Stewart Thomson
President of Graceland Investment Management
Stewart Thomson is president of Graceland Investment Management (Cayman) Ltd. Stewart was a very good English literature student, which helped him develop a unique way of communicating his investment ideas. He developed the “PGEN”, which is a unique capital allocation program. It is designed to allow investors of any size to mimic the action of the banks. Stewart owns GU Trader, which is a unique gold futures/ETF trading service, which closes out all trades by 5pm each day. High net worth individuals around the world follow Stewart on a daily basis. Website: www.gracelandupdates.com.
Stewart Thomson Articles
The fear trade for gold continues to gain fundamental strength. The technical picture is also solid. Gold is poised for significant upside action in the second half of this year. A large bull wedge is in play as institutional investors...
“Buy in July to watch your gold stocks fly!” That’s a time-tested mantra from “Goldlion”, who picks the junior mining stocks for my Graceland Juniors newsletter.
The short seasonal rally for gold that typically follows India’s Akha Teej holiday (May 7 this year) is in play but this time it is being “juiced” by a major US stock market meltdown! In a game with nine innings, the US business cycle is...
There has been an uptick in market risk over the past couple of weeks, and that’s being reflected in dollar-yen and dollar-gold.
Gold stocks tend to become extraordinarily volatile during weeks that feature multiple key fear trade events. As the month of May begins, gold stocks are faced with a FOMC meeting and the US jobs report.
The weak physical demand season continues to cause gold to drift with a clear but modest downside bias. Despite the swoon, most top bank analysts are extremely positive in their outlook for gold in the second half of the year.
Global stock and bond markets continue to be driven by the macros of a possible trade deal, accommodative central banks, weaker earnings, continued stock buybacks, and rising government debt.
Chinese economic growth is probably the main driver of both physical gold demand and the global bull market in stocks. I’m invested in China through ETFs, bank stocks, and… gold! With the possible exception of HSBC, most analysts in the...
There’s a time for gold stocks to rally… and a time for consolidation and retracement. Please click here now. We have joy, we have fun, we have gold price seasonality in the sun?
This is the long-term gold chart. Fundamental and technical analysis are both strongly supporting gold’s rally towards the key $1400 area. Having said that, COMEX price action mainly reflects action in the physical market and this is the...
