Gold and Gold Miners

Published on: April 14th, 2018

Gold has reached a decision point for enthusiasts and agnostics alike. A modest push higher from here will provide the spark required to re-ignite interest in Gold Miners.


  • FM
    Fraser M.
    15 April 2018 @ 11:19
    Julian - $100bn equity inflows versus the relatively small inflow into commodities looks impressive but how does this look historically given the different size of the respective markets?
  • MG
    Miguel G.
    16 April 2018 @ 11:10
    Julian, while I agree with your bullish bias in metals the timing of entry worries me. I personally look at the US dollar as a safe haven play 2H of 2018 which I think steals the show from gold in the short run, and probably the last wash out for gold before the real bull begins. What are your thoughts when it comes to the US dollar breaking out this year and what implications that has on gold. Also, the gold move we saw last week seems awfully noisy from a sentiment perspective due to geopolitical news. Gold is a tricky animal and just on my gut instinct it reeks of a trap.
    • JC
      Jonathan C.
      23 July 2018 @ 12:41
      Great call Miguel...
    • JM
      Joeri M.
      18 April 2018 @ 20:52
  • WE
    William E.
    16 April 2018 @ 19:28
    Thanks Julian!
  • DY
    Dmytro Y.
    26 May 2018 @ 14:39
    Julian , are you still bullish Gold and gold miners here especially given your very bullish view on US Dollar in the near term ( your target of EURUSD 1.15-1.05)? Thank you
  • DY
    Dmytro Y.
    18 August 2018 @ 15:02
    by the way, the April advise and bullish view on Gold clearly did NOT work, were loss making. More interestingly, as to why Julian was offering this given his bullish Dollar view!?