Tag Archive: Chart Update

The Forking Paradise – Precious Metals Supply and Demand Report

2017-09-06

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2017-09-06

Gold & Silver Prices
Keith Weiner's weekly look on Gold. Gold and silver prices, Gold-Silver Price Ratio, Gold basis and co-basis and the dollar price, Silver basis and co-basis and the dollar price.

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Hidden Forces of Economics

2017-08-31

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2017-08-31

J.M. Keynes
We have noticed a proliferation of pundits, newsletter hawkers, and even mainstream market analysts focusing on one aspect of the bitcoin market. Big money, institutional money, public markets money, is soon to flood into bitcoin. Or so they say.

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Precious Metals Supply-Demand Report

2017-08-29

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2017-08-29

Kuro Yellen Dragh
Keith Weiner's weekly look on Gold. Gold and silver prices, Gold-Silver Price Ratio, Gold basis and co-basis and the dollar price, Silver basis and co-basis and the dollar price.

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Bad Ideas About Money and Bitcoin

2017-08-24

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2017-08-24

Gold-Silver Price Ratio, 1800-1914
How We Got Used to Fiat Money Most false or irrational ideas about money are not new. For example, take the idea that government can just fix the price of one monetary asset against another. Some people think that we can have a gold standard by such a decree today. This idea goes back at least as far as the Coinage Act of 1792, when the government fixed 371.25 grains of silver to the same value as 24.75 grains of gold, or a ratio of 15 to 1.

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Precious Metals Supply and Demand Report

2017-08-23

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2017-08-23

Gold and Silver Price
Keith Weiner's weekly look on Gold. Gold and silver prices, Gold-Silver Price Ratio, Gold basis and co-basis and the dollar price, Silver basis and co-basis and the dollar price.

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Why There Will Be No 11th Hour Debt Ceiling Deal

2017-08-22

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2017-08-22

United States Consumer Debt
A new milestone on the American populaces’ collective pursuit of insolvency was reached this week. According to a report published on Tuesday by the Federal Reserve Bank of New York, total U.S. household debt jumped to a new record high of $12.84 trillion during the second quarter. This included an increase of $552 billion from a year ago.

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Bitcoin Has No Yield, but Gold Does – Precious Metals Supply and Demand Report

2017-08-17

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2017-08-17

Gold and Silver Price
Keith Weiner's weekly look on Gold. Gold and silver prices, Gold-Silver Price Ratio, Gold basis and co-basis and the dollar price, Silver basis and co-basis and the dollar price.

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Bitcoin Forked – Precious Metals Supply and Demand Report

2017-08-08

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2017-08-08

Gold and silver prices
Keith Weiner’s weekly look on Gold. Gold and silver prices, Gold-Silver Price Ratio, Gold basis and co-basis and the dollar price, Silver basis and co-basis and the dollar price.

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Bitcoin, Gold and Silver

2017-08-01

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2017-08-01

Banksy’s “Keep it Spotless”
Keith Weiner's weekly look on Gold. Gold and silver prices, Gold-Silver Price Ratio, Gold basis and co-basis and the dollar price, Silver basis and co-basis and the dollar price.

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Stockholm Syndrome – Precious Metals Supply and Demand

2017-07-18

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2017-07-18

Charles Ponzi
Stockholm Syndrome is defined as “…a condition that causes hostages to develop a psychological alliance with their captors as a survival strategy during captivity.” While observers would expect kidnapping victims to fear and loathe the gang who imprison and threaten them, the reality is that some don’t.

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How Dumb Is the Fed?

2017-07-15

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2017-07-15

Crash
Bent and Distorted. POITOU, FRANCE – This morning, we are wondering: How dumb is the Fed? The question was prompted by this comment by former Fed insider Chris Whalen at The Institutional Risk Analyst blog.

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What Is the Fundamental Gold Price? Precious Metals Supply and Demand [extended version]

2017-06-27

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2017-06-27

US Gold Price vs Gold Fundatamentals
Keith Weiner’s weekly look on Gold. Gold and silver prices, Gold-Silver Price Ratio, Gold basis and co-basis and the dollar price, Silver basis and co-basis and the dollar price.

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The Anatomy of Brown’s Gold Bottom – Precious Metals Supply and Demand

2017-06-13

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2017-06-13

Keith Weiner's weekly look on Gold. Gold and silver prices, Gold-Silver Price Ratio, Gold basis and co-basis and the dollar price, Silver basis and co-basis and the dollar price.

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The Gold Conundrum

2017-06-02

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2017-06-02

The deepest spot on earth
We recently (on Thursday last week to be precise) put together a few gold-related charts based on the “keep it simple” principle. The annual Incrementum “In Gold We Trust” report is going to be published shortly and contains a quite thorough technical analysis section, so we will keep this brief and just discuss a few things that have caught our eye.

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Moving Closer to the Precipice

2017-05-27

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2017-05-27

The decline in the growth rate of the broad US money supply measure TMS-2 that started last November continues, but the momentum of the decline has slowed last month (TMS = “true money supply”). The data were recently updated to the end of April, as of which the year-on-year growth rate of TMS-2 is clocking in at 6.05%, a slight decrease from the 6.12% growth rate recorded at the end of March.

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“Sell in May”: Good Advice – But Is There a Better Way?

2017-05-21

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2017-05-21

right time
If you “sell in May and go away”, you are definitely on the right side of the trend from a statistical perspective: While gains were achieved in the summer months in three of the eleven largest stock markets in the world, they amounted to less than one percent on average. In six countries stocks even exhibited losses!

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Rising Oil Prices Don’t Cause Inflation

2017-05-17

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2017-05-17

Gusher
A very good visual correlation between the yearly percentage change in the consumer price index (CPI) and the yearly percentage change in the price of oil seems to provide support to the popular thinking that future changes in price inflation in the US are likely to be set by the yearly growth rate in the price of oil (see first chart below).

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A Cloud Hangs Over the Oil Sector

2017-05-14

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2017-05-14

Oil Barels
As we noted in a recent corporate debt update on occasion of the troubles Neiman-Marcus finds itself in (see “Cracks in Ponzi Finance Land”), problems are set to emerge among high-yield borrowers in the US retail sector this year. This happens just as similar problems among low-rated borrowers in the oil sector were mitigated by the rally in oil prices since early 2016.

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The Triumph of Hope over Experience

2017-05-12

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2017-05-12

Voodoo Central Planning
On Wednesday the socialist central planning agency that has bedeviled the market economy for more than a century held one of its regular meetings. Thereafter it informed us about its reading of the bird entrails via statement (one could call this a verbose form of groping in the dark).

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“Sell in May and Go Away” – in 9 out of 11 Countries it Makes Sense to Do So

2017-05-10

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2017-05-10

Sell In May
An Old Seasonal Truism Most people are probably aware of the saying “sell in May and go away”. This popular seasonal Wall Street truism implies that the market’s performance is far worse in the six summer months than in the six winter months.

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