Industry Commentary

Read commentary from industry experts and SWP's feature writers.

For the Following Author: Jeff Clark

Nov 21, 2019

I was stupefied at what I was reading… A Bloomberg article earlier this month reported that JP Morgan and Citibank were significantly reducing their gold positions or closing them out entirely. Based on the article, it seems they made this decision based on the flimsiest of changes in the market:

Oct 17, 2019

A textbook in my Master of Psychology program theorized that most things in life come down to core drives—food, shelter, sex, etc. Throw in Freud’s pain and pleasure principals and this is supposedly what drives everything we do. We had a good time poking fun of simplistic theories as to what motivates people. Human emotions and motivations are complex. Except when it comes to money.

Oct 11, 2019

I know someone who is very good at technical analysis. So good, in fact, he’s a multi-millionaire primarily from trading via technical analysis. His name is Dominick Graziano, and we’ve become friends over the years. Despite our friendship, he absolutely refuses to tell me what I want to hear (gold’s going through the roof!). So I know when I get a chart from him that it will be dispassionate and solely about a trade he thinks will make him money. I also know I should probably pay attention to what he has to say, because he’s been right a whole lot more than he’s been wrong.

Sep 30, 2019

It happened with little fanfare, with virtually no reporting by the mainstream press. But this development signaled that one of the biggest gold-buying entities sees a growing need to own gold right now. Not only does it mean they will continue to buy, but their buying lends long-term support to the gold price. Here’s what’s happening and how it impacts the gold market going forward…

Sep 18, 2019

A lot of readers liked our article on how much cash could flood the gold market once institutional investors start buying. Now it’s time to look at silver. And as most readers know, the silver market is much smaller than gold, meaning it could be easily overwhelmed—much more than gold—if these investors begin to take interest.

Sep 9, 2019

I once asked my institutional investor friend, who used to work at Goldman Sachs and has been a gold owner for many years, what would make him buy more bullion. Without hesitation he said, “When the price breaks out.” Well, as is clear to the world, gold has broken out of its long-term trading range. My friend is not alone in this sentiment of waiting to buy an investment until it’s rising. Institutional advisors, brokers and managers sit on the sidelines until a dormant asset class comes alive and establishes an uptrend— then they jump in.

Aug 30, 2019

Real estate prices are high too, and got another boost when the Fed lowered rates. So do the ratios remain elevated? And where do they stand compared to the last big bull market in precious metals? It’s an important question, because we’re convinced the crisis ahead will push these ratios back to their all-time lows, and hand those of us with a meaningful amount of bullion the opportunity to buy a house outright. If we’re right, buying a home someday from the proceeds of gold and silver sales could indeed be very affordable. Let’s start with gold…

Aug 14, 2019

If you didn’t catch it, gold has passed the S&P 500 in year-to-date performance. Through August 12, gold is up 18.1%, while the S&P has risen 13.8%. Silver is nipping its heels, now up 10.2% YTD. But what is perhaps more significant is the one-year performance. It just might show that Wall Street is bailing on unicorns and blue-chip stocks and shifting into gold and silver...

Aug 8, 2019

Gold and silver prices continue to push higher. They’re starting to get some attention from the mainstream, too. A new uptrend in gold is clearly underway, but silver’s performance has so far trailed gold’s. Let’s take a look at the price behavior over the past six-plus years of both metals to see if we can gain any insights about silver.

Aug 7, 2019

Many readers liked the tables we presented of possible gold/S&P 500 ratios and what that would mean to prices of each asset. If you didn’t catch it, check out what the future could look like for gold vs. the stock market. Given the current action in stocks and precious metals, I decided to run the same scenarios for silver. In other words, if the silver/S&P 500 ratio returned to any of its past highs, what would the prices for each look like? Hold on to your hats, because the title of this article was no exaggeration…

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