Here are the links of the past week....

 

Gold & Gold Stocks Bull Analogs 
Penned Friday. Check out these updated analogs. 


Podcast: David Erfle, Kitco contributor talks about Sprott Symposium & More
David contributes to Kitco by writing a weekly article. He is and has been a full time investor in precious metals for 15 years. 


Interview with Mike Swanson, WallStWindow
Linked directly to YouTube. I share my current thoughts on the sector.  


Fat Pitch Blog: August Macro Update
A reasoned look at the US Economy with a number of charts and data.   
 

Connecting the Dots: Metals, US$ and Yields
From Market Anthropology. The author, Erik Swartz has a very good track record as he turned bearish near the 2011 top and bullish in 2015. 


Professor Siegel, are you F'ing Kidding Me?
Perma-bull Siegel is clueless. Great article.  







Premium Snippets 


Chart 1: Real Assets vs. Financial Assets

This chart measures real assets against financial assets. Real assets include commodities, real estate and collectibles while financial assets include stocks and bonds.

If you think the revival in hard assets is overdone or does not have much more upside, take a look at this chart. With stocks and bonds basically at all time highs and at the same time, and hard assets coming out of a nearly 5-year long bear market, the setup for investment in hard assets is very favorable and extremely favorable in relative terms.  







Chart 2: Junior Gold Bull Analog (Extended)

This chart is an extended version of the one we usually show which is a year long or a few years long. The January 2016 bottom in my opinion is secular in nature, similar to the 2000-2001 bottom. I'm quite confident this cyclical bull market will run at least 5-6 years.

The black line is currently at 285. Note that the 2001-2007 bull run ran to above 3200. Even if we took an average of the blue and the red it would come out to ~2300 about 4 years from now.

My belief is this cyclical bull will end in a mania like the one from 1976-1980 and the one from 1993-1996. If that happens then this analog could peak well beyond 3300. 







In TDG #477 we included a report on one of our newest buys, a microcap exploration company which we think has 10-fold type potential. It fits all the things we look for when we speculate on companies with 10-fold potential. When speculating on these types of companies you want to go for the best of the best: those that fill the key criteria and have potential to return 5 to 10 times your money. 

As we noted last week, the current value, relatively speaking is in the exploration companies and specifically sub $40 Million capitalization companies. The bulk of our portfolio will remain in larger companies but we do want to have a few companies that we think have 10-fold type potential.

We remain bullish on the sector and think there is another move coming (to the upside) before the stocks correct 25%-30%. We don't advise chasing anything. If you have a lot of cash to put to work then take advantage of the stocks that have corrected or consolidated and can benefit from $1400 Gold and $1500 Gold. 


If you want to get my full analysis then consider subscribing to my premium service for what amounts to less than $1/day. 

This is the 7-year anniversary of TheDailyGold Premium and that period of time has included the worst bear market in the sector in over 90 years. Nevertheless, the model portfolio is up roughly 440% while GDX and GDXJ are down 21% and 26% (est) in that time. (Our junior gold index above is up roughly 111%). 

We seek to own the companies with the best fundamentals that have the best risk/reward potential. We want to own the leaders while avoiding laggards with limited potential. We also want to cut our losses. A 20% stop loss on a 5% position limits the loss to 1% of the portfolio. 

We are the only credentialed technical analyst with a gold-stock focused service that utilizes a real model portfolio. We tell you what we are buying and selling. Hence, we are completely transparent.

And when you see the volume of our work and significant weekly updates you will realize that no one works harder than we do.

Our subscription cost amounts to less than $1/day!

There is so much fluff out there in this sector and much of it is way more expensive than what we provide. 

Consider a subscription today as you will receive all of our recent company reports and updates within hours of your signup, as well as everything we produce for the next 6 months. You pay up front but get significant value up front (in a welcome email). Our goal is to help subscribers make money and be the best service in its category.   

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

-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 do 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.