RSS

Advertisement

» silver

  • High-Frequency Trading and the Shrinking Trust Horizo...
    By on April 10, 2014 | No Comments  Comments
    The list of markets where big players are cheating the rest of us (and each other) keeps growing. First there was the Libor interest rate, then foreign exchange, then gold. And now comes high-frequency trading (HFT), where Wall Street banks use supercomputers to monitor incoming stock market orders,...
  • The Screaming Fundamentals For Owning Gold
    By on April 7, 2014 | No Comments  Comments
    This report lays out the investment thesis for gold. Silver is mentioned only where necessary, as a separate report of equal scope will be forthcoming on that topic. Various factors lead me to conclude that gold is one investment that you can park for the next ten or twenty years, confident that it ...
  • Debt Makes You Dumb, Japanese Edition
    By on April 3, 2014 | No Comments  Comments
      Debt works the same way for countries as for families and individuals. That is, if you borrow too much, your life begins to suck. And actions that in normal times might have seemed unwise, contradictory or downright stupid begin to look better than the (even more disturbing) alternatives. Pre...
  • Tangible Versus Financial Assets: The Great Migration
    By on March 19, 2014 | No Comments  Comments
    Wealth comes in many forms, but only two general categories: tangible and financial. Tangible wealth is made up of real, physical things like buildings, farmland, oil wells, commodities, etc. These things can be seen and touched, and – crucially – they don’t have counterparty risk. That is, no...
  • Gold-ETF Inflows Return
    By on March 9, 2014 | No Comments  Comments
    Stock-market capital finally started flowing back into the flagship GLD gold ETF for the first time in 14 months in February!  Though this buying was small, this is truly a momentous event.  Extreme gold-ETF outflows were the dominant culprit behind last year’s epic gold selloff.  Without that ...
  • Full-Spectrum War, Peak Complexity and Real Assets
    By on March 7, 2014 | No Comments  Comments
    Not so long ago — say when the Soviet Union was crushing rebellions in Czechoslovakia and Hungary in the 1960s or the US was invading half the Middle East in the 2000s — a big country picking on a small one was mostly a physical activity. Tanks would roll in, buildings and people would be blown ...
  • What Blows Up First? Part IV: China
    By on February 21, 2014 | 1 Comment1 Comment  Comments
    To Westerners, China has always been a mystery. The huge population of very smart, hard-working people. The succession of unfamiliar, authoritarian governments. The sense that they’re playing the long game while we’re obsessed with quarterly reports – and that they’re laughing at our naivet...
  • Bitcoin and Gold: Currency versus Money
    By on February 11, 2014 | No Comments  Comments
    Bitcoin holders — especially those who bought in during the crypto-currency’s recent surge past $1,000 — are a bit shell-shocked this week: Bitcoin prices plunge as problems persist Bitcoin prices plunged again Monday morning after Mt.Gox, the major exchange for the virtual currency, said tec...
  • Silver-Junior Struggles
    By on February 3, 2014 | No Comments  Comments
    It’s been an incredibly tough last couple years for the miners.  Not only have they had to endure sharply falling metals prices, they’ve had to battle continually rising operating costs.  For the producer companies this combination has been a margin killer.  And for the non-producers it’s b...
  • Silver Short Squeeze 2
    By on January 4, 2014 | No Comments  Comments
    Silver is poised for a massive recovery upleg in 2014, a mean reversion from last year’s dismal action.  The main driver of silver’s initial strength will be American futures speculators covering shorts.  These bearish bets on silver soared to a bull-record high last month, which will require ...
  • Silver Stocks 5
    By on December 28, 2013 | No Comments  Comments
    2013 has been a brutal year for silver.  And a brutal year for a metal obviously doesn’t bode well for its mining stocks.  Companies that have been exploring for deposits, developing mines, and producing silver have sadly become the pariahs of the markets.  But if silver’s fortunes change in ...
  • Silver Launchpad 2
    By on December 21, 2013 | No Comments  Comments
    Silver has cratered in 2013, spawning a sentiment wasteland of extreme bearishness.  Yet peak despair is the very best time to buy low.  Silver prices have converged on multiple major secular support zones, an exceedingly bullish technical launchpad.  The white metal is also very cheap relative t...

Advertisement