Ronald discusses their upcoming annual report "In Gold we Trust" and how last year's report had a focus on the coming breakdown of trust in society. This year that erosion of trust may spill over into central banking.
Gregor discusses the silver market and how we see the same pattern that happened back in 2008, 2011, and 2013. The markets are crashing, and investors are getting margin calls and need liquidity. This need for liquidity is pushing down the price of sil...
Jordan discusses the S&P selling off and being the most oversold since 2008. When you get an accelerated sell-off, you get funds busting and lots of margin calls. This starts impacting on gold and other liquid assets like silver.
Jaime discusses how the repo market functions as a leading indicator of financial turmoil. This system of trust has broken down between banks requiring Fed intervention. All the Fed can do is throw money at the system like a monkey.
In this week-in-review, Collin and Tom discuss the coronavirus black swan which precipitated the severe drop in the markets. We have to go back to 1987 to find a larger market correction, and for many younger investors,
David compares the coronavirus to the Spanish flu pandemic of 1918 and discusses why it was under-reported. We’ve had a large rally before this pandemic, and as a result, markets were at or near highs, which means they are sensitive to bad news.
Phillip discusses why gold is a prudent hedge today since most stocks are near all-time highs. There is a lot of vagueness in the market, which makes this is a good time to diversify into precious metals and to look for other commodities that are under...
John discusses the large six-year base that formed after gold reached $1900, which we finally overcame when we passed $1370. His current target for gold is $1690, which could happen quite quickly, and his best case for gold in this move is $2465.
Frank discusses the outlook for copper and how it is highly correlated with the PMI index. That index is currently in a very tight zone, and we could get a bit of a bounce. China has been showing some good faith by reducing tariffs.
Michael discusses his recent article about the markets and his evaluation that most commodities are currently undervalued. Most investors focus on the Dow and the S&P 500 while missing out on the fact that other markets like commodities have yet to rea...