Which way? A Gold Timing exercise

Discussion in 'Commodity Futures' started by themickey, Nov 4, 2021.

  1. themickey

    themickey

    My favorite has for a long time been AEM, AGNICO EAGLE.
    In Australia, a couple of days ago my wife and I bought (fluke timing) CYL Catalyst.
    We both bought some at the same time within a day or so.

    I'm not keen on gold due to its fx type behaviour, I have difficulty timing it.
    My wife though, loves gold, she studies their fundamentals and imo is pretty clever at it.
    Wife, before she met me was partnered to a geologist who was also a trader, so she's a bit clued up. Married now, 2nd time around 10 years.

    But AEM is the best imo. It looks like a very nice swing trading stock, easy!
    There may be some on Toronto exchange, but for me ASX has more gold stocks, better choices.
     
    Last edited: Jul 10, 2024
    #381     Jul 10, 2024
    semperfrosty and vanzandt like this.
  2. themickey

    themickey

    #382     Jul 10, 2024
    aloch, semperfrosty and vanzandt like this.
  3. vanzandt

    vanzandt

    GLD---> $228
    $217 to $228 is a big (actually huge) move for this etf over the course of a week.
    --->Whatever.:rolleyes:
     
    #383     Jul 17, 2024
    semperfrosty and themickey like this.
  4. themickey

    themickey

    There's some fantastic ETF's in US, the crypto etfs in particular are outstanding.
    The ASX is basically a total shit market, brokerage fees sky high, data fees sky high, choices pathetic, brokers pathetic and basically run a cartel, try online to get info and live data on the SPI which is the asx200 futures - nigh on impossible, if not impossible.
    The ASX Co is run by a bunch of old fools who won't retire.

    The only thing going for it is it's very heavily weighted mining stocks, it's bucking bronco cowboy country, so many traders here are forced to trade penny type stocks.

    The main trading chat forum in Australia, won't mention its name, is like a fucking kindergarten, full of pump and dump excited children.

    Sorry to bitch, but America without a doubt has a classy market structure compared to this 50 years behind the times asx.
     
    #384     Jul 17, 2024
    vanzandt likes this.
  5. vanzandt

    vanzandt

    Mick I didn't want to go off topic down there in politics, but gold hit another all-time high. Part of me is worried something is gonna happen and the bottom is gonna fall out of these markets.
     
    #385     Aug 1, 2024
  6. themickey

    themickey

    Gold is interesting in that what the price of gold does and what gold stocks do, are two different things, ie gold price rising does not automatically translate to gold stocks rising.
    This has primarily to do with AISC, all in sustainable costs. Inflation creates headwinds to running a profitable mine.

    Gold like all commodities has its day in the sun. Right now is that time.
    Next year will be different.
    Make hay while the sun shines as it won't last. :)
     
    #386     Aug 1, 2024
  7. vanzandt

    vanzandt

    Black Friday tomorrow.
     
    #387     Aug 1, 2024
  8. themickey

    themickey

    Something to consider.

    GDXJ_Barchart_Interactive_Chart_10_12_2024.png 15 years chart.

    Black bars is GDXJ American gold juniors index down 52%,
    Green is XGD Australian gold sector up 49%
    Red is price of gold in AUD up 222%.

    Results are nothing to write home about.
     
    Last edited: Oct 11, 2024
    #388     Oct 11, 2024
  9. themickey

    themickey

    Making money on gold and beating the index is not that staightforward.


    ^XAUUSD_Barchart_Interactive_Chart_01_07_2025(1).png
    Here is 3 years gold price versus GDX major gold stocks (blue).

    ^XAUUSD_Barchart_Interactive_Chart_01_07_2025.png
    Here the same physical gold USD price versus gold price ETF in AUD.

    ^XAUUSD_Barchart_Interactive_Chart_01_07_2025(2).png
    Versus BITO crypto ETF

    ^XAUUSD_Barchart_Interactive_Chart_01_07_2025(3).png

    Versus Bitcoin USD
     
    #389     Jan 6, 2025
  10. themickey

    themickey

    ^XAUUSD_Barchart_Interactive_Chart_01_07_2025(4).png
    Versus crypto ETF on ASX (CRYP.AX)
     
    #390     Jan 6, 2025