Korelin Economics Report

Jordan Roy-Byrne – Without A Breakout In The Gold To S&P Ratio There Won’t Be Legs To The PM Bull Market

Jordan Roy-Byrne, Founder and Editor of The Daily Gold, joins us to outline that the key determinant factor for a real bull market in the gold, silver, and the precious metals mining stocks will be when gold decidedly breaks above the S&P 500 on the ratio chart.    We go on to discuss how there are plenty of historical periods one can point to as evidence that the gold and silver mining stocks outperformed and diverged from the US general equities in prior bear market periods. He points out that really what we are seeing presently in the markets is more akin to what we saw play out in the 1960’s, more so than the analogies to the 1970s many pundits have put forward.  

We wrap up by having Jordan address the pushback we’ve heard to this thesis, mainly that the precious metals sector can break to a new bull market without the general equities correcting or without the divergence, or that in a bear market the PM equities would just tank along with other markets in a sell everything event.   Jordan outlines why historically and with the data we have, neither of those counter positions really are evidenced.

 

 

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Click here to visit Jordan’s site, The Daily Gold.

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