global central bank liquidity facility should give a power boost to gold, in our opinion.  This really smells like the global Cen Banks are going all, and we mean ALL IN.  In fact, … Continue reading →

Posted in Black Swan Watch, Gold, Sovereign Risk, State and Local Government | Tagged , , | 2 Comments

Hours of Work Needed to Buy An Ounce of Gold

Posted on November 16, 2011 by macromon

More great work from our friends at The Chart Store.  It now takes over 88 hours of work at the average hourly wage to buy an ounce of gold.   What an incredible increase in the relative price of gold and … Continue reading →

Posted in Black Swan Watch, Gold | Tagged , | 2 Comments

Is Iran About to Get Hot?

Posted on November 5, 2011 by macromon

Here is something brewing off radar.  We’re wondering if this is a factor as to why crude is bid and gold is coming back?    Debka wrote last week, The inference was clear: The Israeli Air Force was strengthening its cooperation … Continue reading →

Posted in Black Swan Watch, Crude Oil, Geopolitical, Gold | Tagged , , | 6 Comments

Gold Breaks Out – Print Away!

Posted on October 25, 2011 by macromon

Gold is up big today and trading like the monetary printing presses are ready to kick into overdrive.    We believe the recent Fed speak about QE3, possible BofJ intervention to weaken the yen, and  growing expectations that tomorrow’s announcement by … Continue reading →

Posted in Commodities, Gold | Tagged , , | 3 Comments

Gold Dispensing ATMs Arrive in China

Posted on October 1, 2011 by macromon

Here’s something the Chinese can celebrate on their National Day, the celebration of the 62nd year of the communist party’s rise to power.  These machines are made in Germany and  illustrate the growing influence of China as a destination of … Continue reading →

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Apple Closes Over $400

Posted on September 16, 2011 by macromon

Apple closed over $400 for only the second time in history.   The current market rally seems to be getting narrower and narrower with the large cap techs, such as Apple,  leading the way.  The stock, in our opinion, has the … Continue reading →

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