Commentary · page 2
- Data Seen As Bullish for Gold
July 29, 2021 · Robert Levy
The gold bulls are putting some significant distance between prices and the $1800 level today. Following the release of the latest reading on second…
- Fed To Keep Foot To Pedal For Now
July 28, 2021 · Robert Levy
The U.S. Federal Reserve announced today that it plans to keep its foot on the gas pedal, maintaining its current rate policy along with its monthly…
- Look Out Below
July 27, 2021 · Robert Levy
The Fed will be forced at some point to raise interest rates. When the central bank does, it could become a crisis of mega proportions as the amount of…
- Basel III Effects on Gold
June 4, 2021 · Border Gold Corp.
Sometimes the rules work in your favor. That is expected to be the case as the rollout of Basel III takes place in Europe and Britain. The European…
- Weaker Crypto Stronger Gold
May 19, 2021 · Border Gold Corp.
Weaker crypto could hold the key to stronger gold. Recent price action would seemingly suggest that investors are in the market for alternative asset…
- Gold Pops as Jobs Stop
May 7, 2021 · Border Gold Corp.
The yellow metal is not only holding firmly above the $1800 level but is now adding additional momentum. Gold prices are sharply higher in early am trade…
- The Tax Man May Cometh
April 23, 2021 · Robert Levy
The stock market declined on Thursday as news hit the wires concerning Biden tax proposals. The Dow Jones Industrial Average declined by over 300 points…
- The Fed Has Spoken
March 17, 2021 · Robert Levy
The U.S. Federal Reserve made no changes to monetary policy today as expected. The central bank did, however, increase both its growth and inflation…
- Is Inflation Really A Problem?
March 4, 2021 · Robert Levy
The idea of rising inflationary pressures has taken a large chunk of market attention in recent months. At first glance, the threat of inflation seemingly…
- Cluelessness
March 15, 2020 · Robert Levy
A reporter on Bloomberg earlier in the week commented that fear was not yet present in the markets. Global stocks have seen enormous selling pressure, but…
- Perspective Adds More Clarity
February 29, 2020 · Border Gold Corp.
Perspective adds more clarity to market action instead of looking at events in isolation. A very telling example this past week was US equity markets had…
- Near Term Distractions
February 14, 2020 · Robert Levy
The most noteworthy observation on the financial markets a month and a half into 2020 seems to be the resiliency of US stock markets. No market moving…
- Reasons to Own Gold
January 24, 2020 · Robert Levy
Don Coxe famously quipped, “never invest on the basis of a story on Page one, invest on the basis of a story that’s on Page 16─that’s on its way to Page…
- Monetary Obsolescence
January 17, 2020 · Robert Levy
In 2019, 49 central banks cut interest rates 71 times. The Bank of Canada was not one of them. The US Federal Reserve accounted for three of those…
- New Year, New Targets
January 6, 2020 · Robert Levy
For nothing more than an arbitrary statistic, as of Fridays close gold prices in US dollars are already up 2.3% on the year. That follows an approximately…
- Clear as Mud
December 13, 2019 · Robert Levy
As North American equity markets generally made their way higher in 2019 (with hiccups in May and August), it was against headwinds of caution and…
- Crisis Era Jobs Data
December 7, 2019 · Robert Levy
According to Statistic Canada’s monthly job report, Canada saw the biggest monthly drop in employment in November since the financial crisis. This…
- Short Canada
November 29, 2019 · Robert Levy
Post-election, the bears are coming out of hibernation. It’s in stark contrast from the story being told during the third quarter. As the rest of the…
- Least Dirty Shirt
November 22, 2019 · Robert Levy
As we make our way into the end of the year, I’m always very intrigued to read the market outlooks for the year ahead. It seems to be a time when…
- Cautious Optimism
November 1, 2019 · Robert Levy
Last Friday, Bank of Montreal likened the events to take place on the economic calendar this week to essentially every major world sports event taking…