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Precious Metals Breaking Out! We are in the first week of March now and gold is indicating a significant monthly breakout of a trend line that goes all the way back to 2011. If we close the month firmly above this line then the start of the next leg of...

Precious Metals Breakout! As anticipated in our recent commentary and following our topping up of precious metals miner positions last month, the precious metals have finally broken to the upside on a monthly-close basis, with encouragingly little hype or mainstream media attention. If you have been following my updates, you...

Highlights As I discuss in the video summary above, my sense is that interest rates will pause in the US indicating a topping of the credit tightening cycle which historically coincides with a significant market rally. The recent upturn in gold and cryptocurrencies is signalling what is ahead as well...

Highlights This month saw the energy sector of the portfolio perform well on a rally in the oil price. Strength in the dollar and interest rates however put continued pressure on the precious metals miners which took a bit of a hammering. This, however, presents opportunity in our opinion and,...