12
Mar

We Are Not Off to the Races Yet With Gold

Gold has had a nice bounce now off the bottom set in December of 2013, but are we off to the races just yet? Here is what I wrote last month where I concluded  “we could go higher from here for a bit to trap more of the bulls who say the bottom is in.” We should start to see …

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11
Jul

The Gold Price Is Doing Better Than You Think

I begin today’s analysis on the gold markets with a chart that I created trying to connect what I believe to be the important issues facing the price of gold the last 32 years. Anyone who tries to predict the future price of gold needs to understand that all of these issues are all related. From analyzing this chart, you …

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3
Jun

Increase In Bank Sub-investment Grade Derivatives Reveal A Need For Gold Insurance

The financial crisis started with banks getting burned in the derivatives market. Then TARP was manipulated to help banks get cash. Next came the Federal Accounting Standards Board (FASB) allowing banks to mark to model (fantasy) their real estate assets (cheat). And now we have come full circle once again as banks own more sub-investment grade derivatives today than at …

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7
Oct

Bernanke Has Everyone Fooled With "Talk" Of More Fed Quantitative Easing

The interesting thing to me is people still believe Bernanke at his word. But what would be the consequence of even more quantitative easing? It would be disastrous to the economy and the U.S. dollar. So why not accomplish what he wants to occur without doing anything?

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16
Jul

Is the U.S. Following in Japan’s Deflationary Footsteps? Part 2

In Part 2, I will address the 5, 10 and 30 year yields of the Japanese Government Bonds (JGB) and U.S. Dollar T-Bonds first and speak to the likeliness the U.S. will follow the Japan example of increasing Debt as a percentage of GDP to fight the deflationary credit contraction occurring. I’ll then correlate the four areas discussed in Part 1 and Part 2 with contemplations on how gold priced in U.S. Dollars will perform moving forward.

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