Commentaries

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Is gold in your permanent portfolio?

In a week where we have seen the gold price plummet and return to levels below $1600, investment decisions are feeling as confusing as ever.

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WoW! Gold’s Wall of Worry

Excerpted from this week’s newsletter, NFTRH186: Gold is grinding out a wall of worry that began construction out of a natural unwinding of the momentum that came in during the acute phase of the Euro crisis. More bricks were added weekly by various luminaries calling bearish; the most recent being Buffett’s right hand man, Charlie Munger: … Continue reading

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Keynes, the closet gold bug

In his 1923 book ‘A Tract on Monetary Reform’, John Maynard Keynes famously wrote ‘In truth, the gold standard is already a barbarous relic.’

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Juniors vs. Senior Mining Stocks

One of the questions that we receive on a regular basis is whether one should invest in junior or senior mining stocks.

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Following Accident that Trapped 33 Miners, Regulations Force Owners to Sell

This post comes from MineralRightsForSale.com Santiago, Chile – May 2nd, 2012 – In the year and a half since 33 miners were trapped underground in the San Jose mine, Chile has enacted new regulations to provide better protection for workers’ safety. As a result, the owners of small and early-stage mining properties have become more eager … Continue reading

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Au vs. SPX (NFTRH185 snippet)

NFTRH185 transitioned from an intensive breakdown of a developing bullish case for gold stocks into a more broad discussion, ‘Transitioning to the Macro‘ from which this brief extract is clipped: Saving the best for last, behold the Au-SPX ratio and its Cup (3 years in the making) & Handle (conveniently, a Falling Wedge with 5 distinct … Continue reading

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