Chart of the day: good timing for adding Metals & Mining in your portfolio

in #money7 years ago

Yesterday the Dow Jones Index closed above 22.000 with the Price/Sales Ratio above 2x. At its current record level, the P/S ratio leads us to one of two conclusions: 1) Investors are extremely optimistic about future economic and earnings growth or 2) Investors are once again in an equity bubble.

It's not worthy to fight the trend (or the FED) but it can be a good idea to add some gold & silver companies to hedge a possible drawdown. As can be seen in the charts below the timing can be good:

a) The SPDR S&P Metals & Mining ETF is trying to break the 9 year bearish trend. It would be good to monitorize this possible breakout.

s&p metals and mining.gif

Source: Bloomberg

b) Long Gold Positions measured by the Commitment of Traders, which is a good contrarian signal, is bottoming.

cot vs oro.gif

Source: Bloomberg

Best regards

@ayusor

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22 k and ascending. Let´s say thirty three.

Remember great Bob: "Steem it up, Steem it up Baby, Steem it up"

Thanks @ayusor ! I'm only just starting to see the bigger picture of stocks in amongst the cryptocurrency boom