Friday, July 15, 2016 Derek Macpherson

Smaller Cos likely to Outperform in New Bull Market

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Data continues to support our view that we are in the early innings for a new bull market for precious metals and the related equities. Smaller gold company’s materially outperformed in the last two bull markets as evidenced in the charts below. While the investment in smaller companies, particularly in the early stages of a bull market, comes with inherently more risk, this can be outweighed by the potential for better returns. We note that while a rising tide can float all boats, investors should remain selective when choosing which small cap gold companies to invest in. read more

Friday, July 08, 2016 Derek Macpherson

Why the Job’s Number Didn’t Matter for Gold

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Following weak U.S. non-Farm Payrolls number in May, the June result was much stronger and well ahead of expectations (287k vs 175k expected). The gold price had a sharp negative reaction and then quickly regained losses. While creating some short-term volatility, in our view this wasn’t the most interesting news of the day for gold. More important was as article reporting that funds continue to flow out of general equities and into gold stocks, supporting our view that we are in the early stages of a long-term bull market for gold.
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Friday, June 24, 2016 Derek Macpherson

"Leave" Vote‎ Benefits Gold; Ongoing Uncertainty Likely to Support the Gold Price

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Yesterday, citizen’s ‎of the United Kingdom (UK) voted to leave the European Union (EU). This result was unexpected, as evidence by both currency markets and the gold price move. With no orderly exit mechanism, we believe this uncertainty may persist for some time providing support for the gold price. As well, should other EU countries consider departing; we would expect decreased confidence in the Euro, to benefit the gold price. Despite a parabolic move, we believe the gold price is sustainable at current levels and is likely to continue moving higher in 2016.
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Tuesday, June 21, 2016 Derek Macpherson

3 Themes & 10 Companies for a New Bull Market in Precious Metals

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While we believe that we are in a new bull market for gold equities, it is early days. As such, investors should remain selective and focus on companies that fit three key themes: scarcity, viability and catalysts. In our view AMI, ER, GRR, GQC, IDM, ICG, MLN, NUG, UGD and VIT are ten companies that fit these themes and should outperform peers. read more

Thursday, June 16, 2016 Derek Macpherson

The Fed Speaks; Still Bullish on Gold

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In our post ahead of the FOMC statement, “GOLD BULL IS STARTING TO RUN” we had suggested that following the recent run in the gold price, a very dovish statement was required to keep the gold price at current levels. Where we were wrong, was that we were not expecting a very dovish statement, and in particular that the committee forecasts would suggests rates would be lower for longer, which provided a modest lift for the gold price. Importantly, our long-term view that we are in a new gold bull market remains unchanged and the trajectory of that market may be steeper than originally thought. read more

Tuesday, June 14, 2016 Derek Macpherson

Gold Bull is Starting to Run

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Evidence suggests that we are in the early stages of a new bull market for precious metals, particularly since funds continued to flow into physical precious metal ETFs during the late May decline in prices. While we believe a longer-term bull market has begun, near-term, it is likely this week’s U.S. Federal Reserve Board meeting could be a short-term headwind, particularly after the recent run-up. However, since evidence suggests we are in a new bull market and gold moves in long cycles, a short-term pullback could be viewed as a buying opportunity. read more


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