Category Archive: 6b.) Acting Man

An Excellent Seasonal Buying Opportunity in Silver Lies Directly Ahead

Today I want to put a popular precious metal under the magnifying glass for you: silver. Silver, often referred to as the “little brother” of gold, has a particularly interesting seasonal pattern I would like to share with you.

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The Decline of the Third World

A Failure to Integrate Values. The only region in the world that has proactively tried to incorporate western culture in its societies is East Asia — Singapore, Japan, Hong Kong, South Korea, and Taiwan. China, which was a grotesquely oppressed, poor, Third World country not too far in the past, notwithstanding its many struggles today, has furiously tried to copy the West.

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US Money Supply – The Pandemic Moonshot

Printing Until the Cows Come Home… It started out with Jay Powell planting a happy little money tree in 2019 to keep the repo market from suffering a terminal seizure. This essentially led to a restoration of the status quo ante “QT” (the mythical beast known as “quantitative tightening” that was briefly glimpsed in 2018/19). Thus the roach motel theory of QE was confirmed: once a central bank resorts to QE, a return to “standard monetary policy”...

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In Gold We Trust, 2020 – The Dawning of a Golden Decade

The New In Gold We Trust Report is Here! The In Gold We Trust 2020 report by our good friends Ronald Stoeferle and Mark Valek was released last week. It is the biggest and most comprehensive gold research report in the world.

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Gold Stocks – A Show of Strength

Gold Sector Outperforms Broad Market. The gold sector is in an uptrend since September 2018. The initially rather labored move accelerated after a secondary low was established in May 2019 and the 50-day and 200-day moving averages were breached for the second time. Last week the two moving averages were once again overcome in the course of the post-crash rebound.

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The Secret to Fun and Easy Stock Market Riches

Post Hoc Fallacy. On Tuesday, at the precise moment Federal Reserve Chairman Jay Powell commenced delivering his semiannual monetary policy report to the House Financial Services Committee, something unpleasant happened. The Dow Jones Industrial Average (DJIA) didn’t go up. Rather, it went down.

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A Pharmaceutical Stock That Is Often Particularly Strong At This Time Of The Year

An Example of Strong Single Stock Seasonality. Many individual stocks exhibits phases of seasonal strength. Being invested in these phases is therefore an especially promising strategy. Danish drug company Novo Nordisk.

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The Triumph of Madness

Historic Misjudgments in Hindsight. Viewing the past through the lens of history is unfair to the participants.  Missteps are too obvious.  Failures are too abundant.  Vanities are too absurd.  The benefit of hindsight often renders the participants mere imbeciles on parade.

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Wealth Consumption vs. Growth – Precious Metals Supply and Demand

GDP – A Poor Measure of “Growth” Last week the prices of the metals rose $35 and $0.82. But, then, the price of a basket of the 500 biggest stocks rose 62. The price of a barrel of oil rose $1.63. Even the euro went up a smidgen. One thing that did not go up was bitcoin. Another was the much-hated asset in the longest bull market. We refer to the US Treasury.

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Real High Crimes and Misdemeanors

World Class Entertainer in the Cross-Hairs. Christmas is no time to be given the old heave-ho.  This is a time of celebration, redemption, and excess libation.  A time to shop ‘til you drop; the economy depends on it. Don’t get us wrong.  There really is no best time to receive the dreaded pink slip.  But Christmas is the absolute worst.  Has this ever happened to you?

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The Strongest Seasonal Advance in Precious Metals Begins Now

Plans and Consequences. You are probably already getting into the holiday spirit, perhaps you are even under a little stress. But the turn of the year will soon be here – an occasion to review the past year and make plans for the new one. Many people are doing just that – and their behavior is creating the strongest seasonal rally in the precious metals markets.

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Banana Republic Money Debasement In America

Addicted to Spending. There are many falsehoods being perpetuated these days when it comes to money, financial markets, and the economy. But when you cut the chaff, three related facts remain: Uncle Sam needs your money. He needs a lot of your money. And he needs it bad!

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Riding the Type 3 Mega Market Melt Up Train

Beta-driven Fantasy. The decade long bull market run, aside from making everyone ridiculously rich, has opened up a new array of competencies. The proliferation of ETFs, for instance, has precipitated a heyday for the ETF Analyst. So, too, blind faith in data has prompted the rise of Psychic Quants… who see the future by modeling the past.

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Maurice Jackson Interviews Brien Lundin and Jayant Bhandari

Our friend Maurice Jackson of Proven and Probable has recently conducted two interviews which we believe will be of interest to our readers. The first interview  is with Brien Lundin, the president of Jefferson Financial, host of the famed New Orleans Investment Conference and publisher & editor of the Gold Newsletter – an investment newsletter that has been around for almost five decades, which actually makes it the longest-running US-based...

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Incrementum 2019 Gold Chart Book

The Most Comprehensive Collection of Gold Charts. Our friends at Incrementum have just published their newest Gold Chart Book, a complement to the annual “In Gold We Trust” report. A download link to the chart book is provided below. The Incrementum Gold Chart Book is easily the most comprehensive collection of charts related to or relevant to gold available anywhere.

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The Golden Autumn Season – One of the Most Reliable Seasonal Patterns Begins

The Strongest Seasonal Stock Market Trend. Readers may already have guessed: when the vibrant colors of the autumn leaves are revealed in all their splendor, the strongest seasonal period of the year begins in the stock market – namely the year-end rally. Stocks typically rise in this time period. However, there are questions, such as: how often does a rally take place, how strong is it, and when is the best time for investors to enter the market?

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America’s Road Map to $40 Trillion National Debt by 2028

Planning on Your Behalf. Watch out! At this very moment, professional economists of all stripes are making plans on your behalf. They are dreaming and scheming new and innovative ways to spend your money long before you have earned it. While you are busy at the gristmill, grinding away for clients and customers, claims are being laid upon your life.

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A Gain of 1,080 percent Annualized – One of the Strongest Seasonal Rallies is Starting Right Now

Bitcoin – An Exceptional Asset. When I first heard about Bitcoin (BTC) in May 2011, it was trading at 8 US dollars. Today, more than eight years later, BTC trades at around 8,000 dollars. A thousandfold increase! An investment of 1,000 dollars at the time would have resulted in a gain of more than a million  –  a dream result.

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US Money Supply Growth – Bouncing From a 12-Year Low

True Money Supply Growth Rebounds in September. In August 2019 year-on-year growth of the broad true US money supply (TMS-2) fell to a fresh 12-year low of 1.87%. The 12-month moving average of the growth rate hit a new low for the move as well. The main driver of the slowdown in money supply growth over the past year was the Fed’s decision to decrease its holdings of MBS and treasuries purchased in previous “QE” operations.

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Fed Chair Powell’s Inescapable Contradiction

Conflict and contradiction. These were two of the main themes reverberating around the world of centralized monetary planning this week. On Tuesday, for instance, a novel and contradictory central banker parlance – “reserve management purposes” – was birthed into existence by Fed Chair Jay Powell. We will have more on this later on. But first, to best appreciate the contradiction, we must present the conflict.

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