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September 22, 2011

BMR Morning Market Musings From Rouyn-Noranda

Rouyn-Noranda, Quebec

A loss of confidence is the theme this morning…markets are rapidly losing confidence in the general economic outlook, not to mention the ability of political leaders (and institutions) to effectively manage the current difficulties…assets are taking a hit across the board today…as of 10:45 am Eastern, Gold is off $54 an ounce at $1,727 while Silver has dropped $2.74 to $36.88…Copper has fallen below key support we outlined yesterday, confirming in our view that a significant global economic slowdown is now upon is…Copper has lost 27 cents to $3.53, its lowest level since September of last year…Crude Oil has fallen $4.08 a barrel to $81.84 while the U.S. Dollar Index has climbed two-thirds of a point to 78.44…folks, this is not a pretty picture…what’s makes the difficult economic situation in the United States and Europe even more problematic is the lack of political leadership…the United States is beset with one of its worst Presidents in history who’s also a lame duck with the 2012 elections likely to seal his fate (at the moment, though, there is no obvious successor)…the political climate in the U.S. is miserable and it’s likely only going to get worse…given the Fed’s warnings yesterday regarding the economic outlook, and fresh numbers this morning showing the private sector in retreat in China and Europe, economic conditions around the globe are likely to deteriorate though whether we actually enter another global recession is open to debate…

As John has repeatedly stated in recent weeks, Gold is in a consolidation stage and is vulnerable to drop even more…keep in mind we’re anticipating a powerful reversal to the upside during the fourth quarter that could carry the yellow metal past $2,000 an ounce (and producers in particular should explode)…below is a 6-month daily chart for Gold from John based on yesterday’s close showing the various support levels…

Below is a Gold chart we posted about a month ago when John brought up the possibility of Gold declining to just above $1,600 per ounce – that appears to be the worst-case scenario and wouldn’t even put a dent into Gold’s long-term bull run…

Support has not held on the CDNX at 1700 or 1675 and the Index has plunged to 1617 as of 10:45 am Eastern, a decline of 87 points…this is now looking more like a bear market than a bull market looking for a bottom…more than ever, it’s important to focus only on juniors with strong cash positions, superior management and high quality (preferably advanced-stage) projects…even the companies with great properties are taking a beating at the moment…Kaminak Gold (KAM, TSX-V), which is developing its Coffee Project in the White Gold District of the Yukon, has slipped to $3.12…it’s clearly in oversold territory but in this market many investors are afraid of trying to catch a “falling knife”, no matter how solid a company may appear to be…below is John’s chart update for KAM

We are clearly in a period of intense market volatility and during times like this, pricing mistakes occurRichmont Mines (RIC, TSX), for example, plunged almost $2 per share this morning from yesterday’s close of $13.10…15% was wiped off the company’s market cap in just 30 minutes of trading…it has since bounced back to $12.53…indiscriminate selling by investors always occurs during times like this as common sense is thrown out the window and emotions rule…yes, the market very much operates on greed and fear…

11 Comments

  1. At BullMarketRun (BMR) we approach the handling of money from a biblical perspective and this is an important topic we will be sharing with our readers (and listeners) as the site continues to develop. It’s been over two years that your are saying that you will be sharing your biblical tricks on how to invest on the ventur. I THINK FOR MANY HERE THEY WILL NEED A MIRACLE TO REGAIN THERE MONEY. I think it’s time to talk about it now…. lol

    Comment by Andre — September 22, 2011 @ 7:07 am

  2. andre – being a long term investor in speculative penny stocks is not the answer. you have to be a trader, not investor. there are not many stocks like RIC, they are few and far between. Just my 2 cents worth

    Comment by dave — September 22, 2011 @ 7:10 am

  3. Dave I agree with you 100 % . I am trying since the start of this website to put them on guard because it’s very dangerous to invest on the VEntur. 90 % of investors loose there money investing in these type of stocks. As you can imagine few listen.

    Comment by Andre — September 22, 2011 @ 7:16 am

  4. VGN on the up today on higher volume – maybe …just maybe something might be stirring? One can smoke some hopium :). Horrible day on the markets, but ‘Bernanke put’ or no put – the fundamentals for PM remain very strong. Massive debt, dont lose sight. The Debt aint going away despite intra-week market machinations. Watching carefully for buying opportunities here.

    Comment by Hugh — September 22, 2011 @ 7:25 am

  5. I read an article last night where we could see 2008 all over again. The govt. is gonna let the banks go belly up this time. Porter Stansberry has just put out an interesting book called the end of america. Its great for gold, but not necessarily gold stocks. Accumulate the metal itself.

    Comment by dave — September 22, 2011 @ 7:48 am

  6. Why not for gold stocks?

    Comment by Hugh — September 22, 2011 @ 8:10 am

  7. Of all the stocks on my list, VGD is the only one in Green!

    Comment by Alexandre — September 22, 2011 @ 9:04 am

  8. WHY IS TAKING SO LONG FOR VGD TO REPORT ON THE HOLES DRILLED ARE THEY HOLDING BACK BAD NEWS

    Comment by gil — September 22, 2011 @ 9:17 am

  9. I hope they VGD do not release anything into this mess, no one would even notice anyway, this too shall pass.

    Comment by GREG H — September 22, 2011 @ 10:20 am

  10. Can anyone say doulbe dip recession…..oops i said it.

    Comment by Ed — September 22, 2011 @ 10:45 am

  11. All (the ones I particularly mentioned) stocks are in red today… SFF down only 1 cent and closed at 21 cents. The one probably will be the one to jump more quickly with good volume when the market has a rebounce. GBB stayed above 30 cents and closed at 31 cents, down another two cents. My sixth sense for this one is still 26 cents at buy low point. I doubt very much it can stay above 30 cents. BER , my favorite stock went down another 2.5 cents , closed at 17.5 cents… I suffered some losses but my sixth sense still in favor in this one. SD closed at 2 cents and soon, it will go to 1.5 cents. VGD dropped another 2.5 cents and closed at 30 cents and this is too much. TYP closed at 68 cents and I managed scooped some at 70 cents. Thanks for dumping. It appears that the falling of overall stock market will continue … for another 10% adjustment and rebounce ability will be weak. Therefore, it will be trading in descending mode… TSX comp. index may hit 11,100 points… another 3.5% adjustment….

    Comment by Theodore — September 22, 2011 @ 1:23 pm

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