Gary Tanashian's Comment & Analysis
A complete archive of Gary Tanashian's articles, including current analysis & comment - Page 10
Fear, greed and bias reinforcement sell. Reality, at any given time? Not so much. A look at stocks, commodities, inflation, gold and silver through a contrary lens.As I continue to get more...
Inflation trades are fading and gold (NYSE:GLD) is ascending to its rightful place in the disinflationary macro.The favored plan is working out well as we planned the Q4 (2022) – Q1 (2023) rally...
Since projecting the Q4-Q1 broad market rally back in November, we have been managing a macro transition within this rally. Based on the leadership of the Semiconductor sector and Tech, it has been...
Last week we noted two market leadership signals, one positive (Semiconductor and Tech leadership) and one potentially negative (Healthcare relative to the broad market). The potential bottom in the...
We projected a rally to run from Q4, 2022 to or through Q1, 2023. It is technically intact with the Gold/Copper ratio trending down since last summer. What’s more, the global market rally has...
The news is full of articles now discussing how food (staples) producer prices are going to continue rising, how warehouse and distribution channels are pushing inflation higher, and how charges to...
Gold stocks are pulling back from the overbought risk area, as anticipated. Let’s take a look at a rarity for me; a public article discussing a nominal technical situation rather than bopping...
In 2021 and 2022 we called the Federal Reserve “tardy” on several occasions as they doggedly held to their “transitory” inflation stance long after reasonable people (using the...
It seems that all too often lately the gold mining sector is in tow with commodities in general and broad global stocks in its ups and downs. As a leader, but not THE leader of the rally that is fine...
Back in October, we began to plan the prospect of a relief rally that would be fueled by over-bearish sentiment (contrary bullish), ‘Fed hawk’ relief as we anticipated inflation signals to...