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Jordan Roy-Byrne – Gold vs Silver Charts, Not All Stocks Are Benefiting From Higher Metals Prices

Cory
July 31, 2024

Jordan Roy-Byrne, CMT, MFTA, Editor of The Daily Gold joins us to compare the charts of gold vs silver and discuss why stock picking is critical in this market.

 

Recently, gold saw a drop to $2,350 per ounce while silver dropped to around $27.50 per ounce. However, both metals have started rebounding. He emphasizes that gold appears to be at a significant breakout, which traditionally would lift silver along with it, but the technical damage in silver’s chart is concerning. Jordan delves deeper into the technical aspects and future scenarios, including the potential impact of Fed rate cuts anticipated in September and how that could bolster gold and silver prices. Despite the bearish outlook for silver, Jordan discusses his cautious optimism for the sector, highlighting that the underlying economic conditions could trigger a recovery in silver prices if the Fed initiates more rate cuts. 

 

We also touch on the performance of gold and silver mining stocks, through GDX. Jordan further outlines his investment strategy focused on identifying quality companies that offer good value at current metals prices, stressing the need to differentiate between stocks that are merely cheap and those that are truly undervalued.

 

Click here to visit Jordan’s site – The Daily Gold

Discussion
34 Comments
    Jul 31, 2024 31:47 PM
    Jul 31, 2024 31:05 PM

    This was an important month for TLT. It’s going up along with gold which doesn’t bode well for the stock market.
    https://stockcharts.com/h-sc/ui?s=TLT&p=M&yr=11&mn=0&dy=0&id=t6132526890c&a=1741857793&r=1722463438214&cmd=print

    Jul 31, 2024 31:06 PM

    Today was a really positive day in the precious metal’s mining stocks, and really most resource stocks. The vast majority of positions were in the green in the indexes and even in my own portfolio every position was up except for 3 out of 58; and so that includes base metal stocks, diversified royalty stocks, uranium stocks, etc

    We don’t see many days like that in the resource space, so overall fed speak worked out nicely today.

      Jul 31, 2024 31:46 PM

      Fedspeak, only when the memory of hard times has dimmed can confidence fully establish itself, only when confidence has led to outrageous excesses can it be checked.

      If commodity prices start to plunge, we will be in a “Depression”. DT

        Aug 01, 2024 01:43 AM

        It is unlikely for commodity prices to plunge, and most of the resource sector pundits, chart technicians, and even generalists that we bring on the show have been noting for some time that we have been in the first few years of a much longer commodities supercycle, that kicked off in 2020 after the crazy selloffs during the pandemic crash.

        The world needs more raw materials and commodities are going much higher in the years to come, and inflation will be rearing it’s head once again…

          Aug 01, 2024 01:14 AM

          It is also unlikely that when everyone is sitting on the same side of the boat that that it won’t draw water. DT

      Jul 31, 2024 31:54 PM

      Jaye Powell looks tired, puffed out.

        Aug 01, 2024 01:23 AM

        Terry, you could replace Jay Powell, I’m sure even you could do a better job! LOL! DT

    BDC
    Jul 31, 2024 31:20 PM

    Current VZLA targets:
    1:1 = 2.44
    1:1.272 = 2.61
    1:1.618 = 2.82
    Great stock/company!

      BDC
      Jul 31, 2024 31:35 PM

      Current 2.21 is an exact 1:1.272
      off the April 30th low from
      the August 2023 base.

        BDC
        Jul 31, 2024 31:10 PM

        Reaching the ATH (All Time High) of 2.87 this time
        means it is within the Chapman Wave (F) level.
        This usually will mean a deeper retracement.
        However, the alternative is much higher!!

          Aug 01, 2024 01:00 AM

          Vizsla Silver (VZLA) has been on an absolute tear lately, and rightly so… they’ve been slaying it with their exploration results for a long time, and my position has been up triple digit percentages for a long time as well. I’ve traded through the position a number of times after a few dozen trades the last 4 years, and even my most recent position is up triple digits.

          >> Vizsla has been one of the clear standout success stories in the Silver juniors the last few years, and we’ve been following along with the news here at the KE Report, and having the CEO Mike Konnert on for interviews very regularly for 4 years right along side all their stellar execution of their exploration strategy, resource definition, and now a banger of a Preliminary Economic Study. Success leaves clues…

          VZLA was up well over 7-8% most of today and closed in Canada @ $2.91 and in the US at $2.12. Gotta love it!

          ___________________________________________________________________________________

          I just put out an article on Vizsla over the weekend for anyone interested:

          Opportunities in Silver Explorers and Developers – Part 4

          Excelsior Prosperity w/ Shad Marquitz – 07/27/2024 $VZLA $VZLA.US

          https://excelsiorprosperity.substack.com/p/opportunities-in-silver-explorers-93b

            BDC
            Aug 01, 2024 01:08 AM

            Ex – I took particular interest awhile back when Rick Rule
            gave one of his cat-like smiles when recommending it.

            Aug 01, 2024 01:34 AM

            🙂

    Jul 31, 2024 31:32 PM

    With the gold price at $2457 isn’t that at an all-time high! Where are the cheerleaders, is everyone that obsessed with what The Fed is doing that they aren’t looking at Gold.

    I get it The Reserve Board finally met the dilemma by thinking up a new and ingenious scheme “they will look at raising rates in September,” they don’t want politics to alter their decision-making processes. LOL! DT

      Aug 01, 2024 01:39 AM

      Yep, Gold made (yet another) all-time high today, closing at $2473. The gold chart has been a thing of beauty for some time now…

      https://schrts.co/uIywmUZy

      Gold also got up to a high of $2502 in afterhours trading, and is currently at $2487.

      I wonder if the gold producers can make money at these prices? 😉

      Aug 01, 2024 01:24 AM

      Always lurking DT….. no nvidia update today???😉….yes waiting to see how those by elections go….

        Aug 01, 2024 01:13 AM

        Hi Wolfster, two of the bye-elections are being held on September the 16th, one seat in Manitoba (NDP) and The Liberal seat in Montreal, the real prize. All three were supposed to be held by August 5th. I still haven’t got clarification on The Liberal seat in British Columbia. If The Conservatives win Montreal that will send a strong message of change a coming. With The Bloc being involved The Conservatives will have to pull-out all their cannon.

        No flooding for me, I live on high ground. Had that one figured out a long time ago. Regardless the insurance companies are driving up the cost of home insurance by 25% and in some places more. You must have home Insurance, and they know it. DT

    Aug 01, 2024 01:22 AM

    The XAU just had its best monthly close in 31 months versus the CRB; where would you rather be?
    https://stockcharts.com/h-sc/ui?s=%24XAU%3A%24CRB&p=M&yr=25&mn=11&dy=0&id=t7636646744c&a=1121411062&r=1722507570296&cmd=print

    Aug 01, 2024 01:32 AM

    I’m stunned that gold is hitting ATH while silver isn’t even $30…..I honestly thought silver was going to outperform gold on this latest rally. Recession in Canada seems like a no brainer but I’m still so busy. Turning away work as that huge flooding created tons more opportunities. Only have gotten 4 rds of golf in so far. 😞

    Keep up the charts Matthew. Always appreciated….love all the interviews and comments. Cheers.

      Aug 01, 2024 01:53 AM

      I agree, thanks Matthew and Ex and even DT for keeping things interesting… always improving.

    BDC
    Aug 01, 2024 01:11 AM
    Aug 01, 2024 01:12 AM

    One second just passed and The U.S. just spent $74000, chump change for America it is what it is until it isn’t anymore. DT

    https://www.zerohedge.com/personal-finance/what-final-stages-bubble-economy-look-just-collapse-happens

    Aug 01, 2024 01:00 AM

    DUMB DE DUMB DUM ((((((((((((((((((DUM))))))))))))))))))) Nvidia will provide Financial Results on August 28th at 5:pm. EST after the market close. OH OH, I always like it when it is after the market closes! They better be WONDERFUL, or it will be CCCCCCRASHHHHHHHHH!!!!!!!!!! TIME! Remember most crashes tend to occur in the fall but the end of August will do! LOL! DT

    Aug 01, 2024 01:57 AM

    There is a new good interview on Youtube with Peter Grandich interviewing Michael Gentile about the staus of some of his investments. Could be beneficial to those that are thinking of investing in Junior Explorers.

    Aug 01, 2024 01:01 AM

    The turn in silver price lower today was coordinated to perfection with the Kansas City ex fed idiot saying the fed shouldn’t lower rates in September… go figure… what a coincidence.

      Aug 01, 2024 01:33 PM

      Too bad for them the writing is already on the wall. It’s interesting that the S&P, Nasdaq, Russell are down more than silver today and also in the red for the week while silver is up almost 2% and gold and TLT are up more. Like I said yesterday: This was an important month for TLT. It’s going up along with gold which doesn’t bode well for the stock market.
      Yet again, down-day volume is wimpy. For example, yesterday’s 15% move in IPT happened on over 3 times today’s volume (with 27 minutes to go).

    Aug 01, 2024 01:36 PM

    COPX filled yesterday’s big gap and speed line support is holding…
    https://stockcharts.com/h-sc/ui?s=COPX&p=D&yr=1&mn=1&dy=0&id=p41904492494&a=721295137