SLV – Anatomy of a Healthy Rally

In mid-May I tried to make a case for buying silver as a complement to holdings in gold. At the time, the gold/silver ratio looked ready to break lower and provide silver some lasting out-performance. Instead, silver peaked for the rest of the summer and gold regained its edge. Over 4 months later, the gold/silver … Read more

Gold Is Good, But Do Not Forget Silver

In December, Bernanke observed that gold prices reflected general commodity prices and did not indicate rising inflation expectations (in the U.S.). As gold makes new all-time highs, it is now outpacing many other commodities. Many commodities have declined sharply in recent weeks due to fears about the sustainability of global growth. Gold has diverged due … Read more