Thank you Callum. I've asked a couple of other precious metals writers to start a 'Commodity Comparative' site. But most are only focused on the values in terms of Dollars, and a chart comparing gold/silver with other solid assets is time consuming and distracts from the business of bullion sales.
Tracking comparisons, as I done for years, allows investors to better understand the economy and to see opportunities in other markets. This is more important for small scale and long term investors than it is for those who trade frequently.
Successful investors win with relative trades rather than simply in dollar denominated balances.
BTW. I'm not afraid of metal prices declining significantly, except in the "Drama Club: including Uranium/Lithium/ and rare earths? Most or the others roughly align with the longterm increase in the money supply.
Thanks Paul, yes my meat and potatoes is global macro/multi-asset, and I cover gold from that perspective so I am happy to be bull/bear/neutral on gold, and more than happy to include other ways of looking at gold and relative value ideas. And definitely open to feedback + ideas.
Agreed, I have found copper/gold and oil/gold to be highly informative, and the gold price itself + in relation to other commodities also informative for commodities as an asset class...
Thank you Callum. I've asked a couple of other precious metals writers to start a 'Commodity Comparative' site. But most are only focused on the values in terms of Dollars, and a chart comparing gold/silver with other solid assets is time consuming and distracts from the business of bullion sales.
Tracking comparisons, as I done for years, allows investors to better understand the economy and to see opportunities in other markets. This is more important for small scale and long term investors than it is for those who trade frequently.
Successful investors win with relative trades rather than simply in dollar denominated balances.
BTW. I'm not afraid of metal prices declining significantly, except in the "Drama Club: including Uranium/Lithium/ and rare earths? Most or the others roughly align with the longterm increase in the money supply.
Thanks Paul, yes my meat and potatoes is global macro/multi-asset, and I cover gold from that perspective so I am happy to be bull/bear/neutral on gold, and more than happy to include other ways of looking at gold and relative value ideas. And definitely open to feedback + ideas.
Agreed, I have found copper/gold and oil/gold to be highly informative, and the gold price itself + in relation to other commodities also informative for commodities as an asset class...