Haystack 2018-19

English language haystack
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Gwyde
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Haystack 2018-19

Post by Gwyde » 21 May 2018, 18:19

A new thread in the English section of the forum for the remainder of the decade.
By the succession of links below, you notice we have dramatically come down in frequency, from monthly to bi-annually.
This reflects the lack of interest in precious metals after a four year bear market and followed by a stealthy recovery, eclipsed by the general stock market rally and the emerging crypto-currencies.

Haystack 2017
Haystack 2016
Haystack 2015
Haystack 2014
Haystack 2013
Haystack Q4 2012
Haystack Q3 2012
Haystack June 2012
Haystack May 2012
Haystack April 2012
Haystack March 2012
Haystack February 2012
Haystack January 2012
Haystack December 2011
Haystack November 2011
Haystack October 2011

If suddenly we notice a flurry of new posts, that most likely will signal the onset of a new secular precious metals market rally.


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Gwyde
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Mitigating risk

Post by Gwyde » 28 May 2018, 09:48

If there's any recipe to avoid losing with a miner portfolio over the long run, mitigating risk is the backbone.

With gold still in a trading range, posting higher lows in successive corrections but unable to break above the $1360 ceiling since summer 2016, now is the time to shuffle in the contributor driven explorer and junior miner portfolio.

For next update, I will take on board Franco Nevada (since long a stronghold of the 'benchmark' section) and Randgold (outperforming over the long haul) on board in the portfolio. Doing so we also leave aside the principle of investing only in junior miners and explorers.

Meawhile 'Liberty Gold' (LGD.TO) (an explorer formerly known as Pilot Gold) and prospect generator Almaden Minerals (AMM.TO) will be escorted to the 'exile' sheet of poor investments.

Since a few weeks, the HUI/Gold ratio seems put at 0.138 (marginally up since bottoming in April). With the yellow metal struggling to uphold $1300, miners start showing some resilience. You find more comments and graphs on the gold miner pulse page.

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Gwyde
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Joined: 19 Oct 2011, 23:49
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Global Gold Production and Consumption

Post by Gwyde » 14 Jun 2018, 22:52

Global Gold Production and Consumption over the last few years can now be found in the GFMS Gold Survey 2018

Have a good read...

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