| |
|
Free
Articles |
| |
|
From time to
time, the editors of HRA provide
articles to industry related websites such
as Kitco, The Korelin Report and 321Gold.
We also eMail articles to our rapidly
growing Free List for their use and
information. Below is a small
collection of these articles. Enjoy
reading them and be sure to signup to our
Free eMail list to receive these
automatically. |
|
|
|
|
|
|
 |
Capital Contradictions |
Dec 2009 |
Diverse opinions
about the coming year may shift into an
“Inverse Goldilocks” outlook – some areas
are too hot while others are too cold. |
|
|
|
|
Trendy Markets |
Dec 2009 |
The gold price
has swept past the US $1200 mark - in both
directions - so it’s time to check numbers
against concepts and patterns. |
|
|
|
|
Eric Coffin has a
Q&A
with Peter Grandich |
Dec 2009 |
Eric discusses
the markets and other subjects with Peter
Grandich |
|
|
|
|
If the US Weakens Again, What Happens to Metals? |
Nov 2009 |
The announcement of a surprisingly large US
trade deficit for September had some
assuming the US consumer is back in a buying
mood. |
|
|
|
|
HRA Presentation
Montreal 2009 |
Nov 2009 |
“Interest Rates
(Liquidity) and Currencies Driving Metals
and Markets” |
|
|
|
|
Telling the Tale for Metals and
Resource Stocks |
Nov 2009 |
India’s central
bank taking 200 tonnes (6.4 million oz) of
gold from the IMF in an off market
trade has certainly lit a fire under the
yellow metal. |
|
|
|
|
Gold’s New Friends |
Oct 2009 |
Press rumors of
planning meetings to shift crude pricing
away from the US$, plus a 0.25% increase in
Australia’s bank rate, has put some serious
bounce in gold and silver prices. |
|
|
|
|
The Other Carry Trade |
Sept 2009 |
Until the middle of this decade Yen-carry
trade was all the rage. |
|
|
|
|
Time to Cash In? |
Sept 2009 |
The overall
market tone remains bullish though volumes
are still light. |
|
|
|
|
School's Back |
Sept 2009 |
Few are convinced they can read a direction
for the broader markets. |
|
|
|
|
Lending Reversals
East and West |
Aug 2009 |
The chorus
singing of the need to separate commodities
from broader views of market movement
appears to be growing again.
|
|
|
|
|
Metals Snap Back Rally |
Aug 2009 |
The continued
enthusiasm for metals can be tied to a
combination of devaluation of the Greenback
and hopes that western recessions are
bottoming. |
|
|
|
|
|
Decision Time |
Jul 2009 |
The shift
towards a more positive mood became
infectious last week, despite a continuation
of at best mixed results from either side of
the Atlantic. |
|
|
|
|
Currency Clips |
Jul 2009 |
The most notable
decline of the past week or so has been in
the price of crude oil. |
|
|
|
|
Bothered or Becalmed |
Jul 2009 |
The second half
of 2009 will be dominated by differences of
opinion about the depth, length and, we
think most importantly, the geography of the
recession. |
|
|
|
|
Uranium Bull |
Jun 2009 |
This decade has
been a great one for commodities, part of a
longer term secular trend that HRA expects
to last for another 10-20 years, as previous
ones have. |
|
|
|
|
Too Much of a Good Thing? |
Jun 2009 |
There is ample
evidence in the measures we watch that a
more normal commerce, still significantly
reduced from a year ago, has returned to the
3rd rock from the sun. |
|
|
|
|
Who's Got the Goods |
Jun 2009 |
As credit and
markets collapsed during the past year, one
of the more common measures cited as a gauge
of the disaster was the Baltic Dry Index.
|
|
|
|
|
Indecision Time |
Jun 2009 |
As we move
through June, markets look less and less
decisive about the medium term trend. Large
cap indices have flattened out and look like
they are slowly rolling over. |
|
|
|
|
HRA Reboot |
May 2009 |
The greatest
economic realignment since Genghis Kahn took
over Eurasia’s trade routes is continuing
apace. |
|
|
|
|
Old Fashioned Leverage |
Feb 2009 |
Decoupled or not, China
has the cash for a shopping spree, and its spending. |
|
|
|
|
Gold: New Buyers |
Feb 2009 |
Editorial from February 2009 on how the gold market is changing. |
|
|
|
|
2009 - A Happier New Year |
Jan 2009 |
Our
take on what markets and metals might look like as we head through 2009 |
|
|
|
|
