Druckenmiller, Warsh – Interesting segues at the Sohn conference
Every year the hedge fund and money management elite gather at New York’s Lincoln Center for the Sohn Conference where they elaborate on their view of the markets and the economy. They also provide...
View ArticleCredit Suisse goes positive on gold
With the steady drizzle on gold’s parade, it’s nice to see something positive come out of one of the big international banks. Credit Suisse is calling for gold to hit $1400 an ounce by the end of the...
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China has now become the biggest fear for markets
CNBC/Patti Domm/5-9-2017 “Stocks are at record highs, the VIX is at a 10-year low, and while investors are relieved the French presidency did not go to an anti-euro candidate, new risks are filling the...
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Gold’s transcendence in the fiat money era
Whenever I am concerned about gold’s price performance, I return to this chart and it restores my faith in the metal without reservations. I could write many paragraphs about what I see here, but I...
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Of inflationists and swamp creatures. . . . .
“This crowd couldn’t sell gold bars to inflationists.” – Today’s lead Wall Street Journal editorial with reference to the Trump administration’s handling of Comey’s termination MK note: Though the...
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Gold vs. Trumponomics
The Alchemist/Dr. Jonathan Butler, Mitsubishi/5-10-2017 “After the dollar and stock market euphoria of late 2016 and early 2017, there are already signs that the Trump reflation trade may be more an...
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The perils of complacency. . . .
. . . in the age of quants and the madness of machines Daily Reckoning/James Ricards/5-19-2017 “In recent decades, mainstream economists insisted that markets are highly efficient, and do a near...
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The story behind continuing strong bullion coin demand
2016 was a very good year for both gold and silver in aggregate global mint sales by Michael J. Kosares I have always considered sales of modern gold and silver bullion coins a bellwether on the...
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Doomsday prep for the super-rich
“Survivalism, the practice of preparing for a crackup of civilization, tends to evoke a certain picture: the woodsman in the tinfoil hat, the hysteric with the hoard of beans, the religious doomsayer....
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Favorite web pages
–––––––––––––––––––––––––––––––––––––––––––––––– Alan Greenspan’s long-time advocacy of gold As most of you already know, former Fed chairman Alan Greenspan is a long-time advocate of private gold...
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Why ‘digital gold’ won’t ever kill off the real thing
The Conversation/Dirk Baur/3-7-2016 “Gold has often been referred to as a relic. But from a behavioural perspective, this may also mean it is ingrained in our subconsciousness and related actions. Put...
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Germany repatriates about half of its gold reserves
“But with Europe stumbling from crisis to crisis, the German public has grown uneasy about keeping the gold abroad. Some even argue the world’s second biggest bullion reserve may be needed to back a...
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The seven ages of gold
“The OMFIF research document – the ‘Seven Ages of Gold’ – contains detailed statistics plotting long-run changes in central banks’ policies on buying and selling gold over seven distinct periods during...
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Past few days a fractal event for the gold market. . . .
OPINION by Michael J. Kosares “In the absence of a credible monetary standard, we expect no escape from the treadmill of rising debt, both US and globally, that outpaces economic growth. Income...
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