Sep 25th, 2008 |
By Ed Bugos |
Category: Commodities
There are an unusually large number of bears roaming our neighborhood this fall, and I am not talking about stocks or commodities.
I know of two actual bear attacks since July — I guess that is not all that surprising in the Pacific Northwest. Just last week, my neighbor surprised one ...
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Tags: dips and corrections, gold bear market
Posted in Commodities |
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Jul 18th, 2008 |
By Ed Bugos |
Category: Commodities, Investing Strategies
Grading a junior is an important process where many analysts fall short. Grading juniors is much different than grading a major gold producer — that’s why I came up with a set of concepts that I always look for in my junior recommendations.
In grading a junior miner I have five ...
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Tags: Capital structure of junior miner, Management assessment of Junior miner, Risk Versus Reward of Junior Miner, Share structure of Junior miner, Valuation of junior miner
Posted in Commodities, Investing Strategies |
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Jun 20th, 2008 |
By Ed Bugos |
Category: Commodities
This deal is a must-own for your portfolio…
But before I tell you what it is, I want to give you a sense of how big this really is: It’s exactly like being there for the birth of the offshore oil and gas industry.
This industry, born of the 1970s energy crisis, ...
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Tags: offshore mineral mining, Offshore mining investments, offshore oil drilling
Posted in Commodities |
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May 27th, 2008 |
By Ed Bugos |
Category: Commodities, Investing Strategies
Gold could be ready to end the summer doldrums even before summer begins. The most relevant area of resistance in the way of this outlook is the 30-point range between $890 and $920. If gold can break through and find support at these values it will be poised to rise ...
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Tags: buy junior miners, gold money market, Junior precious metals
Posted in Commodities, Investing Strategies |
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Apr 25th, 2008 |
By Ed Bugos |
Category: Macroeconomics
The Bureau of Labor Statistics (BLS) reported another sharp increase in producer prices during March. Finished goods were up 1.1% and intermediate-level goods rose 2.3%, pushing the year-over-year rates to 6.9% and 10.6%, respectively, in the month of March — the biggest yearly increases in this price indicator since 1981.
U.S. ...
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Tags: consumer cost inflation, finanancial market recession
Posted in Macroeconomics |
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Apr 4th, 2008 |
By Ed Bugos |
Category: Commodities, Macroeconomics
When I look at the policies that central banks are adopting today, everywhere, I see an inflationary epidemic that is feeding on itself and confirming the bull market in gold. In the U.S. — arguably, an epicenter of the modern global monetary system — I see a central bank whose ...
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Tags: Deflating gold., Fed Disinflation
Posted in Commodities, Macroeconomics |
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Mar 27th, 2008 |
By Ed Bugos |
Category: Investing Strategies, Options
So you own a portfolio of gold stocks and you’re worried about losing some of your gains to the return of a bear market on Wall Street, or a correction in oil prices, or a temporary bounce in the U.S. dollar.
You tell yourself that these things are not fundamentally bearish ...
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Tags: gold stocks bear market, gold stocks bull market
Posted in Investing Strategies, Options |
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Mar 19th, 2008 |
By Ed Bugos |
Category: Commodities, Investing Strategies
Remember that old Wall Street maxim, “Don’t fight the trend”?
Now remember another one: “Don’t fight the Fed.”
Well, what happens when the Fed fights the trend, as it has been recently?
Which axiom to believe?
Historically, the Fed loses that fight until the trend is ready to turn back around. Admittedly, the central ...
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Tags: gold bull market, gold prices trend, hidden gold shares
Posted in Commodities, Investing Strategies |
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Mar 12th, 2008 |
By Ed Bugos |
Category: Commodities, International
South Africa’s gold and platinum deposits are among the largest and richest in the world. But you’d never know it from watching the lackluster price action of most South African gold stocks. In general, these stocks have lagged far behind their North American counterparts. But there’s good reason to believe ...
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Tags: South Africa gold, South African mining industry, South African mining stocks
Posted in Commodities, International |
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Feb 4th, 2008 |
By Ed Bugos |
Category: Commodities, Macroeconomics
A historic milestone is nearby…
In December, the gold price raced off to record highs for the first time in almost three decades. Now it looks to be closing in on 1,000 U.S. bucks. That is, four digits. It will also be four times the 1999 low.
The market has added dollars ...
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Tags: Fed inflation, gold bull market, lowered interest rates
Posted in Commodities, Macroeconomics |
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