Browse Symbol Stacks: GDX: W5000_RetailSales.jpg

W5000_RetailSales.jpg

Wilshire5000 / Retail sales. Monetary Easy is coming. Gold miner's stocks correction will be excelent apportunity to buy.

Comments

jonnievegajonnievega
I wonder if this time it is met with an even more muted response from the markets.... 5/14/16
DimonDimon
Considering recent gold miners stocks behavior, in case of monetary easing 1 - 2 year rally is very likely. 5/14/16
jonnievegajonnievega
Agreed on the metals and miners,..as well as perhaps other commodity complex. the way they are behaving lately, they've gotten the early look on the rally. It's not entirely due to dollar decline. Definitely sensing a little QE4 front running. Hoping we get a slight sell off down to 1950 or lower to get positioned right. Perhaps a more notable sell off would create the catalyst and the will of the fed. 5/14/16
DimonDimon
Be careful with commodities for now. I guess one of the source of commodity wide-sector rally is money supply growth of China. It rose from 3% last summer to 22% as of March this year (YoY % change). They stimulate inner demand to save their oversupply-suffering economy. Without FED accompany China central bank can't do it for long. If China money supply growth rate turn to decline then commodity market crash! Beware https://research.stlouisfed.org/fred2/graph/?g=4tDV 5/15/16
DimonDimon
I guess it happen this year 5/15/16
jonnievegajonnievega
Makes perfect sense. FED won't be as eager to accompany as Nov approaches, so I see what youre seeing there. 5/16/16
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