Commentaries

As we’ve discussed recently, persistent deflationary forces do not augur for a repeat of Japan circa 1990s or the US in the 1930s. Instead, because of the inability of governments to finance their current and future debt burden (there is a dearth of domestic savings and global capital), deflationary forces will ultimately lead to severe … Continue reading

The popular SPDR Gold Shares ETF (NYSE:GLD) has seen some huge additions to the “tonnes in the trust” in recent days, 16.7 tonnes showing up on Monday and 30.4 tonnes added yesterday, the biggest single-day increase since February 2009. So far this year, a total of 134 tonnes have been added to the trust, nearly … Continue reading

It’s been an exciting week for traders as volatility levels are through the roof and the broad market is moving up and down like a yoyo. You cannot take your eyes off the screen if you have a large amount of money invested as you can quickly find yourself with a large profit or loss … Continue reading

This essay is based on the Premium Update posted on May 21th, 2010 The recent carnage on the general stock market corresponded to a visible downturn in the mining stocks, which consequently caused many PM Investors to be worried about the future performance of their PM assets. In the following essay, we’ll provide you with … Continue reading

Replacing most of Europe’s colorful notes and various coins less than a decade ago, the euro is on the brink of extinction, according to Trader Tracks’ Roger Wiegand, sharing news and views of Euroland’s critical condition with Gold Report readers in this exclusive interview. Roger says the euro at $1.20 is the “line in the sand where big trouble will start. . .and that’s dangerously close.”…..

By Neil Charnock www.goldoz.com.au News just to hand informs me that Spain is just about to do a “Greece” as their banking system is without funding. In the end this is not about maintaining global growth or the European Union it is about the survival of the financial system as we know it during this … Continue reading

It is a few days old but relevant and somewhat actionable. The piece is here: http://www.marketwatch.com/story/gold-bugs-are-cheerfully-rampant-2010-05-17 Quoting the important parts: More clearly encouraging are the sentiment measures. Both MarketVane’s Bullish Consensus for gold and the Hulbert Gold Newsletter Sentiment Index actually went down last week — MarketVane by 3 points to 74% and the HGNSI … Continue reading

Trader Dan Norcini has outstanding commentary on the gold/silver markets (and other commodities), which can be found at http://www.jsmineset.com/ One aspect he monitors is the weekly Commitment of Traders report. Over the past few weeks he has uncovered a potentially extraordinary development which could support a very big move higher in the price of gold. In … Continue reading

Here is the ‘Wrap Up’ segment from the 15 page NFTRH86, which went in depth on a range of relevant issues currently facing financial markets: Currency Euro hype to the upside was expressed for years by touts who had presented a picture that it was just the big, bad USA alone that had major problems. … Continue reading

In the long run, the inflationists are destined to win… but in the here and now, deflationary forces still have the upper hand…..