Short-Term Market Strategy: Sell Gold, Equities, Crude; Buy Treasuries and Dollar

I hope this essay provides some food for thought. It is not my intention to insult or belittle anyone, but using humor and cold logic, to help people understand an abstract topic with many counterintuitive principles. The ultimate goal is to protect what you have and make some more (in that order). Gold is money. We have published a video to make the point that one should use gold to measure the economic value (i.e. price) of everything else including the dollar.

By Ananthan Thangavel:The precious metals complex is getting interesting once again, with gold (GLD) and silver (SLV) falling 3.4% and 5% last week, respectively. While we continue to be bearish over the medium and long term (anywhere from six months to a few years), the gold market may be oversold in the near-term.

By Faisal Humayun: The crisis in the eurozone has the potential to be a prolonged and painful one. To add to this, as new issues surface, there is increasing evidence of political friction among the countries in the eurozone.

Article written by Prieur du Plessis, editor of the Investment Postcards from Cape Town blog.Adam Hewison, charting strategist of INO.TV, brings you another edition of his invaluable service of daily technical updates on the ups and downs of various markets. This short analysis is a great tool for keeping one’s finger on the pulse and timing the markets.

By Faisal Humayun: With the Senate approving the fiscal cliff deal, the US seems to have averted another crisis. In response to this news, US equities surged with some upside movement observed in gold as well. This article focuses on the outlook for gold in 2013 and the reasons to believe that the precious metal will trend higher during the year and beyond 2013.

By Faisal Humayun: There is a general consensus that emerging market equities and economy will do well in the long-term, as compared to developed markets. I also believe the same when it comes to talking about the long-term outlook for the economies.

What happens when one side of a trade gets too crowded?

Faisal Humayun submits: This article looks into the factors impacting the short to medium term trend for commodities. Over the long-term, there is no doubt in my mind that every portfolio should have commodities and commodity related stocks for long-term. With the demand for commodities driven by 2.5 billion Chinese and Indians, the current bull run for commodities is still at a relatively early stage.