An Alternative Way to Think About Silver
Given today’s post and numerous discussions we’ve had on the site about gold and the potential that it’s run isn’t over and that it might be coiling for another move higher, I figured we’d try to apply the same logic…...
Nikkei in the Early Stages of a New Secular Bull Market?
I’ll let the economists debate why or why not Japanese stocks should or should not go up. All I know is that I feel that there is a reasonably compelling price-based justification for viewing the Nikkei’s nearly quarter-century secular bear…...
The Conundrum that is Gold (To Bubble or Not to Bubble?)
Let’s continue to beat a dead horse. Is gold a bubble? If so, did the bubble run end in September 2011 when gold peaked around ~$1,900? We know that thus far, if gold was a bubble and the run ended…...
AAPL Analog Update
On 1/26 we said the following about AAPL: “In concluding, I want us to be buyers of AAPL. I would consider a small position now (analog suggests a low in this area) and a much larger position if and when…...
Equity Analog Update
Figured I would simply dump and update all the various equity analog sets we’ve been using for the past 6-9 months in one post so that collectively, they could paint a broad picture of the macro landscape. 4th & 5th…...
Dow Going to 17K Before 2013 is Up?
Look at the analog below. The black line is the Dow, 2012-2013YTD. We refrain from revealing what the red line is and why it makes sense to compare it to the black one. However, do they get more compelling than…
Are Solar Stocks Intrinsically Cheap?
Very simple post here. The analog below shows the path the Guggenheim Solar ETF (TAN) has taken off its highs in 2008 and compares it to the path the average and worst bubbles have taken off their respective highs through…...
Fresh Thoughts on Gold
We’ve done a lot of work on gold on the site over the past six months in various posts trying to determine two important things: 1) Was/is gold a “bubble”? and 2) If the answer to #1 above is “yes”,…...
Equity Analog Update
1987 vs. 2011 Crash Lows “Volatility” Analog 4th & 5th Consecutive Annual Gain Analog (including 1928) 4th & 5th Consecutive Annual Gain Analog (only 1988-1989 vs. 2012-2013)...
Silver Highlights
This post updates our last post on silver from January 11th right here. In that post we said two important things: 1) “…it (silver) will peak out a dollar above current levels on a weekly closing basis at ~$32 (potentially more…...