Tag Archive: commodities

Weekly Market Pulse: Monetary Policy Is Hard

So, is that it? Have rates peaked? Is the long bear market finally over?  The market decided last week that interest rates have peaked for this cycle. And if rates have peaked then all the assets that have been pressured over the last two years can finally come up for air. Since October 18, 2021, over two years ago, investors have had few places to hide. Of the major asset classes we follow closely, only two – gold and commodities – were higher by...

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Gold Hits New All Time Highs

The big news in gold is two-fold right now; gold hit new all-time highs in several currencies and central bank demand for physical gold remains strong hitting a year-to date record in Q3 this year. 

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Weekly Market Pulse: Look Up In The Sky! It’s A UFO! Or Not!

As I sit here writing this Sunday afternoon, the US has just shot down a third UFO in the last 3 days in addition to the Chinese “weather” balloon last week. I have no insight into what these things might be but I do wonder if we haven’t declared war on the National Weather Service. The federal government has become so sprawling that it could easily be the case that NORAD has no idea what the NWS has up in the air.

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Weekly Market Pulse: Happy Days Are Here Again!

Your cares and troubles are gone There’ll be no more from now on! Happy days are here again! The skies above are clear again Let us sing a song of cheer again Happy days are here again! Lyrics: Jack Yellen, Music: Milton Ager That’s certainly how it’s felt since the turn of the new year with the NASDAQ up nearly 15%, European stocks continuing to recover, emerging markets anticipating a Chinese recovery and a solid January for the S&P...

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Weekly Market Pulse: First, Kill All The Speculators

The Fed meets this week and is widely expected to raise the Fed Funds rate by 0.25% to a range of 4.5% – 4.75%. The market has factored in a small probability that they do nothing and leave rates alone, but they’ll probably do what’s expected because they’ve spent the last couple of months preparing the markets for exactly this outcome.

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Weekly Market Pulse: A Fatal Conceit

Inflation* in the US is falling rapidly with the CPI rising just 0.9% in the second half of 2022 versus 5.4% in the first six months. Existing home sales are down 14.6% in the last 3 months and 34% over the last year. Housing starts are down 22% and permits are down 30% year-over-year. Orders for durable goods are down 1.2%, exports are down 3.8%, and imports are down 4.3% over the last 3 months.

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Weekly Market Pulse: The Consensus Will Be Wrong

What’s your outlook for this year? I’ve heard that question repeatedly over the last month and if you’re reading this hoping I’ll let you have a peak at my crystal ball, you’re going to be disappointed. Because I don’t have a crystal ball and neither, I hasten to add, does anyone else in this business.

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Your Wealth Will Save Central Banks!

Today we ask, what is wealth? As we start a new year many will be looking at their portfolios and wondering what 2023 will have in store for them. Similar to 2022, we suspect there will be a lot of unknowns. As with anything unforeseen, it’s a good idea to have some insurance. This is why there were record levels of gold buying last year, and we expect the same in the coming months; because people want to protect their wealth with the...

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Weekly Market Pulse: Happy Holidays

We received a host of economics reports this past week; some good, others not so much. The week started with the Consumer Price Index report coming in better than expected at an increase of just 0.1% from the previous month (7.1% from a year ago), compared with respective estimates of 0.3% and 7.3%.

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Weekly Market Pulse: Envy

Legendary investor and Berkshire Hathaway vice-chair Charles Munger recently stated: “The world is not driven by greed.

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Weekly Market Pulse: Currency Illusion

When we think about the challenges facing an investor today, the big problems, the things we worry about that could cause a lot more harm than some interest rate hikes, are mostly outside the United States. China is prominent this weekend because of demonstrations against their zero COVID policies. The Chinese people appear to be pretty well fed up with the endless lockdowns and have finally decided to try and do something about it. Unfortunately,...

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The Bitcoin is ‘as-good-as-gold’ myth is over

When you invest in gold or buy silver coins with GoldCore you are choosing to invest in an asset that has no counterparty risk. Sadly those who have been holding their bitcoin on the crypto exchange FTX, have not experienced the same level of reassurance and service from the exchange’s management.

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Weekly Market Pulse: Good News, Bad News

One thing I can tell you for certain about last week’s big rally on Thursday and Friday: there were a lot of people who desperately wanted a good excuse to buy stocks. And buy they did after a better-than-expected CPI report Thursday morning, pushing the S&P 500 up nearly 6% on the week with all of that coming on Thursday and Friday.

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[Video] Gold in 2023 Will Be Driven by Real Rates – Mike Singleton

A Fed pivot is to be expected in 2023, according to today’s guest Mike Singleton. Mike is Senior Analyst at Invictus Research and joins us for the first time, here on GoldCore TV.

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SPECIAL REPORT: Follow The Money Series – Dawn Of A New Era

With inflation recently hitting a high not seen since 1981, it is now apparent that the factors that drove the disinflation trend of the last four decades are coming to an end. Globalization and demographics, the two big factors that combined to hold down prices and wages for so long, are reversing, and so too is the downtrend in prices, wages, and interest rates.

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Weekly Market Pulse: Did Powell Just Blink?

Did Jerome Powell blink last Friday? It was just before the market open Friday and interest rates were jumping higher, as they had all week. The 10-year Treasury yield was up to 4.33%, another 11 basis points higher than the previous close and 32 basis points higher than the previous week’s close.

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Market Currents: Fed Confusion

The Federal Reserve seems confused about its role in inflation and unemployment. Alhambra’s Steve Brennan and Joe Calhoun discuss it.

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Weekly Market Pulse: Just A Little Volatility

Markets were rather volatile last week. That’s a wild understatement and what passes for sarcasm in the investment business. Stocks started the week waiting with bated (baited?) breath for the inflation reports of the week. It isn’t surprising that the market is focused firmly on the rear view mirror for clues about the future since Jerome Powell has made it plain that is his plan, goofy as it is.

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Rick Rule – Gold Helps Me Sleep at Night

“The US dollar’s strength isn’t so much a function of the strength of the US economy or US political leadership, but rather, the fact that we’re competing in a horse race against a bunch of other horses that are completely lame.” Rick Rule – Rule Investment Media

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Physical Gold & Why I Hold it – Bubba Horwitz

Founder and CEO Todd Bubba Horwitz joins GoldCore TV’s Dave Russell to discuss the Great Reset, physical gold investment forthcoming stagflation . This is Bubba’s first appearance on GoldCore TV , and we’re delighted to welcome him.

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