Recent commentaries

The situation on the general stock market is tense - have they put a double-top, or are they just taking a breather within a bigger rally? Answering this question might be of great importance not only for stock investors, but for anyone interested in gold and silver as well.

With the dollar consolidating at current levels, gains in the precious metals market appears capped. Being invested in precious metals long-term still appears to be a good idea. Small speculative positions could be taken as the local bottom is approached. When price levels are more favorable, leveraged long positions may be well advised.

A glance at the past reveals exactly why the economic crisis today was bound to happen. The credit crunch has a deeper root than the housing bubble: it lies in the trade imbalance between surplus and deficit countries.

When the President of the World Bank said leading economies should consider readopting a modified global gold standard to guide currency movements, it again underlined that gold is one commodity that cannot be kept out of any discussion about the economy. Meanwhile, the precious metals (especially silver) appear to have risen too fast too soon, which means that a consolidation is likely.

China has exhibited strong growth in construction activities over the past decade, leading to a healthy consumption of industrial metals. However, investors and analysts are wary of a bubble plaguing the residential sector like it did in the US. We analyze why China’s residential sector is shaping metal prices and how it is still strong enough to grow considerably (although at a slower pace) to support metals' demand.