The Exodus from US Assets - Michael Howell on Real Vision

Interesting discussion of capital flows

Six Low Capex Gold Mines in Ontario

Canadian Mining Journal review HERE

Pure Gold,
Harte Gold,
Argonaut (not so low capex?),
Gowest Gold,
Treasury Metals,
Sage Gold 

Gold breaking out vs Bonds and Stocks - JC Perets

JC Perets - HERE

Add caption

Value in the Gold Miners - Record Low Price/Cashflow

As at the Gold Tent blog

Lowest Price/Cashflow
Gold Miners offering historic value buying opportunity

Gold Based Crypto

Long list emerging HERE

Including the Sprott Backed Tradewind

"Gold-focused money manager Sprott owns approximately 20 percent of TradeWind and plans to use the platform as a dealer, but said it’s too soon to say whether it will migrate its physical gold trust onto the platform. Chief Executive Officer Peter Grosskopf called the digitization of gold trading “the most important thing to happen to the gold market in the last several decades.”

“Gold has always been criticized as being an inefficient product, a lazy product, a product that’s hard to transact with,” Grosskopf said in a phone interview. “It’s almost as though the blockchain were invented for gold. The marriage of the two, I think it’s going to be incredibly powerful.”

Grosskopf said he sees a day where gold is used as a form of digital cash, supplanting cryptocurrencies and opening up a “completely new user base.”

“It’s a market that’s many hundred times as large as cryptocurrency markets and once it’s fast and it’s secure, why would anyone use crypto?” Grosskopf said. “Every year since the 1970s gold has lost market share to financial assets and I think this gives it a chance to come back against those financial assets.”

Rambus on the Hui

Hui has broken to the downside from the consolidation triangle so decline to 120

HERE

Which Stocks are Scams or Scores - Brent Cook - Marin Katusa - Frank Curzio

Aurion, Novo, Garibaldi, Equinox, Almadex, Almaden, Pretium, Tristar, Northern Dynasty, First Mining Finance, Gold Mining Inc, EMX Royalties

Jordan Roy Byrne - New Low in Gold Stocks Strong Buy Signal

Very similar view to Gann Financial for a new low springboard for gold stocks
HERE

Jeff Kern - Ski Gold - Bearish Gold Stocks Near Term

Similarities to Gann view - drop first then rebound

HERE

Eric Muschinski - Gold Investment Letter - Bullish for Gold Breakout

The Abstract Art of Resource Estimation - Joe Mazumdar - Exploration Insights

Article HERE 
as highlighted at IKN

Gann - James Flanagan - Gold Precedents

Discussion of triple digit increase precedents for gold miners
Drop first then strong rise?

Peter Brandt on Gold

Article
"My bias is that Gold will rip through resistance to commence a new bull trend"

Fred Hickey on the Opportunity in Gold Miners

"So, we have this huge disconnect between the price of gold and the margins of the miners -- which are doing very well because they had to keep their costs low -- and the price of the stocks. Now, ultimately, that will get corrected. We saw the huge run in 2015, where gold went up 30% in the beginning of 2016 and the miners went up 180%. And we saw that in 2000, when gold went up quite a bit, and the miners went up 1600%. That’s 17 times the average. We saw that in the 1970s coming out of the bear market there. We saw that on the big net buyers went up at least 10 times, and some of them went up as much as 30 times. So, this happens regularly when the miners get depressed. They get out of whack with the price of gold and margins, and then they slingshot higher. And that’s what I think we’re about to see.

We’re right there. I think there’s going to be enormous amounts of money entering this sector once again, just as we saw in early 2000s, just like we did coming out of 2015, the bottom, just as we did coming out of the 1970s mid-cycle correction. So, I’m pretty excited about it."

Article / Podcast

Gold Fireworks on the Horizon - Felder

Jesse Felder Report

Interesting juncture comparing to the 1996-2002 period current H&S bottom

Ross Beaty on Gold Price Opportunity & Building Equinox Gold

On the Gold Price Opportunity .....

The End of Easy Money - Davos Debate - Ray Dalio & Central Bankers

Interesting - Feels like Dalio has thought this through the most

AME Roundup 2018

2018 Exploration Geologist Conference

Exhibiting Companies

Coreshack Companies

Coreshack Abstracts / Project Summaries

Rambus Chartology of the Canadian Venture Exchange $CDNX

Good review of the breakout in the Canadian Venture   HERE

Peter Brandt on Gold 2018

"I believe there is a good chance that the precious metals will be an outstanding asset class in 2018 – Gold could outperform Bitcoin in the year ahead."

https://www.peterlbrandt.com/2018-gold-outlook/

Mining Wisdom au Pierre Lassonde

Interesting 

50 Most Valuable Mines

Report Here

Jordan Roy-Byrne on Favouring the Junior Miners

Jordan reviews his focus on the juniors during the progression of a precious metals bull market, (for those convinced the turn in 2016 was the final transition to a bull market).

From the fundamentals, so often repeated by Brent Cook, of falling discovery rates and majors looking to replace depleted high grade reserves, to the investment cycles, leverage and added value of discovery and development.

I would add to this the interesting developments in the GDXJ Gold juniors ETF.
Investors are keen to get exposure to the juniors but the ETF is unable to deploy all the funds without reorganisation and is looking to move more investment in larger companies.
Will some of those investors wanting exposure to the juniors invest more directly into key junior companies? In a bull market as valuations and liquidity increase this should become more feasible.

Cryptocurrencies

I hadn't realised there are now 800-900 Cryptocurrencies.

The entire marketcap for the sector has more than tripled in a year, standing at a total $30bn, adding $10bn in just the last couple of months. 

$20bn of the total market cap is Bitcoin, with only 4 others over $500m.

"Altcoins", I presume non Bitcoin, have quadrupled to $10bn in just the last 2 months.

CoinMarket appears to list and track 800
Cryptocompare lists almost 900

Current promotions by the usual letters.

Traders trading

A number of doubles, triples and 10 baggers in the last 7 days trading!

Fortunes made and lost in the speculative tides.

Caveat Emptor

Hotel California

Sharpest Plunge in Credit since the Financial Crisis (while Stocks Soar)

Ambrose Evans Pritchard at the Telegraph

While stock markets soar there are conflicting signals from credit markets.
Either the stock market is seeing the other side of this, and a huge pent up lending boom for the banks after Trump cuts taxes, or the credit markets are flashing the real signals.

Real Yields and Gold

Market Anthropology notes the upturn in Inflation and falling real yields
(Chart of Inverted real yields, falling, against increasing gold prices)

Gold - Coppock Curves and Bull Market Corrections - Acting Man

 Gold Sector Update 

Coppock Curve in Bull Market

Testing the 200dma

Gold Miners - Attempting 6 Year Breakout - Kimble

Chris Kimble

Eric Coffin Mining Picks

Dating back to the Metal Investor Forum in June 2016

AME Roundup 2017 - Abstracts & Company Discussions with Explorations Insights - Brent Cook & Joe Mazumder

Abstracts are out from the Geologist focused AME Roundup event.

PWC - Junior Mine 2016 - Signs of Life

PWC's annual survey of Canadian Junior Mining, including Top 100 companies.

Deloitte - Tracking The Trends 2016

Deloitte's Review of Issues facing the Miners

EY - Top 10 Risks Mining & Metals 2016-17

Review from EY

Gold Stocks Corrections in Bull Markets

Jordan Roy Byrne's Analogues suggest a 6 month pause.

PWC - Mine 2016 Report - Slower, Lower, Weaker ... but not Defeated

Missed from June 2016

PWC's Annual review and consolidated financials of the Top 40 Global Miners

More State and Fiscal Policy action using free money - Turning points for Bonds?

Ambrose Evans Pritchard highlighting enormous global debt levels, issues with free market capitalism and encouragement by global institutions to government spending and investment, fiscal policy to take the baton from monetary policy, or be supported by monetary policy.

HERE

Acting Man reviews moves by the Japanese Central Bank targeting 10 year bonds to 0% giving governments free long term money to enact plans. Do the Central Banks have such control or can the bond vigilantes influence?

HERE

Steve Saville - Explaining Moves in the Gold Price

Gold price drivers / correlations  

These are traditional flight to safety associations. 

The question will be if bonds turn as interest rates rise, if the Yen weakens due to central bank actions will gold automatically fall?

Jeff Gundlach at DoubleLine

“This idea that fiscal stimulus may be coming seems to be getting sniffed out by the bond market,” Gundlach said. More debt spending may increase the cost of government borrowing by adding supply and making investors demand higher yields...........Gundlach told Reuters this summer that his firm went “maximum negative” on Treasuries on July 6 when the yield on the benchmark 10-year Treasury note hit 1.32 percent. The 10-year now yields around 1.60 percent. All told, Gundlach said he turned short-term negative on gold and gold miners but has not sold any of his firm’s positions.

Long Term HUI Support & Resistance

Review of HUI in various time periods at Acting Man

Gold and Silver Miner Fundamentals - 2016-Q2

Reviews from Adam Hamilton at Zeal
GDX     GDXJ     SIL

A point of particualar note; acquisition activities over the past few years have seen the "Silver Miners" become increasingly gold weighted.
A company like Silver Standard which was an ounces in the ground silver play has acquired gold mines.
Plenty more to the analysis of these companies in particular reserves and resources.
An ETF 'fundamentally' weighted by sales or production would be an interesting comparison in a bull market.

Canadian Venture Holds the 50 Day?

Worth keeping a close eye on this as we move into what are usually the best seasonals for gold and miners, but following an extremely big run this year.
A lot of the bigger indices and ETFs haven't done this.
Will the Venture lead or fold?