Commentaries

The Wall Street Journal ran a piece delineating the two sides of the gold debate giving five reasons why the gold bulls are right and five reasons why the gold bears are right.

On the rare occasions when the US stock market crashes, the crash never begins immediately after the price peak.

Precious metals and their related mining stocks continue to underperform the broad market

Western central banks have got themselves horribly wrong-footed as a result of not adjusting their anti-gold policies to allow for the realities of Asian gold demand.

We would like to start with a question from one of our subscribers today, as we believe that it is a good way to show the distinction between tools that help you spot what direction the market is about to move and those that are better suited to time the exact reversal point, which is – in current circumstances – the final bottom in gold, silver and the whole precious metals sector.

In January of this year I published a piece on the “fair gold price” in order to demonstrate that, if one was to simply treat the gold of all international central banks as the world’s true, reserve currency – as history has held it as for over hundreds, if not thousands, of years

There are several indications that the currency war is heating up, the gloves are coming off and new players are piling into the barroom brawl.

I wrote nearly a month ago that “The Worse Things Were For The Mining Sector, The Better They Will Get”.

I read a piece this morning by Josh Brown, the Reformed Broker, in which he destroys the 1999 comparison for the stock market.  He makes some excellent points about why the stock market is not only not over valued compared to 1999, but is actually a bargain.  You should read it because we should all be … Continue reading

The US government usually admits to “price inflation” of about 2%/year. As far as we can tell, the actual rate is probably at least 5%/year, but no more than 7%/year. Let’s say 5%/year for the sake of argument.

There has been a growing shift in favour of assets relative to bank deposits.

The latest World Gold Council Gold Demand Trends report shows that the gold market is driven by diverse global demand, and the appetite for owning gold jewelry, bars and coins continues to grow.