Cartoon Of The Day: Growth vs. Value Stocks

Deep..

Quelle: Twitter @ @NickatFP

Gold, Goldminen: The Midas Touch Consulting Report 12th of October 2016

Das neuste Update: http://us2.campaign-archive1.com/?u=782363159fbc9257a5256cdde&id=be7d36967a

Quelle: http://us2.campaign-archive1.com/?u=782363159fbc9257a5256cdde&id=be7d36967a

Uran-Industrie: Überangebot hält an, Sentiment fällt auf Tiefpunkt, Überlebenskampf beginnt

Hierzu ein aktueller Bericht von Reuters:

Desperate uranium miners switch to survival mode despite nuclear rebound

October 3, 2016

* World nuclear output on the way to pre-Fukushima levels

* Uranium price at decade lows as inventory remains high

* Spot prices below cost of production at most mines

* Miners close pits, sell assets to reduce debt

By Geert De Clercq

LONDON, Oct 3 (Reuters) - The nuclear industry is gradually recovering from its post-Fukushima slump, but excess capacity keeps uranium prices at record lows, forcing mining companies to mothball mines, slice costs and cut debt as they struggle to survive..

Link: http://finance.yahoo.com/news/desperate-uranium-miners-switch-survival-060001134.html

Quelle: stockcharts.com

Quelle: stockcharts.com

USA, Aktienmarkt: Insider-Käufe fallen auf Rekordtiefstand

Während die amerikanischen Leit-Indizes neue Allzeithochstände erklimmen, fallen die Insiderkäufe derweil auf ein neues Rekordtief. Ein weiteres Warnsignal etabliert sich..

Quelle: bloomberg.com

Gold-ETFs: Stärkste Zuflüsse seit dem Höhepunkt der Eurokrise

Das Großkapital kehrt weiter an den Goldmarkt zurück. Vor allem auf der Investment-Seite zieht die Nachfrage seit Jahresanfang massiv an. Die größten Gold-ETFs erhalten signifikante Zuflüsse..

BrExit: Soros, Rothschild und Osborne warnen vor drastischen Folgen

Die Medien-Kampagnen rund um den kontroversen BrExit laufen kurz vor der Entscheidung natürlich wie erwartet besonders heiß. Lesenswerter Bericht auf Zerohedge:

The Big Guns Are Out: Soros, Rothschild Warn Of Brexit Doom; Osborne Threatens With "Suspending" Market

Just yesterday, we recounted the story of "Black Wednesday" when on September 16, 1992, the UK was forced out of the EU’s exchange-rate mechanism, or ERM, when the BOE tapped out and allowed the British pound to float freely, leading to 15% losses in the sterling. As we noted, this was George Soros' infamous trade which "broke the Bank of England" and made the Hungarian richer by over $1.5 bilion.

24 years later Soros is back, and this time he is warning against the kind of devaluation that made him a billionaire and which he believes will be unleashed by Brexit, when in a Guardian Op-Ed he wrote that U.K. voters are “grossly underestimating” the true costs of a vote to leave the EU, saying that there would be an "immediate and dramatic impact on financial markets, investment, prices and jobs."

He predicts that the pound would decline "precipitously", seeing a gargantuan drop of at least 15% and possibly >20% to below $1.15. Considering it has now become trendy for analysts to come up with ever "doomier" forecasts of just how low cable would plunge in case of Brexit, we are surprised Soros stopped there.

Here Soros makes the distinction how the collapse in cable would be different from the one that made him richer by saying thatthis devaluation wouldn’t be “healthy” like the one in 1992 because BOE wouldn’t cut rates, U.K. has large current account deficit and devaluation unlikely to improve manufacturing exports this time. Just don't tell that to the BOJ, which would gladly leave the EU - twice if it had to - if it meant a 20% devaluation.

“Brexit would make some people very rich - but most voters considerably poorer”; “there are speculative forces in the, markets much bigger and more powerful" than the speculators that profited from the 1967 devaluation at Britain’s expense. "A vote to leave could see the week end with a Black Friday, and serious consequences for ordinary people.."

Link: http://www.zerohedge.com/news/2016-06-20/big-guns-are-out-soros-rothschild-warn-brexit-doom-osborne-threatens-suspending-mark

Quelle: Sputnik

Gold-Newsletter Update: The Midas Touch Consulting Report by Florian Grummes - 1st of March 2016

Florian Grummes mit seinem jüngsten, lesenswerten Update siehe unten.

Empfehlung: Hier können Sie sich für den informativen Gold-Newsletter registrieren.

1st of March 2016 During the last two weeks gold has been quite volatile moving between $1,191 and $1,252 without being able to establish a clear trend. So far the consolidation below the recent top at $1,263 has a bullish taste but gold needs to break out above $1,250 very soon otherwise we might be right in front of a multi-week correction. Failing at $1,248 - $1,252 increases the odds for the bears dramatically. At the same time the stock markets are recovering as expected. I would not be surprised to see a large bear market rally until summer. Finally Bitcoin is acting bullish and continues to move within its triangle pattern. With my recommendation to buy Bitcoins below $380 you should be up at least 14.7% already. Don't chase it here. We should get one more chance to buy a dip before the breakout above $500 will happen. Interview with Commodity-TV on February 22nd  For now I will continue to write a bi-weekly free update focusing on Gold and Bitcoin. If you like my work I´d be very grateful if you could support me with a donation. Any amount is welcome. I will honor your trust in my work. To your success, Donate via Paypal

Bitcoin within a multi-month bullish triangle consolidation Since my last analysis the price for one Bitcoin is up 9,5%. It looks like the suspected triangle formation is playing out. This means Bitcoin should advance towards $480 - $500 where another pullback is very likely. Overall the price should not fall below $380 anymore otherwise the uptrend-line would be broken. Action to take: Hold your Bitcoins and let your winnings run. Don´t buy here. Stopp Loss: Increase your stopp to $330 Profit Target: $800 Timeframe 6 -18 months Risk($80) / Reward($430) = 1 : 5.4 (very good ratio!!) Position Sizing: Don´t risk more than 1% of your equity. Midas Touch Gold Model on a Buy Signal since February 24th The model went to neutral mode on February 16th but quickly flipped back to a Bull signal. Compared to last week we have the following changes: Gold Volatility CBOE Index Gold in Indian Rupee Gold in Chinese Yuan US-Dollar Daily Chart  New sell signals are coming from: Gold CoT-Report US-Dollar Daily Chart The negative seasonal outlook as well as the high commercial net short position are delivering sell signals while the market technically speaking is still in a very bullish mode. The trend is your friend until it breaks. Moving above $1,255 will flip the "Gold in USD Daily Chart" to a buy signal. Overall a clear bullish signal. Gold within bullish consolidation Gold is acting very bullish. Any pullback is being bought and despite a stronger US-Dollar gold is holding up very well. It seems like the ETF demand is putting the physical market under pressure. The ETF liquidation which had a huge impact on the gold market during the last four years is being reversed now. Everybody wants to have some insurance in his portfolio. The GLD Gold Trust holdings have increased by over 51 tones in just the last two weeks.  The professional hedgers and the paper speculators have not been able to keep the prices down while the commercial short position has risen to its highest level since last october making the market more and more susceptible. Yet the price action is not delivering any bearish signal so far but many traders obviously doubting gold´s recent strength and keep on shorting the market. The surprise still favors the upside. The next price target would be $1,310 which would mean a breakout above the three year downtrend channel. At the same time all this bullish action during the last two weeks has been happening clearly below the recent top at $1,262. The longer the bulls are not able to push gold sustainably above $1,240 - $1,250 the more vulnerable the market will become. A decision is imminent and likely to happen this week. I have expressed my bearish concerns in the last two weeks but it seems like I have been a bit early. Rather the market has been going sideways. Right now I prefer a neutral standpoint and will let the market tell me which way to go. Although it´s tempting to short gold there is no setup that justifies such a countertrend trade at the moment. Action to take: Nothing. Stay at the sidelines but plan to buy with both hands once Gold is pulling back towards its 200MA ($1,131). Investors should continue to buy with both hands if Gold moves below $1,140 again until you have at least 10% of your net-worth in physical Gold and Silver. Portfolio: We bought Bitcoin at $372. New stopp at $330. Profit target $800. Plan to hold for a couple of months. Buy Gold at $1.140 with a stopp at $1.100. Mostly likely we will have to wait until spring for this trade to become possible. Buy GDX (Market Vectors Gold Miners ETF) at and below $15.45 with a stopp at $14.00 Buy GDXJ (Market Vector Junior Gold Miners ETF) at and below $21.15 with a stopp at $19.00   Watchlist: DRD Gold (DRD)  Endeavour Silver Corp. (EDR.TO)  McEwen Mining (MUX.TO)  MAG Silver Corp. (MAG.TO)  United States Oil Fund (USO)  Agriculture ETF (DBA) iPath Bloomberg Grains Total Return Fund (JJG)    Track-Record: We got stopped out of our gold short position on January 4th at $1,083 for an outstanding gain of $97/contract or 8.2% (=8.08R). Long-term personal beliefs (my bias) Officially Gold is still in a bear market but the big picture has massively improved and the lows are very likely in. If Gold can take out $1,307 we finally have a new series of higher highs. If this bear is over a new bull-market should push Gold towards $1,500 within 1-3 years. Long-term price target DowJones/Gold-Ratio remains around 1:1. Long-term price target Gold/Silver-Ratio remains around 10:1 (for every ounce of gold there are 9 ounces of silver mined, historically the ratio was at 15:1 during the roman empire). Long-term price target for Gold remains at US$5,000 to US$8,900 per ounce within the next 5-10 years (depending on how much money will be printed..). Fundamentally, as soon as the current bear market is over Gold should start the final 3rd phase of this long-term secular bull market. 1st stage saw the miners closing their hedge books, the 2nd stage continuously presented us news about institutions and central banks buying or repatriating gold. The coming 3rd and finally parabolic stage will end in the distribution to small inexperienced new traders & investors who will be subject to blind greed and frenzied panic.  Bitcoin could become the "new money" for the digital 21st century. It is free market money but surely politicians and central bankers will thrive to regulate it soon. Facebook Twitter LinkedIn Website Seeking Alpha BitGold Email SoundCloud Forward Share Tweet +1 Share

Minenkonzerne: Am Ende des Bärenmarkt-Zyklus angekommen?

Es spricht mehr und mehr dafür, dass die Minenkonzerne das Schlimmste überstanden haben..

Quelle: Investec

Gold-Newsletter Update: The Midas Touch Consulting Report by Florian Grummes - 15th of February 2016

Florian Grummes mit seinem jüngsten, lesenswerten Update siehe unten.

Empfehlung: Hier können Sie sich für den informativen Gold-Newsletter registrieren.

15th of February 2016 What a difference two weeks can make....!! Gold has clearly broken out of its falling wedge - earlier than anticipated. The stellar performance during the last two weeks has likely changed the big picture and probably marks the starting point of a new multi-year bull market. But short-term Gold and the mining stocks have become very overbought. The price action during the last two days is sending a warning signal and we are likely going to see a large pullback in spring. The situation reminds me of 2001 (chart) when Gold also shot through the roof only to retrace all the gains pretty quickly. Back then it corrected all the way back to its 50MA within a matter of days. Currently that would mean a test of the breakout level around $1,110 - $1,130. Be very careful here at the moment. I am very sure that the market will give us more opportunities to buy at much lower prices until summer. Just be patient. The other emphasis of my analysis, Bitcoin, seems to follow my scenario of an ascending triangle while the general stockmarket and oil are ripe for a multi-week recovery. For now I will continue to write a bi-weekly free update focusing on Gold and Bitcoin. If you like my work I´d be very grateful if you could support me with a donation. Any amount is welcome. I will honor your trust in my work. To your success, Donate via Paypal

Bitcoin within a multi-month bullish triangle consolidation Bitcoin should continue to run into an ascending bullish triangle for at least a couple more weeks. I hope you followed my recommendation to buy below $380. Now you should be fully invested and just stick to your position. We have been buying weakness within a bullish formation. The breakout above $500 will confirm the pattern and activate our profit target at $800. I like to buy a quiet market with a great fundamental and technical picture instead of chasing an overbought and volatile market like gold is at the moment. Action to take: Hold your Bitcoins Stopp Loss: $290 (28%), we will increase the stopp once we hit $500. Profit Target: $800 Timeframe 6 -18 months Risk($80) / Reward($430) = 1 : 5.4 (very good ratio!!) Position Sizing: Don´t risk more than 1% of your equity. Midas Touch Gold Model on a Buy Signal since January 26th The model remained in bullish mode during the last two weeks. Obviously due to Gold´s strength the bullish mode has intensified. The recent changes include buy signals from: Gold USD - Monthly Chart Ratio DowJones/Gold US-Dollar Daily Chart A new sell signal is coming from: Gold Volatility CBOE Index A neutral signal is coming from: US-Dollar CoT-Report Overall a very strong bull signal. But be aware that it doesn't take much more downside action to flip the signals from Gold in Indian Rupee and Gold in Chinese Yuan to a sell signal. As well the available CoT numbers for Gold do not include last week´s spike! I think we will quickly see my model shift to neutral mode but obviously that is my personal opinion. Until now the model is bullish and has been created to take out any personal interpretation. Gold broke out of its falling wedge Mid- and long-term this bullish and the bottom is very likely in. But short-term Gold is about to fall back within the downtrend-channel of the last three years. Combined with the unsupportive  seasonality until June I think we will see a large pullback starting rather soon. Gold with spectacular and parabolic rise but close to a sell signal With the daily chart we are zooming into the recent price action. Instead of pulling back around $1,140 Gold surprised nearly everybody (including me) and rushed to the upside. But looking forward to the next couple of weeks and months I am now very cautious and even outspoken bearish. To get moe clarity about what Gold can do from here I am going to lay out the three basic directions any market can take: up, down and sideways.  The imminent bullish case: The ongoing pullback this morning confirms a short-term top at $1,263.90 is in place. But if Gold still wants to continue and push higher towards the next target around $1,300 the support zone between $1,190-$1,210 has to hold. As you can see in my model update Gold in Yuan and in Rupee can not fall much lower from here ($1,209) without triggering a sell signal. That means Gold has to stay above $1,205 (today´s low so far is $1,207). So should we get a bounce from here Gold has to quickly regain $1,230 and especially $1,242 to keep the bullish picture alive. In that case we should see $1,300 rather soon. The probability for this scenario is only 15%. The sideways consolidation case: Gold has become very overbought and needs at least a breather. As long as it stays above $1,205 and especially above $1,180 we could see a sideways consolidation. The slow stochastic could stay embedded in that case. The probability for this scenario is 25%. The bearish case: Gold is extremely overbought. RSI and MACD are extremely overbought. Thursday and Friday´s close have been outside the upper Bollinger Bands. The Parabolic Sar will flip to a sell signal below $1,181. Gold stocks are heavily overbought too. Such a first parabolic rise has always been corrected in the past! GDX & Co. usually have retraced 55% of their sharp advances in the past. Sentiment levels are way too optimistic. The Kitco Gold survey has seen three weeks in a row > 85% bulls. The general stock-market is oversold and ready for a bounce. Silver has been kind of lagging the current move. The Gold/Siver-Ratio has not confirmed the recent spike in precious metals. Seasonality is not supportive anymore. We often have seen dramatic sell-offs starting in February or March. I could continue on and on. The probability for the bearish scenario is at least 60% and I expect Gold to fall down all the way back to its 50MA because jumping above the 200MA for the first time since many months usually forces prices to correct at least back to the 200MA more likely down to the 50MA. Conclusion: Gold mostly likely will start a severe pullback towards $1,130 rather soon. But overall the picture has improved and I expect we don't see prices below $1,100 anymore. Action to take: Nothing. Stay at the sidelines but plan to buy with both hands once Gold is pulling back towards its 200MA ($1,130) and especially towards its 50MA ($1,105). Only experienced traders could sell Gold short into any intraday spike towards $1,228 - $1,241 with a tight stopp at $1,255 and a profit target at $1,130. Investors should continue to buy with both hands if Gold moves below $1,130 again until you have at least 10% of your net-worth in physical Gold and Silver. Portfolio: We bought Bitcoin at $372. Stopp at $290. Profit target $800. Plan to hold for a couple of months. Buy Gold at $1.130 with a stopp at $1.100. Mostly likely we will have to wait until march for this trade to become possible. Buy GDX (Market Vectors Gold Miners ETF) at and below $15.45 with a stopp at $14.00 Buy GDXJ (Market Vector Junior Gold Miners ETF) at and below $21.15 with a stopp at $19.00 Watchlist: DRD Gold (DRD) Endeavour Silver Corp. (EDR.TO) McEwen Mining (MUX.TO) Mag Silver Corp. (MAG.TO) United States Oil Fund (USO) Agriculture ETF (DBA) Track-Record: We got stopped out of our gold short position on January 4th at $1,083 for an outstanding gain of $97/contract or 8.2% (=8.08R). Long-term personal beliefs (my bias) Officially Gold is still in a bear market but the big picture has massively improved and the lows are very likely in. If Gold can take out $1,307 we finally have a new series of higher highs. If this bear is over a new bull-market should push Gold towards $1,500 within 1-3 years. Long-term price target DowJones/Gold-Ratio remains around 1:1. Long-term price target Gold/Silver-Ratio remains around 10:1 (for every ounce of gold there are 9 ounces of silver mined, historically the ratio was at 15:1 during the roman empire). Long-term price target for Gold remains at US$5,000 to US$8,900 per ounce within the next 5-10 years (depending on how much money will be printed..). Fundamentally, as soon as the current bear market is over Gold should start the final 3rd phase of this long-term secular bull market. 1st stage saw the miners closing their hedge books, the 2nd stage continuously presented us news about institutions and central banks buying or repatriating gold. The coming 3rd and finally parabolic stage will end in the distribution to small inexperienced new traders & investors who will be subject to blind greed and frenzied panic.  Bitcoin could become the "new money" for the digital 21st century. It is free market money but surely politicians and central bankers will thrive to regulate it soon. Facebook Twitter LinkedIn Website Seeking Alpha BitGold Email SoundCloud Forward Share Tweet +1 Share Disclaimer & Limitation of Liability The above represents the opinion and analysis of Mr Florian Grummes, based on data available to him, at the time of writing. Mr. Grummes's opinions are his own and are not a recommendation or an offer to buy or sell securities. Mr. Grummes is an independent analyst who receives no compensation of any kind from any groups, individuals or corporations mentioned in the Midas Touch. As trading and investing in any financial markets may involve serious risk of loss, Mr. Grummes recommends that you consult with a qualified investment advisor, one licensed by appropriate regulatory agencies in your legal jurisdiction and do your own due diligence and research when making any kind of a transaction with financial ramifications. Although a qualified and experienced stock market analyst, Florian Grummes is not a Registered Securities Advisor. Therefore Mr. Grummes's opinions on the market and stocks can only be construed as a solicitation to buy and sell securities when they are subject to the prior approval and endorsement of a Registered Securities Advisor operating in accordance with the appropriate regulations in your area of jurisdiction. The passing on and reproduction of this report is only legal with a written permission of the author. This report is free of charge. You can sign up here: http://eepurl.com/pOKDb Hinweis gemäß § 34 WpHG (Deutschland): Mitarbeiter und Redakteure des Midas Touch Gold Newsletter halten folgende in dieser Ausgabe besprochenen Wertpapiere: physisches Gold und Silber, sowie Gold-Terminkontrakte. Imprint & Legal Disclosure Anbieterkennzeichnung gemäß § 6 Teledienstgesetz (TDG)/Impressum bzw. Informationen gem § 5 ECG, §14UGB, §24Mediengesetz Herausgeber und verantwortlich im Sinne des Presserechts / inhaltlich Verantwortlicher gemäß §6 MDStV Florian Grummes Hohenzollernstrasse 36 80801 München Germany E-Mail: info@goldnewsletter.de  Website: www.goldnewsletter.de Copyright © 2016 Midas Touch Consulting GbR, All rights reserved. You are recieving this email because you signed up for my newsletter. Our mailing address is: Midas Touch Consulting GbR Hohenzollernstrasse 36 Munich 80801 Germany Add us to your address book unsubscribe from this list    update subscription preferences