Korelin Economics Report

Dave Erfle – A Number Of Positive Macroeconomic And Technical Factors Stacking Up For Precious Metals

Dave Erfle, Founder and Editor of the Junior Miner Junky, joins us review the more volatile moves in the gold stocks compared to other sectors, and the technical levels and economic data he is watching in the near-term.  As we get ready to close up the month of November, it appears gold will be putting in a green monthly candle, after 7 prior red monthly candles.  In addition, both GDX and GDXJ have broken up to higher levels which is a more bullish overall posture.

 

There is also a number of key economic reports coming out over the next few days with the Q3 GDP, JOLTS Report on job openings, PCE inflation data, ISM PMI manufacturing, Powell’s address, and the Non-Farm Payroll Report for jobs data. We should expect a lot of chop and market volatility on the back of all this data, as investors assess what it means for Fed policy moving forward and the health of the economy.   Other key factors moving the markets have been concerns over the China reopening from its repressive Covid policies, the large increase in central banks buying of gold recently, and the trend of more countries exchanging gold for oil, bypassing the petrodollar.

 

We wrap up by discussing what factors will get more generalist investors interested in the PM sector, and how the crypto crash will not be a headwind on the next move higher, but how it could be a tailwind. Dave outlines some strategies he looks for with volumes and daily trading candles to signal that the majority of tax loss selling may have been exhausted in junior mining stocks, and when and where he likes to add to positions within his portfolio.

 

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Click here to learn more about Dave’s newsletter – The Junior Miner Junky.

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