昨日のCPI、FOMCを経て今日は下落基調

 先物は現在＄２３２６。Max Pain Strike Price が＄２３１５ですぐそこに迫っている。トレーダー心理は低調。次のトリガーになるのは来月の雇用統計、CPI，FOMCといったところか。たぶん来月の雇用統計も素晴らしいヘッドラインナンバーとなるだろうし、あまり期待できない。FOMCも良好な雇用統計を反映した政策になりそう。

人気記事

銀鉱株の潜在力は大きい by Zeal

イメージ
最後の２段落だけ訳をいれました。 Big Silver-Stock Potential Adam Hamilton     February 7, 2020     2689 Words The silver miners’ stocks are looking interesting.  While they really lagged silver’s surge on gold’s bull-market-breakout rally last summer, their upleg since remains intact.  Gold stocks’ own upleg peaked in early September.  And silver itself remains wildly undervalued relative to gold, overdue to mean revert dramatically higher.  When that happens during gold’s next upleg, the silver stocks have big potential to soar. Like the global silver market is vastly smaller than gold’s, silver stocks are a proportionally-little fraction of the precious-metals miners.  As a small subset of a usually-ignored contrarian sector, the silver stocks often languish in obscurity.  For decades there wasn’t even a silver-stock index, making sector analysis difficult.  ...
続きを読む

ゴールド買いの危うさ by Zeal

イメージ
最後の２段落だけ訳をいれておきました。 Gold Buying Precarious Adam Hamilton     January 10, 2020     3366 Words Gold dramatically surged to major new secular highs this past week, fueled by stunning geopolitical news.  The US assassinated Iran’s top general, so Iran fired ballistic missiles at military bases in Iraq used by the US.  That naturally ramped gold bullishness, spawning all kinds of predictions for much-higher prices.  But geopolitically-driven gold spikes never last long, and the gold buying behind this surge is very precarious. Geopolitics are fascinating, the modern intersection of centuries of history, politics, religion, and military actions.  Growing up, geopolitics were my second passion after the markets.  I read everything I could on that broad topic, both nonfiction and fiction.  Tom Clancy’s masterful novels were my favorites, and I love that wh...
続きを読む

金鉱株の値動きは騙し？ by Zeal

イメージ
最後の二段落だけ訳をいれましょう。 Gold-Stock Head Fake? Adam Hamilton     January 3, 2020     3174 Words Gold miners’ stocks blasted higher this past week, breaking out of their correction downtrend.  Rapidly-improving psychology fueled such strong upside momentum that sector benchmarks are challenging months-old upleg highs.  Most traders assume this is righteous, that gold stocks’ next upleg is starting to accelerate.  But key indicators argue the contrarian side, that this breakout surge is a head fake within a correction. In early September, a major gold-stock upleg peaked after soaring higher on gold’s decisive bull-market breakout in late June.  The GDX VanEck Vectors Gold Miners ETF, this sector’s leading benchmark and trading vehicle, had powered 76.2% higher over 11.8 months.  It crested the same day gold’s own upleg did, hitting $30.95 on close.  That ma...
続きを読む

中規模金鉱株２０１９Q4ファンダメンタルズ by Zeal

イメージ
Gold Mid-Tiers’ Q4’19 Fundamentals Adam Hamilton     March 20, 2020     3250 Words The mid-tier gold miners’ stocks have been annihilated with COVID-19 fears infecting traders’ sentiment.  They crashed with gold getting hammered on extreme gold-futures selling!  With blood in the streets, the buy-low opportunities are phenomenal.  The fundamentally-superior mid-tier gold miners have epic upside potential during gold’s next upleg.  This key sector just reported outstanding Q4’19 results on higher gold. The sheer carnage in gold-stock-land has been jaw-dropping!  In late February, the gold-stock sector per its leading benchmark GDX VanEck Vectors Gold Miners ETF edged up to a 3.5-year high slightly above early September’s.  That was fueled by gold’s $1600 breakout surge on COVID-19 fears.  Yet as I warned in an essay the trading day before GDX’s pe...
続きを読む

シルバーはゴールドを凌ぐ　２　by Zeal

イメージ
Amazonで買物をしてContrarianJを応援しよう Silver Outperforming Gold 2 Adam Hamilton     July 26, 2019     3232 Words Silver has blasted higher in the last couple weeks, far outperforming gold.  This is certainly noteworthy, as silver has stunk up the precious-metals joint for years.  This deeply-out-of-favor metal may be embarking on a sea-change sentiment shift, finally returning to amplifying gold’s upside.  Silver is not only radically undervalued relative to gold, but investors are aggressively buying.  Silver’s upside potential is massive. ここ２週シルバーは急騰した、ゴールドを遥かに凌ぐものだ。これは注目すべきことだ、もう何年もシルバーはひどいものだった。この極端に嫌われた金属が大きく心理を買えている、とうとうゴールド上昇を増幅するに至った。シルバーは対ゴールドで極端に過小評価されているだけでなく、投資家は積極的に買い進んでいる。シルバーの潜在上昇力は巨大なものだ。 　 Silver’s performance in recent years has been brutally bad, repelling all but the most fanatical contrarians.  Historically silver prices have been mostly ...
続きを読む