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I have to admit, I thought the precious metals would get slammed today if the Fed announced anything less than $1 trillion in QE2. And slammed they were, when the pitiful number of $600 billion was announced. However, both gold and silver rallied by the closing bell to pare down their losses, and both are […]
One of the biggest mistakes that I personally have made as an investor over the past 18 months has been underestimating the power of the reflation trade. While you probably know I’ve been a big time commodity bull since 2004 (and had a lot of success in agriculture especially), I “lost my way” after getting […]
Here’s a great guest piece by Doug Casey, the Founder and Chairman of Casey Research. This is adapted from Doug’s presentation this past weekend at Casey’s Gold & Resource Summit. Quick note that I agree with many of Doug’s points, and I think his analysis and thinking is excellent (as usual). One point I’m starting […]
Another nice job by our buddy David Galland in this guest piece, as he takes a look at the relationship between huge (unpayable?) debt levels and interest rates, gold, and inflation. Of the many good points that David makes, the one that really got me thinking is the behavior of gold in a low interest […]
One of the theme’s we’ve been harping on is that it’s going to be a long time before things get “back to normal” in the economy. In fact, the BEST case scenarios I can deem plausible involve a lost decade or so of economic growth – with the worst, of course, being a big uglier. […]
If you hold gold in your portfolio – be it as an insurance policy, a hedge against inflation, or a speculation – you’re probably always considering the risk of the government cracking down on gold ownership. And if you’re not worried – you probably should be! Not to sound the alarms too loudly, but it’s […]
One of the paid publications that I mention a lot here is The Casey Report. It’s a monthly publication put together by the astute folks at Casey Research – one of the very best at breaking down the big picture, in my opinion. In honor of Casey Research being named to the Inc 5000 (a […]
Many of us in our Contrary Investing community are sympathetic to the deflation argument. And many of us are also gold bulls – either former, or present! So how will gold perform if deflation wins out in the near term (as we anticipate?) I have to admit I personally am not bullish on gold and […]
(Doug Casey Interviewed by Louis James, Editor, International Speculator) July 21, 2010 L: Doug, one of the most common replies we hear from the bulls who think the global economy is on the mend – or soon will be – is that China has huge cash reserves and a huge middle class with savings who will […]
Save the Virgins! By David Galland, Managing Editor, The Casey Report This morning I read an interesting story in Soundings magazine. It recounted the final voyage of the S.S. Morro Castle, purportedly one of the safest ships afloat back in 1934 when it regularly transported revelers on junkets between New York and Havana. Then, on the night of […]
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