Category: Weekend Newsletters

WEEKEND NEWSLETTER MARCH 11, 2023 (SVB FAILURE)

Sat, 11 Mar 2023

    Silicon Valley Bank (SVB) collapsed after experiencing an old-fashioned bank run.  It started Wednesday when the bank tried to raise $2.25 billion in equity to shore up its balance sheet. Customers panicked and withdrew a staggering $42 billion – making them insolvent.  The FDIC took over operations Friday, and SVB became the second-largest […]

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WEEKEND NEWSLETTER JANUARY 8, 2022 (BIG PICTURE REVIEW)

Sun, 8 Jan 2023

    At the beginning of the year, I like to review my 10-year strategy. I believe the 2020s will be great for commodities and not so good for the stock market.     Best Performing Assets Each decade has its investment theme and a best-performing asset. The asset that did best in the last […]

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WEEKEND FORECAST MAY 8, 2022

Sun, 8 May 2022

  The Federal Reserve hiked rates 50 basis points on Wednesday, raising the Fed funds to 0.75% and 1.00%.   Powell took the potential for a 0.75% hike off the table and implied back-to-back 0.50% hikes in June and July. Markets reacted higher initially but rolled over quickly on Thursday and into Friday.  There is a […]

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WEEKEND GOLD FORECAST FEBRUARY 21, 2021

Sun, 21 Feb 2021

  The gold cycle indicator finished the week at 11. It dipped briefly to zero on Friday when gold reached $1759, but prices recovered before the US open. Consequently, we never reached an official zero reading during normal trading hours.    In this week’s newsletter, I’ll cover the Fed, Interest Rates, and Asset Bubbles briefly.  […]

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WEEKEND GOLD FORECAST JANUARY 31, 2021

Sun, 31 Jan 2021

  An epic battle between institutional and retail investors is unfolding in the shares of GameStop (GME). Prices finish the week 400% higher and are up over 1600% in January. Robinhood and Reddit advocates are exploiting a massive short position in the stock. The pressure is building and will likely continue into next week. It’s […]

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WEEKEND GOLD FORECAST JANUARY 24, 2021

Sun, 24 Jan 2021

  Gold remains stuck in consolidation/correction mode, and this can be frustrating to some investors. At times like this, it is crucial to remain focused on the long-term goal. Our primary forecast still expects a minimum target of $8500, likely by 2028.   The financial crisis that began in 2020 is far from over. It […]

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WEEKEND GOLD FORECAST JANUARY 17, 2021

Sun, 17 Jan 2021

  Much of the stimulus money sent out to Americans has made its way into the stock market. This is creating the divergence we see between “the markets” and the “real economy.” The bubble in stocks could end badly, for some investors. In April 2020, the personal savings rate for Americans spiked to a record […]

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WEEKEND GOLD FORECAST DECEMBER 31, 2020

Thu, 31 Dec 2020

    I’ve grown a little bearish over the near-term, given the excessive bullishness I see in options buying and retail trading. High flyers like Tesla and Bitcoin are not driven by fundamentals, but by speculation and excess liquidity. This extreme risk-taking leaves the markets vulnerable to a sharp correction, in my opinion. It seems […]

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WEEKEND GOLD FORECAST NOVEMBER 22, 2020

Sun, 22 Nov 2020

  Gold prices are rolling over, and I see the potential for a bearish breakdown as soon as next week.  If gold breaks below $1850 sooner than later, that could open the door for an extended correction into December.  Overall, precious metals are in structural bull markets, and sharp pullbacks are considered long-term buying opportunities. […]

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WEEKEND GOLD FORECAST NOVEMBER 15, 2020

Sun, 15 Nov 2020

  There is a significant uptick in coronavirus cases, and lockdowns are resuming. The likelihood of a double-dip recession is increasing, and we could see another sharp selloff in stocks. The 1980 pattern in the Dow is very similar to what’s transpiring now. If the stock market peaks next week like it did in 1980, […]

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