All Star Charts Gold Rush Articles

Back in July, we were pounding the table on Gold. Volatility had collapsed...

Welcome to Boomtown

Most natural resource stocks, even the bellwethers of Metals or Energy, for example, can’t scale to $3 Trillion in market cap. They’re not those types of companies - they’re just not built like the...

The weak-dollar trend remains intact. But when counter-trends happen, they usually start under the hood. 

The Dollar Index $DXY is just a basket, so when we want hints as to the next move, we pop it open and check the...

This is the moment everyone has been waiting for in precious metals.

Since 1980, when the Hunt brothers famously cornered the Silver market, this level has defined history. 

Back then, Silver futures peaked near $49, marking one of...

The bell is ringing for global risk appetite, can you hear it? 

The message is simple here, but the echoes and reverberations come from outside the U.S. this time. 

The EUR/JPY just printed new all-...

If you want to know where bond yields are going next, don’t start with the Fed. Start with copper.

That might sound strange — one’s a metal, the other’s a number on a screen. But they’re deeply connected. Copper is often...

Welcome to Boomtown

Most natural resource stocks, even the bellwethers of Metals or Energy, for example, can’t scale to $3 Trillion in market cap. They’re not those types of companies - they’re just not built like the...

In case you haven't heard, a raging bull market in precious metals is underway, with miners leading the charge. 

The Gold Rush is on.

...

The US Dollar Index $DXY hasn’t left our macro checklist all year. 

It remains one of the most important charts for risk assets everywhere, as well as the anchor for the “weak dollar trade.”

Since our...

In most parts of life, the rule is simple — follow the leader.But in the bond market, the game’s a little different. Here, it’s more like carry the follower.

That’s exactly what we’re seeing play out right now between short term and...

At the Gold Rush, we have been highlighting central banks aggressively buying Gold as one of the biggest drivers of this precious metals...

Leadership in emerging markets continues to expand as the weak Dollar cycle progresses.  

This time, it’s Colombia stepping up.

Yes, Colombia... One of Latin America's historically weakest markets is...

Welcome to Boomtown

Most natural resource stocks, even the bellwethers of Metals or Energy, for example, can’t scale to $3 Trillion in market cap. They’re not those types of companies - they’re just not built like the...

In case you haven't heard, we're in the midst of a historic bull market. We are talking about the...

Nuclear energy is one of the hottest trades in the market right now, and everyone is talking about it. We were early to this theme.

Back in early May, we highlighted...

One of my favorite tells for global risk appetite doesn’t come from bonds, credit spreads, or even the Nasdaq.

It comes from an obscure FX cross almost nobody trades: the Israeli Shekel (ILS/USD).

Israel’s...

When traders get caught up chasing hot stock ideas, it’s easy to forget the bigger picture. 

But if you’re serious about staying on the right side of markets, you need to be watching the long end of the bond market right now.

The...

Secular bull markets often run far longer than consensus expects, and sometimes even longer.

That's what we're currently seeing. Gold futures are poised to close September in the green for the...

Gold miners are surging to new all-time highs, begging Copper miners to...

The market is ripe with fresh opportunities… and the list of charts we want to buy is growing longer by the day.

But we can’t buy them all, so we have to make some tough allocation decisions.

This is one of...