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Commodities’ relentless rise may pause mid/late Q2
As all risk assets seem to be in blow-off mode, cyclical commodities such Oil or Copper have been leading the charge higher. Their...
jfo496
May 3, 2021


Gold probably continues to climb quite linearly until Spring next year
• Gold probably remains uptrending until late Q3 at least, and most likely into Spring next year. Our upside targets suggest that it...
jfo496
Aug 1, 2020


2020 could be a strong year for Commodities
Given the massive amount of liquidity currently being injected by the FED, the US Dollar has continued.... Read Full Text:
jfo496
Jan 1, 2020


Gold is a monetary phenomenon
Last month we suggested that by late September, risk assets should move lower into November. We believe this is still the case, and that...
jfo496
Oct 1, 2018


Flight to quality – Where’s the best place to hide?
One thing we can say about the early February financial assets sell-off is that it was difficult to find any place to hide. Equities...
jfo496
May 1, 2018


Gold looks strong towards year-end, yet wait for the Dip, rather than buy the Breakout
Last month, we outlined that the U.S. Dollar was getting ready to bounce, probably from mid/late January. Although, the sell-off has...
jfo496
Feb 2, 2018


Gold could bounce late December, but should remain under pressure until late Q1 2018
Gold has taken a bit of a dive over the last few weeks and more generally since September. In our view, it is suffering from the bounce...
jfo496
Dec 4, 2017


Oil should retrace during October, before it resumes its uptrend towards year-end
Following their retracement down from the Spring, China and Industrial metals have been moving up since May. They have led Oil, which has...
jfo496
Oct 4, 2017


Gold, a reflationary asset with a defensive bias
The rapid rise in interest rates during H2 2016 and the concomitant fall of Gold prices did bring back memories of the 2012 -2013...
jfo496
May 1, 2017


No Linear Uptrend for Oil (IFTA March 2017)
Crude oil’s range-bound price may not stay that way very long—expect prices to trade lower until mid-year
jfo496
Mar 24, 2017
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