1) The ARCA Gold BUGS/gold ratio
2) The Market Vectors Gold Miners (N:GDX) — down by 22% year-to-date (YTD)
3) Market Vectors Junior Gold Miners (N:GDXJ) — down by 16% YTD
4) Almaden Minerals Ltd (N:AAU) — down by about 30% YTD but up by about 30% over the past 4 weeks
5) Endeavour Mining Corp (TO:EDV) — up by about 90% YTD and at a 12-month high
6) Evolution Mining Ltd (AX:EVN) — up by 125% YTD
7) McEwen Mining Inc. (N:MUX) — roughly flat YTD in US$ terms, but up by almost 20% in C$ terms
8) Premier Gold Mines Limited (TO:PG) — up by about 40% YTD
9) Royal Gold Inc (O:RGLD) — down by 37% YTD. The early-November plunge to the mid-$30s caused RGLD to offer reasonable value — and caused us to become interested in having exposure to this stock — for the first time in several years.
10) Ramelius Resources Ltd (AX:RMS) — up 300% YTD
11) Sabina Gold & Silver Corp. (TO:SBB) — up by about 110% YTD
12) iShares MSCI Emerging Markets (N:EEM) with 12-week moving average — intermediate-term ‘oversold’ and at an 11-year low relative to the S&P500, but very high relative to commodities and potentially ‘on the edge of a cliff’.
