Category Archive: 6b.) Acting Man

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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Present and Future of the Indian Economy With Mr. Jayant Bhandari

In our second episode we sit down with Mr. Jayant Bhandari to discuss Indian economy, society and culture. Mr. Bhandari throws light on the underlying cultural factors that are necessary prerequisite for the progress of India. He also analyzes the economic policies of Modi and all other past governments. Jayant's Website: http://jayantbhandari.com

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Repo Quake – A Primer

Chaos in Overnight Funding Markets. Most of our readers are probably aware that there were recently quite large spikes in repo rates. The events were inter alia chronicled at Zerohedge here and here. The issue is fairly complex, as there are many different drivers at play, but we will try to provide a brief explanation.

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Jayant Bhandari: Trade War Mess Won’t be Easy to Sort Out

Jayant Bhandari of Anarcho Capital shares his thoughts on the US-China trade war, including how it's led to a disconnect between the gold price and some stocks. #PreciousMetalsSummit #GoldPrice #TradeWar _________________________________________________________________ Investing News Network (INN) Follow this link to learn more about Gold ↓ https://bit.ly/2ZlNHlb Find out more about investing by INN @ http://investingnews.com/ Want a FREE...

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Jayant Bhandari: Uranium Still Doesn’t Make Sense

Financial analyst Jayant Bhandari says that there’s no joy to be found in the uranium space, even as other pundits and experts in the space espouse the mineral’s potential. #SNRS19 “Unless you think your mining company makes money at US$25 per pound of uranium, it makes absolutely no sense to participate in this hype,” he said in an interview with the Investing News Network at the Sprott Natural Resource Symposium. “People get caught up in these...

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Scientific Long-Term Study Confirms: Seasonality is the Best Investment Strategy!

A Pleasant Surprise. You can probably imagine that I am convinced of the merits of seasonality. However, even I was surprised that an investment strategy based on seasonality is apparently leaving numerous far more popular strategies in the dust. And yet, this is exactly what a recent comprehensive scientific study asserts – a study that probably considers a longer time span than most: it examines up to 217 years of market history!

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Paul Tudor Jones Likes Gold

Gold is Paul Tudor Jones’ Favorite Trade Over the Coming 12-24 Months. In a recent Bloomberg interview, legendary trader and hedge fund manager Paul Tudor Jones was asked what areas of the markets currently offer the best opportunities in his opinion. His reply: “As a macro trader I think the best trade is going to be gold”.

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Jayant Bhandari – The Day Fiat Currency Became Worthless While Gold Was A Safe Haven

Jayant Bhandari of Anarcho Capital joins us again on SBTV as we revisit how the Indian rupee was demonetized on short notice from the government and the event's continuing repercussions on Indian citizens and the economy. Discussed in this interview: 02:44 Preserving wealth is a herculean task in India 04:55 Indians trust gold, not the rupee 07:54 Decline of India - a 'low-trust' society 10:28 Re-look at the 2016 demonetization of the Indian...

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Jayant Bhandari | Mining Company Management Must Focus on Creating Value on a Per Share Basis

Jayant is constantly traveling the world to look for investment opportunities, particularly in the natural resource sector. He advises institutional investors about his finds. He was a Director on the board of Gold Canyon, a publicly-listed Canadian company, until its merger with another entity. Earlier, he worked for six years with US Global Investors (San Antonio, Texas), a boutique natural resource investment firm, and for one year with Casey...

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A Surprise Move in Gold

Traders and Analysts Caught Wrong-Footed. Over the past week gold and gold stocks have been on a tear. It is probably fair to say that most market participants were surprised by this development. Although sentiment on gold was not extremely bearish and several observers expected a bounce, to our knowledge no-one expected this.

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Bitcoin: What is the Best Day of the Week to Buy?

Shifting Patterns. In the last issue of Seasonal Insights I have discussed Bitcoin’s seasonal pattern in the course of a year. In this issue I will show an analysis of the returns of bitcoin on individual days of the week. It seems to me that Bitcoin is particularly interesting for this type of study: it exhibits spectacular price gains, it is a very new instrument and it is unregulated. Moreover, it trades around the clock, even on weekends.

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US Money Supply Growth and the Production Structure – Signs of an Aging Boom

Money Supply Growth Continues to Decelerate. Here is a brief update of recent developments in US true money supply growth as well as the trend in the ratio of industrial production of capital goods versus consumer goods (we use the latter as a proxy for the effects of credit expansion on the economy’s production structure).

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In Gold We Trust 2019 

The New Annual Gold Report from Incrementum is Here. We are happy to report that the new In Gold We Trust Report for 2019 has been released today (the download link can be found at the end of this post). Ronnie Stoeferle and Mark Valek of Incrementum and numerous guest authors once again bring you what has become the reference work for anyone interested in the gold market.

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#1 Third world countries already imploding – Jayant Bhandari

America doomed to failure without Trump and veering towards communism. China, Singapore and HK the only winners in the East. 98% of Indians have no economic value and will be replaced by AI and robotics. 3rd world countries doomed to savagery and barbarism. Not a very positive outlook from this Fund Manager Jayant Bhandari, Analyst and Investor, but if you are smart you can make money. Company page: http://www.jayantbhandari.com/ Make smarter...

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Tribal India Can’t Be Fixed. Savagery and Barbarism is Inevitable. Jayant Bhandari Discusses

In our interview with Jayant Bhandari, he tells us that, "3rd World countries and especially India are imploding and falling in tribal units which means war in inevitable." This video is an extract from an interview with Jayant Bhandari, investor and analyst, and Crux Investor. We ask him about his investment strategies and philosophies. And he tells us it is about understanding human behaviour. In this extract, Jayant tells us his...

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Gold & Silver – Historical Vehicles To Protect Your Wealth w/ Jayant Bhandari

Thanks for watching this Silver Doctors Interview. Share your thoughts below and make sure to click the subscribe button to join the Silver Doctors Community. Today's guest, Jayant Bhandari, joins us to share his thoughts on the India-Asian economy, gold and the One Belt One Road Initiative. Visit SD Bullion to buy gold and silver coins at the most affordable prices here: https://sdbullion.com Stay up to date on the latest news and video...

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Jayant Bhandari – All in for Benevolent Dictatorship #4308

First time guest Jayant Bhandari believes that democracy is a flawed system that has failed to bring people out of poverty in the last century. Rather, authoritarian benevolent regimes, such as China, Singapore, Hong Kong, etc., have been the wealth building leaders. Not that we're unmindful of democracy's flaws, but we tend to subscribe to the Churchillian view that "Democracy is the worst system in the world, except for all the rest!"...

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Two Junior Miners Offering Arbitrage Opportunities – an Interview with Jayant Bhandari

Maurice Jackson of Proven & Probable has just conducted another interview with Jayant Bhandari, who is known to long-time readers as a frequent guest author on this site. Below is a video of the interview as well as a link for downloading the transcript of the interview in PDF form. But first here is a list of the topics discussed.

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