Here are some links with important information & analysis…. 

Short-Term Bounce but Danger Looming
The PM sector is oversold and may have begun a bounce. However, there is potential danger following that bounce. 

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Video: Precious Metals Market Update
Video update, recorded Tuesday night.  

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Tiho Brkan: Precious Metals Update
Tiho's latest on PMs. Its a long post containing several charts. 

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Palisade Radio: A Look at How Mining Titans Play the Downturn
Collin Kettell interviews Tommy Humphries who discusses how mining titans such as Lundin, Beatty, Guistra are playing the downturn. 

Global Finance Faces $9T Stress Test as US$ Soars
There is $9Trillion of US$ Denominated Debt Worldwide. The burden of the debt is increasing as the US$ soars. 

Premium Snippets 

The surging US$ could be considered a black swan, though I'm not a fan of the concept. With so much US$ denominated debt in the emerging world, there could be major fallout. A rising US$ is generally not good for emerging markets. This large and fast of a rise should create some problems in the capital markets of various emerging markets. Below is a monthly chart of EEM. It appears quite close to breaking its 80-month MA which has provided important support in the past few years. 

Keep an eye on EEM as well as Emerging Market bond ETFs such as EMB which also looks bearish.

Moving back to precious metals, here is a chart we constructed for a recent premium update. This shows the average recovery of the HUI from its 2000 and 2008 bottoms applied to a weekly closing low of 120 in August. That would a be a 25% decline from here. But the HUI's daily low in that case would materially lower than 120. 

In TDG #404 we included a list of 14 of our favorite companies and included their current market capitalizations and cash positions. Its clear to me who the best junior producers are and which companies have the best deposits and therefore are the best takeover targets. This final phase of the bear could create substantial value in a number of companies. We are going to produce/update reports on these companies in the weeks ahead. 

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Weekly updates are sent on Saturdays while flash updates are sent when we make a trade. Reports are sent sporadically. Upon signup you receive all recent reports and updates. You also can ask us questions.

Thanks for reading. I wish you all great health and prosperity in 2015! 

-Jordan

Disclaimer: Sponsor Companies are paid sponsor companies of TheDailyGold.com website and this free newsletter. Do not construe sponsorship with a recommendation. The author of this newsletter is not a registered investment advisor. This newsletter is intended for informational and educational purposes only and should not be considered personalized and individualized investment advice. Investment in the precious metals sector contains significant risks. You should consult with an investment advisor and due your own due diligence before making any investment decisions. This email may contain certain forward looking statements which are subject to risks, uncertainties and a multitude of factors that can cause results and outcomes to differ materially from those discussed herein.