Noteworthy

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Noteworthy    Nickel Shortage Propels Philippines Mining Boom: Southeast Asia  Bloomberg, December 22, 2014 9:01 AM  See More
Noteworthy
POSTED ON December 21, 2014 BY CEO Technician

Gold enters the final ten days of 2014 in a very interesting, and far from clear, position. Some observations in no particular order: Gold in US dollar terms is down slightly less than 1% year to date while it has actually had a very good year when priced in other currencies There is a great deal… Continue Reading

POSTED ON December 18, 2014 BY CEO Technician

Looking over several investor presentations from some of the senior gold producers I came across two interesting slides which both relate to the idea of peak global gold production. The first slide, from Newmont Mining, shows global gold mine supply at a key turning point with supply falling in 2015: This slide shows a roughly… Continue Reading

POSTED ON December 17, 2014 BY CEO Technician

Over the weekend we pointed out this would be a crucial week for markets. This week’s volatility hasn’t really cleared anything up although there are some notable observations to be made after today’s trading session: Equities found support at an area of previous resistance and a key Fibonacci level Today’s large rally in interest rates is… Continue Reading

POSTED ON December 17, 2014 BY Tommy Humphreys

A prospect generator is a mineral exploration company that identifies drill targets and finds partners to pay for the drilling. By farming out the projects, they reduce their risk, and often keep a piece of the upside. This is considered a more sustainable junior mining business model than pure grassroots exploration in a concentrated vehicle.… Continue Reading

POSTED ON December 16, 2014 BY CEO Technician

The big news across financial markets this morning is the huge sell-off in the Russian ruble overnight. The Ruble was trading below 60 vs. the US dollar early Monday morning and surged to over 80 rubles to the dollar overnight – there are even reports of currency brokers asking 100 rubles for a greenback on the streets… Continue Reading

POSTED ON December 15, 2014 BY CEO Technician

The 5-year break-even inflation rate fell below 1.2% for the first time since the summer of 2010: This level of inflation expectations is certainly testing the lower bound of the FED’s comfort zone. In fact the last time that the 5-year break-even fell below 1.2% the FED began floating the idea of QE2 and former… Continue Reading

POSTED ON December 12, 2014 BY CEO Technician

The massive decline in the price of crude oil turns out to be a significant net positive for multinational miners. Not only are the lower oil costs are a huge positive on the costs side, but the resulting currency moves (big drops in AUD/USD and CAD/USD) also turn out to benefit miners whose revenue comes… Continue Reading

POSTED ON December 11, 2014 BY CEO Technician

What would you say if I told you that gold is up on the year?  Yes that’s right, despite all the doom & gloom surrounding gold and the seemingly incessant bearish media coverage the yellow metal is actually up on the year – gold ended 2013 at $1204.80/oz and is now trading a little more than… Continue Reading

POSTED ON December 09, 2014 BY CEO Technician

Renowned portfolio manager Jeffrey Gundlach of DoubleLine Funds gave his latest presentation on the state of the market this afternoon. Here are the key takeaways: Economist forecasts are always too optimistic with regard to growth and inflation Oil could continue falling in yet another sign that global economic growth is weak Bond yields have more risk… Continue Reading

POSTED ON December 07, 2014 BY CEO Technician

In the financial blogosphere, the cream rises to the top. JC Parets, Founder and President of Eagle Bay Capital, LLC, is one of the clearest voices on Wall Street today. As author of the popular technical analysis blog, All Star Charts, Parets, 30, has established a significant following (You may know him from CNBC and other frequent media appearances). We… Continue Reading

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