Precious Metals Analysis

Buy Silver, Gold or Both? Finally, a Useful Answer

Buy Silver, Gold or Both? Finally, a Useful Answer

Economists agree both gold and silver share many virtues: Easily accessible and redeemable, highly liquid, historically money, intrinsically valuable and free of counterparty risk. The parallels lead some to call silver “poor man’s gold.” That’s not a helpful description…

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Beware the Pendulum

Beware the Pendulum

At a time of monumental change in our global economic and geopolitical setup, financial commentator and author Charles Hugh Smith yesterday looked back at his calls on what he sees as the 5 ‘long-wave cycles’ that he first posited in 2007.

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The Politics of Sound Money

The Politics of Sound Money

The globalists are preparing to roll out Central Bank Digital Currencies. If they can convince people to adopt this next evolution of fiat money, they will attain a level of information and control that prior generations of central bankers only dreamt of.

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It’s Been a Historic Week in Crypto…

It's Been a Historic Week in Crypto...

The cryptocurrency markets experienced a week of historic volatility and chaos, with the exchange rate for two stablecoins, UST and USDT taking centre stage. Over just a few days, two top 10 digital assets by market cap (LUNA and UST) erased nearly $40 Billion in investor value.

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Gold Demand Soars In Crisis

Gold Demand Soars In Crisis

The consumer price index (CPI) for April registered at 8.3%. That’s a slight improvement in the headline number over March’s 8.5%, but only slight. Notably, core CPI – the “underlying” CPI that excludes volatile food and energy prices – rose 6.2% year-over-year

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Australian Property on a Precipice

Australian Property on a Precipice

Its hard to pick up a paper or read the news without headlines around plummeting auction clearance rates, stalled house sales, predictions of big house price falls, and then late last week we got the ABS stats showing new home and construction finance commitments literally halved…

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The Silver Chart THEY Don’t Want You to See!

The Silver Chart THEY Don’t Want You to See!

On Thursday May 12, the price of silver fell about a buck. But… As with every one of these big price moves, the question is: what really happened? There is a theory which is often touted in the precious metals community. According to this theory, the banks sell futures to manipulate prices.

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The Everything Bubble…

The Everything Bubble...

If you pay any attention to financial news (or if you’re a regular reader of my columns), you’re probably familiar with the term “bubble.” We’ve seen the 2008 housing bubble, the dot-com stock bubble, some are referring to the recent collapse in bonds as the end of a bond bubble and so on…

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Bleak Future for Small Businesses in US

Bleak Future for Small Businesses in US

“We’ll see a recession in 2023.” That’s what more than half of the economists, fund managers and strategists surveyed by CNBC said they believe. But that pales in comparison to the number of small business owners who say what they’re going through right now suggests to them that we’re in for a recession this year.

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Preparing for Impact – PPI Surges

Preparing for Impact – PPI Surges

Never a dull night on global markets lately… Last night was again a sea of red. The only green was yet again the US dollar (at near 20 year highs) and big cap crypto (coming off massive falls).

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This Conventional Wisdom Is Toxic Today…

This Conventional Wisdom Is Toxic Today...

Bonds are generally considered a conservative investment vehicle. Corporate bond-holders get paid before shareholders, and even in the worst-case scenario of a bankruptcy, bond owners are likely to recoup some of their investment, while shareholders are usually wiped out.

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US CPI Shock, Shares Tank, Gold Rises – Recession Dead Ahead

US CPI Shock, Shares Tank, Gold Rises – Recession Dead Ahead

While the annual consumer price reading slowed to 8.3% from 8.5%, both headline and core CPI rose 0.3% and 0.6% respectively in April, both higher than consensus expectations and still some of the highest on record.

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Ray Dalio: Gold Reduces Risks, Enhances Returns

Ray Dalio: Gold Reduces Risks, Enhances Returns

The times ahead will likely be radically different from those we’ve experienced in our lifetimes—but similar to those that have happened many times before. Studying history lets us find recurring patterns that determine likely future developments.

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Take Advantage When Markets Succumb to Fear

Take Advantage When Markets Succumb to Fear

Good news for gold holders is that the safe-haven metal is holding up better than conventional financial assets. Stocks are breaking down at the same time as purportedly “risk-free” Treasury bonds are collapsing in value at a rate never before seen

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Gold and Monetary Revaluation

Gold and Monetary Revaluation

A lot has been written and speculated of late about the Russia’s moves to back the rouble with gold, the weaponization of the US dollar and reckless printing of it starting some kind of reset of global fiat currencies. None of this is without historical precedence of course.

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Here’s Why The Fed’s Soft Landing is Still a Crash

Here's Why The Fed's Soft Landing is Still a Crash

In response to the recent Fed announcements, on Thursday the Dow Jones tumbled almost 1,100 points. The NASDAQ also lost 5% of its value. Both losses completely erased their relief-rally gains from the day before – when stock bulls were excited the Fed didn’t raise rates higher.

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Forensic Analysis of Fed Action on Silver Price

Forensic Analysis of Fed Action on Silver Price

On Wednesday, six hours before the Fed interest rate announcement, the price of silver began to drop. It went from around $22.65 to a low of $22.25 before recovering about 20 cents. We wonder a bit about how they keep privileged traders from peeking at such announcements before the rest of the world gets to see it…

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Recession Concerns Grow on GDP Fall and Fed Tightening

Recession Concerns Grow on GDP Fall and Fed Tightening

Soaring prices have been the big economic story for quite a while. But there are signs that inflation could be on the verge of getting pushed off the front pages – or at least further down on the front page – to make room for another ominous economic condition: recession.

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Wall Street Whipsaws – What Next?

Wall Street Whipsaws - What Next?

Last night continued the biggest sharemarket whipsaw since peak COVID turmoil in mid 2020. After the biggest Fed day surge in 44 years on Wednesday night, last night saw the biggest drop since June 2020 with the NASDAQ down 6% at its worst and 5% at close.

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Following Fed Hike, Which Markets Have Legs?

Following Fed Hike, Which Markets Have Legs?

Markets responded to the Federal Reserve’s widely anticipated 50 basis-point rate hike yesterday by rallying. Investors breathed a sigh of relief when Fed chairman Jerome Powell said a 75 basis-point future hike is off the table.

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“One Foot on Accelerator, One on the Brake”

“One Foot on Accelerator, One on the Brake”

For some reason few seemed to be talking about the announcement that the Fed will also turn from taper to outright reduction (QT or quantitative tightening) of their balance sheet

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Is it Time for a Silver Trade?

Is it Time for a Silver Trade?

The price of silver has been going down, and then down some more. From over $28 a year ago, and over $26.50 a month ago, it’s now at a new low under $22.50. Four bucks down in a month. However, it’s been behaving differently than gold behind the scenes…

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Gold Market to Look Past Fed Rate Hikes

Gold Market to Look Past Fed Rate Hikes

Last week’s release of first quarter GDP data was a disappointment, as GDP sank by 1.4%. Analyst expectations were calling for a rise of 1%. The surprise decline may signal a recession ahead. Optimists, however, say the GDP number may not be as bad as it looks.

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Crooked Banks Avoid Manipulation Prosecution

Crooked Banks Avoid Manipulation Prosecution

To many market watchers, it appears cheating continues unabated. The Department of Justice and the federal regulatory bureaucracies tasked with enforcing fair markets have only imposed a small amount of accountability for illicit trading practices.

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Ron Paul: ‘Inflation is a Polite Word for Theft’

Ron Paul: 'Inflation is a Polite Word for Theft'

Inflation isn’t a scary word, is it? It makes you think of blowing up balloons for birthday parties, the Macy’s Thanksgiving parade, maybe helping a toddler get their water wings on before an adventure in the swimming pool. It just sounds so innocuous.

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Analyst Reveals Number One Reason to Buy Gold Now

Analyst Reveals Number One Reason to Buy Gold Now

Keith McCullough, founder and CEO of Hedgeye Risk Management, says that the economy is heading towards something they label a “Quad 4,” a state of emergency warranting government intervention. A Quad 4 means disappointing growth and inflation, year after year.

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Silver Deficit Frames Bullish Outlook

Silver Deficit Frames Bullish Outlook

To begin with, gold and silver are still up for the year overall. By contrast, stock and bond markets are sticking investors with large losses. Investors are finding out the hard way that in an environment of high inflation and rising interest rates, there are no safe havens in paper assets.

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Fed Can Print More Money – But Food?

Fed Can Print More Money - But Food?

The head of the UN World Food Program is warning that this is going to be the worst worldwide food crisis since World War II, and even Joe Biden is admitting that the approaching food shortages “are going to be real”. Unfortunately, there have been some new developments…

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