Category Archive: 6a) Gold & Monetary Metals

Filter archive by: Show All Show only Articles Show only Videos

We don’t have to kill the king, if we just can ignore the king

2020-10-01

“The right of self-determination in regard to the question of membership in a state thus means: whenever the inhabitants of a particular territory, whether it be a single village, a whole district, or a series of adjacent districts, make it known, by a freely conducted plebiscite, that they no longer wish to remain united to the state to which they belong at the time, but wish either to form an independent state or to attach themselves to some...

Read More »

“The U.S. economy felt like a balloon in search of a needle” – Part II

2020-09-26

by Claudio Grass

2020-09-26

In this surreal policy environment, how has the role and the investment process of the value investor evolved, especially over the last decade? How can one still identify value in a world of subsidized binge borrowing, extreme indebtedness, and stock buybacks?

Read More »

“The U.S. economy felt like a balloon in search of a needle” – Part I

2020-09-23

by Claudio Grass

2020-09-23

As we move deeper and deeper into this covid crisis, more and more people understand that there’s a lot more to fear besides the disease itself. As the economic impact and the full scale of the damage caused by the lockdowns and the shutdowns become undeniable, there are too many questions lacking any sort of convincing answer and the future for so many employees, business owners, investors and ordinary savers seems bleak and uncertain.

Read More »

You cannot print your way to prosperity – Part II

2020-09-10

by Claudio Grass

2020-09-10

Looking at the damage inflicted upon supply chains, production facilities and global trade in particular, how quickly could these operations snap back even if all COVID-related restrictions were lifted tomorrow? Do you think we’ll eventually get back to business as usual, or have we now experienced a permanent shift to a “new normal”?

Read More »

Warren Buffett Shorts The Economy, 18 August

2020-08-20

by Keith Weiner

2020-08-20

It must be Monday, because the price of silver skyrocketed. From $26.10, it shot up to $27.50, or +5.4%. The last time we wrote about silver was after its crash to $25. Silver is now priced 10% above that low point.

Read More »

Gold doing what it does best – Part II

2020-08-19

by Claudio Grass

2020-08-19

While the economic forces that drive this rush to precious metals are clearly understandable, there are other, deeper and less obvious factors that must also be taken into account. This “fear of uncertainty”, which pushes demand for gold higher as it has done so many times in the past, is different this time.

Read More »

Silver Supply & Demand Still Strong at $29, 11 Aug

2020-08-12

by Keith Weiner

2020-08-12

And, *bam!* Just like that, silver sells for $29. It seems so simple, so obvious, so black-and-white. Seeing the price chart in recent weeks, you wouldn’t know that silver speculators have been waiting for this moment since March, 2013 (when silver crossed the $29 line to the downside, and has not looked back until now).

Read More »

Silver Explodes—But Why?

2020-08-07

by Keith Weiner

2020-08-07

Silver basis overlaid on the silver price

The silver market witnessed another explosive day! At midnight (in London), the price of the metal was $26.90. By 9pm, it had rocketed up to $28.95, a gain of 7.6%. This is not normal.

Read More »