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- 2018/09/13 14:48株式市場ベアシグナルが４０年ぶりの強さに、Goldmanは言う
- ゴールドマン・サックスまでがこういう報告をするようになりました。立場上彼らは決して「皆逃げろ」とは決して言いません。 A stock-market bear signal is at a more-than-4-decade high, says Goldman ... [続きを読む]
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- 2018/09/11 11:12記録的ゴールド／シルバーショート！ by Zeal 後半
- They control way more capital than short sellers, as evidenced by the green total-longs line above being much higher than the red total-shorts line the vast majority of the time. Total spec longs are quite low today given the extreme... [続きを読む]
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- 2018/09/10 16:30記録的なゴールド／シルバーショート！ by Zeal 中半
- Gold was actually enjoying a solid resilient summer before mid-June. Remember that was when the supposedly-dovish ECB announcing the end of its huge QE campaign crushed the euro and thus boosted the US Dollar Index. The last CoT be... [続きを読む]
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- 2018/09/09 03:00記録的なゴールド／シルバー ショート！by Zeal 前半
- Record Gold/Silver Shorts! Adam Hamilton September 7, 2018 3465 Words Gold and silver were thrashed this past summer, relentlessly pounded to deep new lows. That has fueled extreme bearishness, with traders... [続きを読む]
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- 2018/09/08 06:45ガス欠走行
- Running On Empty Written by Michael Lebowitz | Aug, 29, 2018 We would like to introduce you to Sam and his finances. Currently, Sam does well for himself, earning $100,000 a year. Sam loves the good life, and to maintain it he consistently s... [続きを読む]
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- 2018/09/04 03:00銀鉱会社２０１８Q2ファンダメンタルズ by Zeal 後半
- They might produce 10m and 300k ounces annually. At last quarter’s average prices, these silver and gold mines would yield $165m and $392m of yearly sales. Unfortunately it is far easier to pay the bills mining gold these days. ... [続きを読む]
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- 2018/09/03 03:00銀鉱会社２０１８Q2ファンダメンタルズ by Zeal 中半
- Production is naturally the lifeblood of the silver-mining sector. The more silver and increasingly gold that these elite miners can wrest from the bowels of the earth, the stronger their fundamental positions and outlooks. These t... [続きを読む]
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- 2018/09/02 03:00銀鉱会社２０１８Q2ファンダメンタルズ by Zeal 前半
- Silver Miners’ Q2’18 Fundamentals Adam Hamilton August 31, 2018 4150 Words The major silver miners’ stocks have been thrashed, pummeled to brutal multi-year lows. They suffered serious collateral damage... [続きを読む]
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- 2018/08/31 09:57トランプを心配することはない；懸念されるのは収益だ
- Don’t Worry About Trump; Worry About Earnings Written by John Coumarianos | Aug, 29, 2018 If you’re concerned about President Trump’s influence on the stock market you’re concerned about the wrong thing. That’s not because political lea... [続きを読む]
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- 2018/08/29 03:00大統領弾劾リスク
- “The trick of successful investors is to sell when they want to, not when they have to.” ？ Seth Klarman「投資成功への秘訣は売りたい時に売ることだ、しかたなく売ってはいけない。」ーーSeth KlarmanWeekend Reading: Impeachment Risk Written by Lance Rober... [続きを読む]
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- 2018/08/28 03:00小型金鉱株２０１８Q2ファンダメンタルズ by Zeal 後半
- $631 per ounce is still very healthy, not much worse than the GDX majors’ average of $610 last quarter. That means these elite mid-tier gold miners could temporarily weather gold prices way down into the mid-$600s and still keep the... [続きを読む]
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- 2018/08/27 03:00小型金鉱株２０１８Q2ファンダメンタルズ by Zeal 中半
- It was great to see GDXJ’s top 34 components almost unchanged from Q2’17, with only two new stocks in those ranks. My previous essays on GDXJ components’ quarterly results had been a sea of light blue since 2016. But one of t... [続きを読む]
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- 2018/08/26 03:00小型金鉱株２０１８Q2ファンダメンタルズ by Zeal 前半
- Gold Juniors’ Q2’18 Fundamentals Adam Hamilton August 24, 2018 3940 Words The junior gold miners’ stocks have been thrashed in August, plummeting to brutal multi-year lows. Such carnage naturally left s... [続きを読む]
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- 2018/08/25 03:00新たな Widow-Maker トレード
- 長年の量的緩和で市場に投機資金が潤沢にあり、「極端」なポジションの規模が昔とは違っているということのようです。パンチラインは漫画です。 The New Widow-Maker Trade ... [続きを読む]
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- 2018/08/21 03:00金鉱株２０１８Q2ファンダメンタルズ by Zeal 後半
- Way more important than cash costs are the far-superior all-in sustaining costs. They were introduced by the World Gold Council in June 2013 to give investors a much-better understanding of what it really costs to maintain gold mines... [続きを読む]
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- 2018/08/20 03:00金鉱株２０１８Q2ファンダメンタルズ by Zeal 中半
- So gold miners suffering production drops often intentionally obscure it by omitting normal year-over-year comparisons from their press releases announcing quarterly results. They don’t present the tables with the current quarter ne... [続きを読む]
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- 2018/08/19 03:00金鉱株２０１８Q2ファンダメンタルズ by Zeal 前半
- Gold Miners’ Q2’18 Fundamentals Adam Hamilton August 17, 2018 3877 Words The major gold miners’ stocks plummeted in brutal cascading selling this week as stops were run. That shattered strong multi-year... [続きを読む]
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- 2018/08/17 14:50ここからもう上昇するしかない
- Technically Speaking: “It Can Only Go Up From Here” Written by Lance Roberts | Aug, 14, 2018 Thispast weekend,I discussed the correction last Friday as concerns over “Turkey Turmoil” grabbed headlines.この週末のことだ、私は先週金曜の調... [続きを読む]
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