For now, here are our thoughts on our open positions…
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Jim and Byron recently returned from a set of investment and technical conferences in Vancouver. Their goal was to learn what’s going on in the world. Byron shares his takeaways from the conference.
The combination of a weaker dollar and Fed ease is perfect for gold. Since gold has held its own in an adverse environment, it should soar in a favorable environment. Look for $1,300 gold by late summer or early fall. For now, here are our thoughts for each of our open positions.
Gold finished the first two trading weeks in September with one of its best runs in a long time. It’s also one of the best-performing assets of 2017 so far. Jim digs deeper into the fundamental and technical indicators that will drive precious metals in the months ahead. Then Bryon runs down the open portfolio, sharing his field notes from his latest trip to a remote mining project.
When looking at the value of precious metals, low supply and high demand is always a good recipe for prices rising. As Byron explains, palladium has been rising steadily the last three years with more room to run. He gives you three ways to play what could be the metal of the year in 2019.
Byron spent much of last week attending and speaking at the 2016 New Orleans Investment Conference. He was able to meet with quite a few of the management teams of the companies in our portfolio. Based on those conversations, here are our thoughts on our open positions…
Right now, markets are complacent, sleepwalking over a cliff. One day soon the markets will wake up to reality. On that day the price action in gold will be violent. You'll wish you had bought your gold the day before, but by then it will be too late. For now, here are our latest thoughts on our open positions.
