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 | Egon von Greyerz - Matterhorn AM |
| THE DOLLAR – FROM BOHEMIA TO BUST |
| Virtually no investor studies history and the few who do always think it is different today. The most important lesson is that people never learn. If they did, they wouldn’t be invested in a stock market that on any criteria is now at a bubble extreme. And they wouldn’t be invested in a global debt market which has grown exponentially in recent decades and which will become worthless in the next few years as debtors default. Nor would anyone hold paper money which is down 97-99% in the last 100Friday, February 9, 2018 |
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 | Michael Pento - Delta Global Advisors |
| Don’t Fight the Fed! Or the Rest of the World’... |
| On March 9, 2009, The Wall Street Journal’s Money and Investing section posed this ominous question: "How low can stocks go?" The stench of economic malaise was suffocating as the Dow Jones Industrial Average (DJIA) rounded off its fourth straight week of losses, and the S&P 500 touched below 700 for the first time in 13 years. Goldman Sachs cautioned the S&P could fall to 400, while CNBC’s Jim Cramer was busily calculating the stock valuations of the DJIA components based on balance sheet cash Tuesday, January 30, 2018 |
|
 | Alasdair Macleod - Finance and Eco. |
| Follow the money |
| Since 2009, equities and other financial assets have climbed a wall of worry. Initially, it was recovery from the threat of a complete financial collapse, before the Fed saved the system once again.Systemic collapse continued to be on the cards, with European banks at risk of bankruptcy. We still talk about this today. More walls of worry to climb.The global economy has not imploded, as the bears have consistently warned. Systemic and other dangers still exist. The bears now point to excessive vThursday, August 3, 2017 |
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 | Chris Vermeulen - GoldandOilGuy |
| US Equities Extend Channel, Possibly Into Super-Bull Run |
| Recently, lots of news items have been discussing the run in the US equity markets and “how long can it go on like this?”. Our analysis of the markets shows us that many of these industry analysts are failing to consider one very important factor in much of their results. We wanted to share this with you through our own analysis so you have a clear picture in your head regarding the potential for US equities.
In our opinion, most of the industry leading analysts are developing conclusions based Thursday, June 1, 2017 |
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| Egon von Greyerz - Matterhorn AM |
The More Central Banks Print, The More Gold Silk Road Countries Will Buy  |
| To ride a bull market is like climbing a wall of worry. Most of the time the market seems to be consolidating or correcting. The bull market in gold fits that picture perfectly. It started in 1999 at $250 but very few got in at the very bottom. We entered the market in 2002 at $300 with a very strong belief that the world economy and financial system would have unsolvable problems. Since then we have seen a very strong bull market interrupted by totally normal corrections. AdTuesday, May 2, 2017 |
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| Egon von Greyerz - Matterhorn AM |
| IT WILL ALL GO HORRIBLY WRONG |
| IT WILL ALL GO HORRIBLY WRONG
By Egon von Greyerz
To own gold is not climbing a wall of worry. For anyone who understands the problems that the world is now facing, physical gold ownership gives peace of mind and the best insurance that money can buy. So why is less than 0.5% of world financial assets invested in gold and gold stocks? There are several reasons for this. Firstly, 100 years of massive credit expansion and money printing have mainly inflated the asset classes that investors understFriday, March 3, 2017 |
|
 | Michael Ballanger |
| Post-Summer Outlook for Metals Investing |
|
The heat I took last week over my "Back up the Truck" call was somewhat comedic in that every guru out there was urging "extreme caution." Meantime, what was I telling you that I was doing? I was buying every gold/silver share and call option that I could afford in the last two weeks of August.Friday, September 9, 2016 |
|
 | Bob Hoye - Institutional Advisors |
| Libor is Signaling a Problem |
| Signs of The Times
Perspective
One could not deliberately contrive the conditions behind some of the above
headlines. The headline writer at the FT must have enjoyed the irony about
the worst productivity number and market highs. We did and we don't think it
is an example of the stock market climbing the "Wall of Worry".
It is another example of bureaucratic madness such as buying bonds in the
late 1940s in a futile attempt to keep long-dated Treasuries from rising above
3 percentThursday, September 1, 2016 |
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 | Captain Hook - Treasure Chest |
| Do or Die |
| The laws of the jungle are becoming important again as the life cycle of humanity continues to turn. Increasingly, it's survival of the fittest for both the have-nots and haves alike, whether they choose to realize this or not. In the jungle, it's 'do or die' - the laws of natural selection. The weak and less endowed must stay ahead of the strong or be eaten - and they know it. For some time now however, increasing numbers of human beings have become desensitized to rules of Mother Nature due toWednesday, August 31, 2016 |
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| Chris Vermeulen - GoldandOilGuy |
| Insiders Are Secretly Selling |
| A Cycle Top in The Stock Market Next Month
It was "Panic Buying" that pushed the Dow Jones and the SPX Indices to record
highs. To be sure there is trouble brewing in this rally. Smart money has left
the stock market, as the charts at the end of this article will display!
While Wall Street insiders appear to know that something is seriously amiss
with the economy, no one is warning the retail investor.
The SPX continues to develop and complete its Broadening Topping Pattern.
The next treFriday, July 29, 2016 |
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| Captain Hook - Treasure Chest |
| No Rest For the Wicked |
| The problem is, if you're a wicked money printing central bank, busy debasing our entire society, you can't stop the music because everybody would lose purpose quickly - with all falling down - like Humpty Dumpty. Nope - there's no rest for the wicked - our wicked central planners - because you can't taper a Ponzi scheme. This self-evident truth was confirmed this past week when the Bank of Japan (BOJ) disappointed stimulus junkies and didn't ease, sending the Nikkei down 600 points in just a feMonday, May 16, 2016 |
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| Eric Dubin - Investor Intelligentsia |
| Silver Shortage – David Morgan on SD Weekly Metals Markets |
| SD WEEKLY METALS & MARKETS
Throughout 2015’s Severe Retail Investment Silver Shortage, Skeptics Claimed That Silver Itself Was In Abundant Supply & the Shortage Was Merely a Production Issue. Is There In Fact A Massive Shortage of Physical Silver Metal Developing in the Market?
Renowned Silver Expert David Morgan Joined the Show to Present the Cold, Hard Data.
MP3 podcast streaming or right-click and “save as” for download:
Podcast: Play in new window | Download
YouTube steaming alternative:
Saturday, May 14, 2016 |
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| Captain Hook - Treasure Chest |
| No Free Lunch Redux |
| This is not the first time this subject matter has crossed these page, and I can assure you, it won't be the last. The forces behind the colloquialism 'no free lunch' is a primary tenant in nature, and for this reason a correspondingly central tenant of 'sound economics' and the Austrian School. This ideal caught my attention like no other studying economics way back when because it was the only sign on my favorite professors door besides his name. That's how I grew to appreciate its importance Monday, May 9, 2016 |
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 | Jordan Roy Byrne - The Daily Gold |
| Gold Stocks: Extended but More Upside Potential |
| What a move in the gold
stocks! The sector has refused to correct for more than a few days at a
time. All weakness has been bought as a wall of worry has been built
and the sector emerges from a historic low that could be on par with
the 1942 low in the stock market. I thought the Federal Reserve
statement or reaction to it (along with the market’s
overbought condition) might cause the sector to correct this week.
Instead, GDX and GDXJ powered higher and have gained roughly 13% for
the week.
TheSaturday, April 30, 2016 |
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| Jordan Roy Byrne - The Daily Gold |
| Gold Stocks Climbing Epic Wall of Worry |
| The gold stocks have had a tremendous rally in recent months that has left
most investors and even gold bulls on the sidelines. From low tick to high
tick GDXJ has more than doubled while GDX has nearly doubled. Indices such
as the HUI and XAU have more than doubled. It has been a fantastic rally yet
both anecdotal and actual data suggests there has been a major wall of worry
building. Although gold stocks may be starting a correction, the presence of
a strong wall of worry providesFriday, April 22, 2016 |
|
 | Adam Hamilton - Zealllc |
| Silver’s New Bull Market |
| Silver officially
entered a new bull market this week, decisively crossing the
necessary +20% threshold. Speculators and investors alike are
returning as awareness spreads of how radically undervalued silver
is compared to prevailing gold prices. When silver awakens to a new
bull market after a long bearish slumber, massive gains are usually
unleashed. Silver’s tiny advance so far is just the tip of the
iceberg.
This Tuesday,
silver surged 4.4% higheFriday, April 22, 2016 |
|
 | Clif Droke |
| Candidates confirm: No crash this year |
| Candidates confirm: No crash this yearA CNN Money article this weekend provided contrarian investors with a moment of clarity. "Trump and Cruz predict stock market 'crash'" the headline proclaimed. Contrarians couldn't find a more emphatic statement of mainstream bearish capitulation than that.The market opinions of high-profile public figures are always as fascinating as they are instructive. Most public figures have only an elementary grasp on the financial markets; this is doubly true for Thursday, April 21, 2016 |
|
| Captain Hook - Treasure Chest |
| The Last Laugh |
| There's an old saying - he who laughs last - laughs loudest and longest. Applied to the financial markets, and more specifically those markets that represent man's innovation (stocks) set against those grounded in more earthly concerns (commodities), in looking at the situation right now, it appears we are at point of 'peak optimism'. Those in a position to truly benefit from the trend of innovation capitalization are laughing right now, with the oligarchs (tech savvy rentiers, wealthy speculatoMonday, March 21, 2016 |
|
 | Richard Mills - Ahead of the Herd |
| Demise of London Gold Pool Ends Vietnam War |
| In July 1944, as allied troops were racing across Normandy to liberate Paris, delegates from 44 nations met at Bretton Woods, New Hampshire - the United Nations Monetary and Financial Conference - and agreed to “peg” their currencies to the U.S. dollar, the only currency strong enough to meet the rising demands for international currency transactions.
“At the closing banquet, the assembled delegates rose and sang “For He’s a Jolly Good Fellow.” The fellow in question was John Maynard Keynes,Tuesday, March 1, 2016 |
|
 | Mike Maloney - Goldsilver |
| The Three Phases of a Bull Market |
| Have you ever wondered when to get into an investment and when to get out?
Almost every bull market has 3 distinct phases and if you can learn to recognize them it will help your odds tremendously of getting in while the market still has room to go up, and get out before you ride it back down again.
Three Phases of a Bull Market
Have you ever stood on the sidelines of an investment market (Stocks, Bonds, Precious Metals, or Real Estate) with sweaty palms not sure of what to do?
YouTuesday, February 16, 2016 |
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