Tag Archive: Gold
“Sometimes, the only winning move is not to play”
This was the conclusion of the assessment of legendary investor Michael Burry regarding the current market conditions. To be precise, his take as recently posted on X, in full, was “Sometimes, we see bubbles. Sometimes, there is something to do about it. Sometimes, the only winning move is not to play.” The insight behind these words is something that a lot of investors could use at this time. The unrestrained, unjustifiable and unrealistic...
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Gold’s flashing warning: The end is nigh for fiat
Gold’s spectacular performance has drawn a lot of attention and invited endless analyses and commentaries. There are many theories out there as to why the yellow metal is surging like never before in modern memory, however most of them are shortsighted, or tend to miss the forest for the trees. The metal’s meteoric rise is not merely sending message about inflation expectations or rate policy. It’s flashing a clear warning sign about the...
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A conversation with Catherine Austin Fitts
I recently had the great pleasure of (virtually) sitting down with Catherine Austin Fitts, investment banker, President of Solari, and former US Assistant Secretary of Housing and Urban Development for Housing, and having an extremely interesting conversation about the outlook for gold and silver. It was a fascinating discussion, especially given our current economic, monetary and geopolitical context: there so many risks and challenges ahead, that...
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Investing in times of policy volatility
At the end of last month, a shock announcement came from the US Customs and Border Protection (CBP), declaring that one-kilogram and 100-ounce gold bars imported from Switzerland would be subject to a hefty 39% tariff, under the country’s “reciprocal tariffs” policy, which had already applied broadly to Swiss goods. This CBP decision came in response to a Swiss refiner’s request for clarity and guidance on whether gold would be part of the wider US...
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Storing gold in the right place and in the right way
By now, I’m pretty sure that all of my clients and regular readers fully understand why allocating a part of their wealth to physical precious metals is not just the smart move, but an increasingly essential one. Owing real, tangible gold and silver is the only way to protect yourself from both monetary and fiscal excesses and from government overreach. However, it is equally important to know what to do with it once you bought it. Preparing for...
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Geopolitical theater and implications for investors (or lack thereof)
The last month has been truly remarkable for modern human history – at least if one was paying attention to mainstream news headlines and TV anchors. Apparently, we came extremely close to World War III and we very likely had a very tight escape from an all-out nuclear holocaust that could have forever changed the our species’ trajectory and annihilated millions.
It all started with Israel’s surprise bombardment of Iran (which wasn’t really a...
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A Politically Incorrect “Where Are We Now?”
A few days ago, I had the great pleasure to sit down again with my good friend James Patrick in person, in Monte Brè. It was a truly spontaneous and unfiltered conversation about the current state of the world, the bizarre geopolitical situation and the tragicomical moment in history that we find ourselves in. We talked about the extreme, and likely unprecedented, risks we face in the global economic and financial system and I’m very glad we...
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Silver: A rare buying opportunity
The gold price recently surged to unprecedented levels, surpassing the $3,000 per ounce milestone. This remarkable surge has been attributed to escalating geopolitical tensions, the revival of the trade wars, mounting inflation concerns, and of course, a very uncertain and very worrying outlook for the global economy and for the markets. As they always do, investors have once again flocked to the safe haven that gold unmistakably provides, pushing...
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“Does The West Have Any Hope? What Can We All Do?”
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Interview with Godfrey Bloom
I recently had the great pleasure of being interviewed by my good friend Godfrey Bloom, whose point of view and sharp assessment skills of economic and political events I have consistently found illuminating throughout the years.
It’s always extremely refreshing talking to Godfrey, because his questions cut through the noise and concentrate on what is actually important. I find his views and...
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“Does The West Have Any Hope? What Can We All Do?”
Interview with Godfrey Bloom
I recently had the great pleasure of being interviewed by my good friend Godfrey Bloom, whose point of view and sharp assessment skills of economic and political events I have consistently found illuminating throughout the years.
It’s always extremely refreshing talking to Godfrey, because his questions cut through the noise and concentrate on what is actually important. I find his views and arguments are also...
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Weekly Market Pulse: Tune Out The Noise
Okay, I confess. It was my fault. I decided to take a couple of days off. I took my eye off the ball and the stock market fell a quick 2% while I was relaxing, eating too much, and seeing some great art in the Holy City, Charleston, SC. I promise it won’t happen again, at least until my wife tells me where we’re going next.
It is a running joke within Alhambra that every time I go away for a few days the market takes a hit. Of course, that isn’t...
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Predictions vs. Convictions
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Separating the signal from the noise
Most regular readers and friends will undoubtedly already know what my position is in regards to projections and forecasts. For many years, I have consistently maintained that any and all attempts to “time the market” are as useless as they are unrealistic and I have always urged all responsible and rational investors to be extremely wary and suspicious of anyone that claims they can...
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Predictions vs. Convictions
Separating the signal from the noise
Most regular readers and friends will undoubtedly already know what my position is in regards to projections and forecasts. For many years, I have consistently maintained that any and all attempts to “time the market” are as useless as they are unrealistic and I have always urged all responsible and rational investors to be extremely wary and suspicious of anyone that claims they can accurately predict market...
Read More »
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Weekly Market Pulse: Is The Honeymoon Over Already?
President Trump’s first week on the job was a good one for markets. The S&P 500 was up 1.75%, with tech stocks taking the lead as the President welcomed a group of leading technology CEOs to D.C. to announce big investments in AI.
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Swissgrams: the natural progression of the Krugerrand in the digital age
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Having worked in the precious metals industry for decades, I have had countless opportunities to have very honest and very enlightening conversations with numerous investors and partners alike. For many years, I’ve been discussing the challenges, the hurdles and the problems they’ve encountered. The details of each story I’ve heard might be as unique as the person who shared it with me, however, most of these accounts have a...
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Swissgrams: the natural progression of the Krugerrand in the digital age
Having worked in the precious metals industry for decades, I have had countless opportunities to have very honest and very enlightening conversations with numerous investors and partners alike. For many years, I’ve been discussing the challenges, the hurdles and the problems they’ve encountered. The details of each story I’ve heard might be as unique as the person who shared it with me, however, most of these accounts have a common denominator....
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“THE BIG BULL MARKET IN GOLD AND SILVER HAS ONLY JUST BEGUN”
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DR. THORSTEN POLLEIT (WWW.BOOMBUSTREPORT.COM) INTERVIEWS CLAUDIO GRASS
Thorsten Polleit (TP): On November 5, 2024, Donald J. Trump was elected the new U.S. president with a landslide victory. His declared goal is to take on the “Deep State” and its bureaucracy. His advisor, Elon Musk, is urging the reduction of national debt, and even the inflationary Federal Reserve (Fed) has become a target, described as an evil that must be...
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“THE BIG BULL MARKET IN GOLD AND SILVER HAS ONLY JUST BEGUN”
DR. THORSTEN POLLEIT (WWW.BOOMBUSTREPORT.COM) INTERVIEWS CLAUDIO GRASS
Thorsten Polleit (TP): On November 5, 2024, Donald J. Trump was elected the new U.S. president with a landslide victory. His declared goal is to take on the “Deep State” and its bureaucracy. His advisor, Elon Musk, is urging the reduction of national debt, and even the inflationary Federal Reserve (Fed) has become a target, described as an evil that must be healed. Is all...
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Gold climbing from record high to record high: why buy now?
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Part II of II
Business as usual” will simply not cut it anymore. The “print and spend” policies of the past, the QE lifelines, the liquidity injections, the zero and negative interest rates, the blatant debasement of the currency, the market manipulation and all the direct and indirect bailouts will not work as they did before.
And it’s not only because the central bankers have overused these “weapons” and have by now...
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Gold climbing from record high to record high: why buy now?
Part II of II
Business as usual” will simply not cut it anymore. The “print and spend” policies of the past, the QE lifelines, the liquidity injections, the zero and negative interest rates, the blatant debasement of the currency, the market manipulation and all the direct and indirect bailouts will not work as they did before.
And it’s not only because the central bankers have overused these “weapons” and have by now exhausted all their...
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