Posts by JRB:

Is gold becoming a risk-off asset?

Gold is positioning itself contrary to risk-on assets — it has detached from the stock market and that is a good thing.

Gold mining margins will expand further

The financial crisis was a major catalyst for the gold mining industry. Gold surged against oil and industrial metals. These ratios held their ground and are reaching higher levels once again.

Will a Bear Market in stocks hurt gold stocks?

The relationship between gold stocks (while in a secular bull market) and the broad market (while in a secular bear market) is difficult to diagnose and that is what makes it so interesting.

Precious Metals: keep it simple

This weekend I had a conversation with a fund manager friend who I admire. He lives in the Asia-pac region and has tremendous knowledge of and insight into markets.