Commentaries

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Outer Limits of Monetary Policy and Inflation

The ISM has once again expanded.  Policy is working, so please Dear Mr. Bernanke, begin to withdraw not only a token amount of Treasury bond asset buying in October; make a real statement for the ‘organic’ economy.  Pull all T bond purchases and stop buying some MBS to boot.  You’ll not only help the Fed’s … Continue reading

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As the Debt Ceiling Kabuki Dance Starts Anew…

Inflation spigots are open and running 24/7…   and an economy that needs to purge the excesses keeps resisting the inflation… Within this, we are in a phase where policy makers appear effective because at the margins the economy is creeping toward improvement.  But in the big picture? We see a continuum of 1-2% growth … Continue reading

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Search for Speculative Juniors with the Potential to Soar: Michael Curran

In the fall, an investor’s fancy returns to the market. Michael Curran of Beacon Securities believes that the end of the summer doldrums could result in gold reaching a high of $1,500/oz this year. In this interview with The Gold Report, Curran argues that investors should pay particular attention to speculative plays with modest potential downsides and … Continue reading

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Gold Fundamentals

In our 18th September Update we said that the Fed’s decision not to “taper” was not, in and of itself, meaningfully bullish for gold.

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Send in the Clowns

Last week the Fed treated us to a whipsaw as market perceptions apparently were not in line with the FOMC policy statement, which was basically a punt.  Then the very next day the Fed’s James Bullard  jawboned the media about a possible October Federal Reserve tapering.  Hence, a letter writer was left with images of … Continue reading

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Continental Gold CEO Ari Sussman’s Secret Sauce

Of the 2000 junior resource companies we track, very few have the strength of Continental Gold Corp. It has over $130 million in the bank, analysts believe its 5.5 million ounce Buriticá high-grade gold deposit in Colombia will become a cash cow, its technical and management teams are well-experienced, and when the deposit gets permitted … Continue reading

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Recent Rally in Gold – A Sign of Strength?

According to Reuters, gold is often seen as an inflation hedge (while it is really a system hedge in our opinion) and this safe-haven investment, has fallen nearly 20% this year on fears of an end to easy central bank money, which had propelled it to record highs in 2011.

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