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By Adrian Day |
April 29, 2013
Since our last update, gold has rallied 8%, retracing virtually 50% of the drop. The next week or two will tell us whether this is just a “dead cat bounce,” though, notwithstanding the possibility of a near-term pullback, I think not.
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By Adrian Day |
April 16, 2013
As everyone knows by now, gold has experienced a dramatic decline in price the last two days taking it to its lowest prices since the onset of 2011. This follows the largest two-day drop since 1983, at the beginning of the long bear market! What happened?
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By Adrian Day |
February 19, 2013
Gold’s steady decline from early October to a six-month low has many analysts wondering aloud if the long bull market is over. We don’t think so.
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By Adrian Day |
October 3, 2012
In sum, we are not convinced the global stock market rally will continue at least in the near term. Gold, however, is more likely to sustain gains from this expansion in the money supply.
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By Adrian Day |
September 13, 2012
We like all of the companies on our list, although we may be nervous about one or two. But whether rock solid core holdings or super-cheap speculations, they are on the list for a reason. There can, of course, be a difference between the very best companies to own.
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By Adrian Day |
August 10, 2012
Here’s “the company I hate to write about.” It’s Virginia Mines and I don’t like writing about it because, frankly, I’d like the stock price to come down so I can buy more for my clients, and when I’ve finished buying for clients, perhaps, finally, I could buy some for...
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By Adrian Day |
July 11, 2012
It is almost inconceivable to imagine any significant and sustained tightening any time soon. On the contrary, it is only a matter of time before an acceleration in the stimulus measures.
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By Adrian Day |
April 18, 2012
Many of the factors that hurt gold stocks have turned to the stocks’ advantage, while increasingly cash-rich companies are in a position to make acquisitions without equity dilution. We don’t know where the bottom will be, but the recovery will be strong enough to justify buying now.
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By Adrian Day |
November 21, 2011
Why hasn't gold moved more? Many analysts and investors are frustrated that, with everything happening around the world, gold hasn't moved more. One well-known investor was quoted as saying that "... the bull market is over." This is nonsense.
