Tag: silver

What Experts Predict for the New Silver Bull Market

Posted on by admin

By the reckoning of market watchers, the silver bull has arrived. The Gold Report takes a look at what some of the experts predict for the silver price going forward and for companies poised to benefit from the upswing.

Stack of Silver Coins

The Outlook
Like gold, the price of silver has surged following Britain's vote to leave the European Union, with investors purchasing the "safe haven" metals to protect wealth in the event other markets falter. According to an article published on July 19 on INN Daily, the silver price has gone up more than 43% year-to-date, "leap-frogging ahead of gold post-Brexit."

"Southern Silver Exploration Corp. will be a big winner."

Frank Holmes of U.S. Global Investors, in a July 11 post, notes that silver tops his "Periodic Table of Commodity Returns" for the first half of 2016. "Silver demand had a phenomenal 2015, with retail investment and jewelry fabrication both reaching all-time highs," Holmes wrote. Add to that an increase in demand for silver for photovoltaics, and now Brexit, and the first half of the year has "has been highly constructive. . ." Holmes notes that some experts believe the silver price will reach between $25 and $32 per ounce by year-end. The metal currently trades for ~$19.90/ounce. Continue reading "What Experts Predict for the New Silver Bull Market" →

GLD vs. SLV: Investors Favor Less Successful Gold

Posted on by Aibek Burabayev

Aibek Burabayev - INO.com Contributor - Metals


Today I would like to share with you an analysis of precious metals ETFs. The goal of the study is to identify the correlation of price moves in both gold and silver with the demand for their ETF shares, represented by an appropriate precious metals holdings change. Below the chart you will read some interesting findings.

Chart 1. Gold, Silver and ETFs (Q/Q percent change): Silver Rises Without ETF Support

Gold, Silver and ETFs (Q/Q percent change): Silver Rises Without ETF Support
Chart by Aibek Burabayev, data source: spdrgoldshares.com; ishares.com

In the first quarter of the last year, we can see that investors were betting on a bottoming gold price with a 4% rise in SPDR Gold Trust (PACF:GLD) holdings despite the 1% fall in price. It’s interesting that at the same period, investors, on the contrary, cut their silver ETF holdings despite the rising silver price; it looks like they used the ‘sell silver on spike’ approach to gain on metals correlation. It’s amazing! But they were right shorting silver as it fell in three consecutive periods exceeding gold’s losing streak. Continue reading "GLD vs. SLV: Investors Favor Less Successful Gold" →

It Feels Like Inflation

Posted on by The INO.com Team

By: Gary Tanashian of Biiwii.com

Last night’s post on the US stock market ended as follows:

“As far as the Fed and its puny rate hikes are concerned, that is irrelevant.  This market is flipping them the bird.  Markets can rise a long way before a rate hike regime finally kills them.  It feels like inflation folks.”

This prompted a question from an NFTRH subscriber about what markets would benefit, and in what differing ways would they benefit if an inflationary phase comes to dominate?  That is a far reaching question and a difficult one as well, because inflation’s effects have a way of being unpredictable (how many would have answered ‘US stock market’ in the spring of 2011 to the question “where will the post-crisis inflation to date manifest on this cycle”?).

Last weekend, in an NFTRH 396 excerpt we talked about Applied Materials stellar quarterly report and what it might mean for the economy, the Fed, the gold sector and most of all the idea of an inflationary backdrop becoming more readily apparent (2003-2007 Greenspan style). Continue reading "It Feels Like Inflation" →

Pro-Inflation? Anti-USD?

Posted on by The INO.com Team

By: Gary Tanashian of Biiwii.com

This is the opening segment from the May 15 edition of Notes From the Rabbit Hole, NFTRH 395.  I am releasing it for public viewing because it seems, the title’s question has come roaring to the forefront this week.  So the information (including the charts) is slightly dated, but becoming intensely relevant as of now.

We anticipated an ‘inflation trade’ or Anti-USD asset market bounce and this has been going on since mid-February. That was when silver wrestled leadership from the first mover, gold (which bottomed in December and turned up in January), and a whole host of other global asset markets began to rise persistently.

gold.spx.crb.silver.eem

So why again did the US stock market react negatively to good economic data on Friday? Continue reading "Pro-Inflation? Anti-USD?" →

Gold And Silver Companies With The Potential To Move The Needle

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The two times mining companies add the most value are upon first discovery and when they are nearing development and production. Joe Reagor of ROTH Capital Partners focuses on the latter group, and in this interview with The Gold Report, he discusses a handful of gold and silver companies poised to move up the value curve even if gold and silver don't go up.

Gold Six-Month Chart

The Gold Report: What's your macro outlook for gold?

Joe Reagor: International debt concerns are going to drive gold this year into next year, in our view. A number of countries with mounting debt loads can't continue to pay the interest portion of their debt, let alone ever pay it back. Total world debt continues to increase year after year. If the solution is for everybody to print the money that they need to pay everybody else back with, that's going to be a massive inflationary event, which would bode well for gold.

TGR: Silver has been up dramatically vis-a-vis gold. Do you expect that trend to continue? Continue reading "Gold And Silver Companies With The Potential To Move The Needle" →