Friday, September 9, 2016

Switzerland and Norway Begin to Massively Accumulate Precious Metals Mining Shares - Nathan McDonald

Events are moving behind the scenes. For decades, Western Central bankers have told the masses that gold is a barbarous relic. They have encouraged us to shed its protection and move into the sanctity of their highly corrupt and highly manipulated fiat assets.

They know that the physical precious metals market is limited, tight, and scarce. They also know that if they simply printed $1 billion worth of fiat money out of thin air and moved it into physical, then they would risk blowing the market apart, sending prices potentially catapulting higher. 

Since they are not yet willing to face the wrath of the other Central Bankers around the world, they did the next best thing. They bought shares in the gold mines themselves.

DYI Comments:  Gold and the precious metals mining shares do have further to run on the upside.  Of course the easy days of "shooting fish in a barrel" have long since past. That was during the accumulation from 1998 to the year 2002 when gold and precious metals mining stocks went firmly into the bull market's investment stage lifting off for high returns then topped out into a massive cyclical bear market.  That bear market has been completed and have entered into a new cyclical bull market for gold and the miners in general.  However, our starting point in no longer at the accumulation phase.  This "kick off" has started at it mean or right in the middle.  DYI's sentiment indicator illustrates this:
   

Market Sentiment

Smart Money buys aggressively!
Capitulation
Despondency
Max-Pessimism *Market Bottoms*Short Term Bonds
Depression MMF
Hope
Relief *Market returns to Mean* Gold

Smart Money buys the Dips!
Optimism
Media Attention
Enthusiasm

Smart Money - Sells the Rallies!
Thrill
Greed
Delusional
Max-Optimism *Market Tops* Long Term Bonds
Denial of Problem U.S. Stocks
Anxiety
Fear
Desperation

Smart Money Buys Aggressively!
Capitulation   

If gold and the miners move upward smartly over the next few months along with institutional support I'll move my indicator upward to Optimism placing gold back into the investment phase.
Image result for dow gold ratio
The Dow/Gold Ratio clearly shows the how far this secular bull market has run.  The easy days on a valuation/historical basis has passed.  There remains more to run and that is reflected in DYI's model portfolio.
 Updated Monthly

AGGRESSIVE PORTFOLIO - ACTIVE ALLOCATION - 9/1/16

Active Allocation Bands (excluding cash) 0% to 60%
85% - Cash -Short Term Bond Index - VBIRX
15% -Gold- Precious Metals & Mining - VGPMX
 0% -Lt. Bonds- Long Term Bond Index - VBLTX
 0% -Stocks- Total Stock Market Index - VTSAX
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DYI

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