It's Not a Crash...

When prices are still up 45% (SLV) and 26% (GLD) over the past 12 months, I would call it a correction. That's not to say it doesn't...

Gold Prices Can Go Down

FT Alphaville asked if this two day decline in the price of gold was the Kiss of Death for Gold? , while Nouriel Roubini compared the recen...

Gold Model Still Rockin'

Updated version (the charts only) of my October 2010 post On the Value of Gold : I've been a gold bull for a while now (see my post Read...

Breaking Down the GLD / SPY Model

I've been researching and analyzing a number of rotation / momentum strategies of late (details potentially to follow), which is one rea...

Relationship of the Day

I can't take credit for this (saw it in the background on CNBC), but thought the relationship was interesting (it goes back to at least ...

The Impact of QEII

On September 21st, the FOMC signalled a new round of quantitative easing with the following: The Committee will continue to monitor the eco...

The Remarkable Gold Run Continues

Btw- a great post by Kid Dynamite which provides details of how the gold ETF (GLD) works here . Source: USA Gold

Gold over the LONG Run

A follow up from last week's post " A View from the Gold Perspective ", the chart below shows the price of consumer goods / se...

A View from the "Gold Perspective"

A reader of Crossing Wall Street blog responds to Eddy's gold model post (which I looked into here ) and puts everything in terms of g...

On the Value of Gold

I've been a gold bull for a while now (see my post Ready to Ride the Golden Bubble from March 2009), but my rationale was more behavior...

Gold as a Percent of Equities / Fixed Income

Paul Kedrosky's Infectious Greed with the post Gold is Way Under-owned Compared to Other Times When the World Sucked : Thought-provokin...

Gold ETFs Exploding

Commodity Online provides details of the massive flow into gold via ETFs : Investors have been stocking up on gold in the face of sovereign...