Expected Returns

These are the kind of days I live for as an investor since I love volatility, fear, and general market confusion. I’ve been waiting for weakness to cover my shorts and buy on dips. Well here we go, I am slowly buying the dips here in stocks. As for gold, I feel obligated to add a small position … Continue reading

Investing fascinates me because people can have the exact same data and come to completely different conclusions. We can look at the same charts and trade in different directions. Ultimately trading is a zero sum game: when one person loses 50% on the short side, another person makes 50% on the long side. Based on the profits being … Continue reading

The outright melt up in most assets has emboldened investors to step in on the long side (finally). I’ve been saying recently that I don’t think it’s the best time to buy either stocks or gold. Objectively speaking, there is way too much bullishness in both asset classes. In fact, I’ve been trying to prepare … Continue reading

As gold hits another high this morning, allow me to reiterate that you are witnessing something historic. This is the kind of move that most people will misplay and learn to regret. The hardest thing to do right now as a gold investor is to hold, so crudely, this is exactly what you should be … Continue reading

Currency wars are just one more piece to the ever-evolving puzzle called the global debt crisis. The rhetoric surrounding competitive currency devaluations- centered primarily in the U.S.-  has intensified in recent months. It appears  our leaders are coming to grips with the fact that there is only one way out of this crisis, and that is via … Continue reading

Since I am often asked by people how to invest in this gold bull market, I wanted to take some time to address these questions in a post. My main focus as an investor isn’t worrying about choosing between gold juniors, gold seniors, physical gold, or other minor aspects of gold investing. My primary concern is … Continue reading

Precious metals investors have long been waiting for an upside breakout in silver…..

Source: http://www.expectedreturnsblog.com/ We are on the brink of a major parabolic move in gold that will coincide with peak bond bullishness and deflation fear mongering. This stems from the very basic misunderstanding of what “quality” is in a debt crisis. History is a great thing. It allows you to confirm that yes, people were just as … Continue reading

It appears the gold rocket launch is underway, which of course means that gold permabears will soon go into hiding. Was it really only 10 days ago that weak hands were panicking; Dennis Gartman…..

Victor Sperandeo is an experienced and well-respected trader who has previously traded for George Soros. He sees a good chance of hyperinflation developing in America, saying “If you research history there have been 30 occasions of hyper-inflation, all the numbers that take place 100% of the time in the other 30 occasions are here.” Some … Continue reading

Amidst all the wreckage in the gold market lies the fact that we are forming what I believe to be a bottom in this intermediate term decline. I cannot emphasize enough how the key to trading this market is to buy weakness with both hands while others are running for the exits. It is not the time … Continue reading

There are certain periods of time in history when seemingly obscene prognistications are right. I believe we are in one of those times. It is at times like these that “conspiracy theorists” (whatever that means) become what I like to call “reality theorists.” Economic shocks come from nowhere. One day the global economy is humming along; … Continue reading