Vince Lanci: UBS Now Looking At Gold, Silver Miners Too

Vince Lanci: UBS Now Looking At Gold, Silver Miners Too

with global risks escalating and
geopolitical tensions Rising central
banks around the world are implementing
Diversified allocations translation
they’re selling treasuries and buying
gold welcome to the morning markets and
medals with Vince Lany where each day he
brings you the precious medals in
financial news to get you ready for your
day and now here’s Vince good morning
everyone I’m Vince Lancy and in today’s
market rundown we’re going to talk about
Miners and what happened yesterday
before during and after uh the
runup and then we’re going to talk about
Minor some more but before we do that
let’s look at some
markets let’s see where things are right
now the dollar is up 11 at 10568 10 year
Ys are down two at 468 the S&P 500 is 87
down 13 handles the vix is
1563 up 25 gold is
2346 up 14 and chain hovering near its
highs for the night Silvers 2756 up 14
Weak by comparison but still looks good
copper consistently the strongest of the
metals showing 454 of three and a half
cents oil is up 28 cents natural gas is
down 3 cents at 8469
174 respectively crypto is on the soft
side 64 spot 161 ether ium 3128 down 294
and down 27 respectively padium and
platinum are mixed padium is down 11 at
971 Platinum is up 8 and a half at 9:15
grains are all
down looks like wheat’s leading again
not big very small stuff there all right
uh that’s the gfix
homepage we’re not really big Market
timers but yesterday was one of those
days uh we had a yesterday’s broadcast
was entitled mining’s gold golden moment
and we shared with premium subscribers
our thoughts on the mining industry well
Newmont earnings came out and it rallied
over 10% yesterday uh and we we are long
Newmont and we said as much in the
premium section I’m going to go through
that section verbally uh today in
premium again with some new additional
information for it but for everyone else
we’re going to go through a report that
came out yesterday as well and I think
uh very related to what we were saying
from a different angle uh very relevant
and one of the reasons that the market
rallied now before we get into the
specifics of
it the the uh before we get into the
macro of it the market rally because
there is a lot of buying underneath the
market everyone’s been sensitized to it
they’re looking for their opportunity to
buy so
I’m a a fund manager and I say I’ve made
up my mind I’m going to buy X well you
rarely buy X when the Market’s sideways
professionals don’t buy a market when
it’s sideways because there’s no
liquidity and their footprint will be
very easily seen low volume spike in
volume you just don’t do that you
gradually Buy in or you wait for an
event what we call a liquidity event so
bad earnings come out in the market
sells
you buy in good good earnings come out
in the market rallies you buy in so they
don’t buy unchanged they buy weakness or
they buy strength and that’s because
other than the footprint they want to
see how the market acts to news you know
if it acts really bad uh on bad news
then maybe they’ll watch a little bit if
it acts really good on good news they’ll
wait for the pull back so that’s how
they operate okay so again stay with us
we’re going to go through uh some more
of those uh minations in the in the
premium section but uh what we want to
talk about now is we want to talk about
a UBS story that came
out uh yesterday uh seven reasons to own
mining stocks up there the the six parts
above that that’s the premium from
yesterday that we’re going to go through
again today all right
so comment ubs’s analysts put out a
report yesterday separate from from the
one that I saw um and it goes through in
quite organized detail why you should
own mining stocks now now as if you’re a
mining person you’re going to say I knew
that I knew that I knew that the point
is they all knew it too they’re just
waiting for the timing to matter these
are very timing oriented people they
beat the grass you know for snakes or
whatever they beat the grass for and
when they come back with the right
feedback then it’s time to go and they
believe as do I that the catalyst is now
if you know me I’m a bullion person not
a mining person but I am a stock person
I understand how those work and
uh that’s where we are now we’re going
to be moving towards uh the bullion
phase of things all right so let me read
the seven uh points uh all right number
one with global risks escalating and
geopolitical tensions Rising central
banks around world are implementing
Diversified allocations translation
they’re selling treasuries and buying
gold that’s a bullant comment number two
as us fiscal risks increase investors
are moving funds into gold okay bigger
the debt The More We Buy
Gold number three concerns about being
replaced by cryptocurrencies are no
longer valid my opinion they never were
valid uh I own both uh and I’m not you
know ambivalent to cryptocurrencies I
like them a lot uh but they’re not a
replacement for gold we as we’ve said a
million
times central banks own gold you can’t
do trade with cryptocurrencies if your
counterparty doesn’t Own It number one
number two well there’s a million
Reasons I’m not going to do a gold
cryptocurrency comparison right now
crypto Is Not Gold all right number four
meanwhile macroeconomic headwinds are
turning into Tailwinds for gold tips
yields and a weakening US dollar these
conventional macro factors may drive
gold prices up by another 10% yes what
does that mean well that means when you
have corations in the market you know
strong dollars bearish for gold strong
dollars bearish for gold high rates are
bearish for gold and those things aren’t
affecting the market meaning gold strong
despite a strong dollar gold strong
despite High rates
well when the rates or the dollar
drop you’re going to have a kicker for
gold meaning those correlations aren’t
gone we talk about correlations a lot
here those correlations aren’t gone
they’re resetting at higher levels so in
a bare Market there is no support in a
bull market there is no resistance we’re
in a bull market and give me a reason to
buy gold and silver and now Miners and
you’re going to get it that’s what that
means so uh what is the chart here
simple three Factor model of the gold
price relying on tips right they have a
model and that model basically looks at
three correlations and how gold should
react to them and you know that model is
broken it’s broken on the way down on
the way up it’s doing just fine watch if
the dollar
weakens all the people that still
believe in
correlations are going to buy gold
they’re going to buy silver all the
financial Neo keans are going to buy
everything that’s priced in dollars when
the dollar weakens we will have already
bought that’s how it works with these
people all right number five after
adjusting for inflation gold has not yet
returned to its historical high in real
terms to reach this level gold would
need to rise by 40% okay great news
right but you
know we’ve all known that for years
right but and there’s a Temptation at
least a my part to say we’ve known that
shut up right no the point is we’ve
known
that and you have to give UBS credit
here they recognize it’s on people’s
minds now and you’re just a little bit
early okay maybe you’re a couple years
early but you’re people are catching up
to you now number six Market positioning
I.E overall investor position has not
fully reflected the recent movement in
gold prices meaning meaning domestic us
demand for precious metals and miners is
nowhere it’s zero it’s very
low
that is tied very closely to
correlations
normies people that are Neo kenian
people that follow
Financial correlations have been steered
away from gold and silver and miners
because of the correlation
okay so the rest of the world is buying
because they don’t give a about the
dollar anymore we’re not buying because
the dollar is strong well we’re all
going to buy we meaning the the the
masses are going to buy when the dollar
weakens gold stock valuations are low
with price to earnings PE ratios 40%
below normal rates stock prices should
Rise by 45% again something you all know
about miners right well the catalyst is
here and that’s what I was saying
here mining’s golden moment the catalyst
is here and we’ll talk about that more
in a second all right market news we’re
going to skip that for now but what’s
important is blinking is there so you
can have Market gations because of that
uh expect us to talk tough uh them to
talk kind but it’s what China does after
blinkin leaves China signals what they
really think with their policy the day
after and they’re probably not going to
be happy about it us pce is out today
personal income earnings from Colgate
Exon Chevron and Phillips all right
geopolitics uh blinking
right I just went through the seven
reasons uh let me show
you let me show you a couple
charts all right there’s numont
yesterday okay so that’s a we weekly
chart and Dr and Miller bought in here
well he probably bought on this way down
uh when Dr and Miller and Elliot
bought uh that’s when I paid attention
and bought but nevertheless I was
miserable for a month and I can
understand how everyone else is all
right what I want to show you now is
Numan is a major
right the majors are
here right the juniors are here the
majors are going to outperform the
juniors in this part of the rally they
just are that’s what’s going to happen
now the Juniors will catch up but not in
a timely fashion so you’re gonna have to
be more patient on those anyway um let’s
check the markets again and then we’ll
come back and we’ll do the premium
section all right
gold gold is well Above This level that
I thought was dangerous so
we’re vulnerable for pce today we’re
vulnerable for all kinds of event news
especially out of the Middle East but
the the soup is being made the
ingredients are in it and they’re just
starting to stir it now okay that’s the
way it is have a great day thanks for
watching this morning’s markets and
metals update with Vince Lany brought to
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#VinceLanci: UBS Now Looking At #Gold, #Silver Miners Too

With earnings season for the gold and silver miners now underway and Newmont rising over 12% on Thursday, the attention shifts back to the gold and silver equities. Especially with the higher gold and silver prices in the 1st quarter, which could finally provide the fuel for a significant move higher in the stocks.

So in today’s show Vince looks at a report that just came out from UBS that talks about the miners and what the UBS is recommending to their clients.

Of course Vince also covers the latest news affecting the precious metals markets, and to find out more, click to watch the video now!

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