Northern Empire Resources

Northern Empire Resources is one gold mining stock which seems to be trading under the radar. That means that it's still cheap for investors to buy. When I look into a miner there are 4 criteria that determine the quality of a project: management, resources, funding, location.

Read the analysis here.

China power consumption rises in September 2017

China is in recovery mode as September China Power Consumption is up 7% yoy.

 

Silver Supply and Demand

What is interesting is that there is no concensus on what the silver supply and demand is these days.

Metals Focus says this, while the Silver Institute says this.

Copper/Gold Ratio Vs. 10 Year Bond Yield

Gundlach says that the copper/gold ratio is correlated to the 10 year bond yield. A higher copper/gold ratio is a sign of inflation and in inflationary environments, bond do not do well (higher bond yields).

More Signs Of An Inflationary Recession Are Building Up

Inflationary times are coming. Based on a higher deficit, higher debt, rising bond yields, deterioration in the economic leading indicators, flattening yield curve and closing of the output gap, we can be fairly sure that a period of recession will come in a few years and it will be an inflationary one. We can prepare for this by buying one of the most underpriced assets, which is precious metals. Or you can buy bitcoins, which is an alternative way to divest from the U.S. dollar. Equities will do well in inflationary times, but I wouldn't consider it as valuations are pretty high already.
In this analysis I'll give you an outlook on the market.