Gold Miner Secular Bull Thesis Update: Major Upside Yet to Come

Gold Miner Secular Bull Thesis Update: Major Upside Yet to Come

I haven’t written about gold miners since Mar-2019.  I also haven’t updated a post from Oct-2018 that attempted to frame how a gold miners bull market might look if their low in that period was “structural” in nature. In that…...

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Massive Decline in Commodities vs. U.S. Equities Since 2008 Remains a Key Big-Picture Paradigm

Massive Decline in Commodities vs. U.S. Equities Since 2008 Remains a Key Big-Picture Paradigm

Depending on which index you use – SPX vs. DJI – commodities have fallen ~84%-87% vs. stocks since peaking in 2008, just as west-Texas crude touched ~$150 a barrel. I have discussed this reality repeatedly on the site over the…...

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