Precious Metals
Stay Overweight Gold Plays…
Yesterday, BCA Research's Commodity & Energy Strategy service wrote that it expects palladium prices will move higher on the expanding deficit, and backwardation in the forward curve will persist in incentivizing the release of inventories to market. Yet, global palladium stockpiles…
Highlights Supply constraints and unstoppable demand growth – the result of stricter regulations requiring higher loadings in autocatalysts to treat toxic pollution in automobile-engine emissions – will continue to push palladium’s price higher, despite a near-vertical move higher that began in…
Hunker Down
Hunker Down…
Natural Gas Versus Gold…
Palladium: Bubble Or New Paradigm…
Model Points To Tactical Downside In Gold Prices…
Highlights Collective market signals suggest a low but non-negligible probability of a dollar spike due to the coronavirus. Stay long the yen as a portfolio hedge. Short CHF/JPY bets also make sense. Our limit sell on the gold/silver ratio was triggered at 90. Place a stop at 95, with…
In Gold We Trust
In…
In Gold We Trust
In Gold…