Don Coxe Still Likes Gold, Mining Shares, and Agriculture

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Don Coxe got on the horn with Eric King at King World News yesterday to share his latest macro outlook.  Coxe’s blend of historical and economic acumen, expressed in a thoughtful Canadian tongue, is always a treat. He’s a gold bull, and is especially keen on mining shares as a “20-year call option” on gold […]

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Analysts agree – they’re wildly bullish on gold!  From Hard Assets Investor: The analyst community remains overwhelmingly bullish when it comes to gold in 2012. Respected precious metals consultant GFMS came out Tuesday with its call for $2000/oz gold within the next year. “Concern over nearly all currencies’ long-term value remains acute, and this includes […]

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This morning, while walking my weimaraner Banjo around midtown Sacramento, I cranked up my Android and caught a great interview with Felix Zulauf by Jim Puplava for his Financial Sense Newshour.  Felix shared his thoughts with Jim on inflation risks, world central bankers, the precious metals, a buying opportunity in uranium, and China. You can […]

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Sentiment on the dollar is in the tank – and we’ve got a pretty decent crisis on our hands in the Middle East. So you’d think with all the bad news already priced into the buck that this turmoil would be enough to send the dollar sprinting higher. Good guess…but thus far, an incorrect one! […]

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Richard Russell dismisses the chatter about a bubble in gold in his latest Dow Theory Letter.  Here’s an excerpt, courtesy of our friends at The Daily Crux: Question: Russell, what do you make of all the talk about gold being in a bubble? Answer: I’ve seen a number of bubbles in my life, and they […]

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How does our current recession (or more likely, soft depression) compare with the Great Depression?  For an excellent account of the United States’ last go-round with economic collapse, I’d highly recommend The Great Depression: A Diary by Benjamin Roth. Roth is a Youngstown, Ohio based attorney who details a compelling play-by-play of the Depression, spanning […]

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As the dollar begins to look a little frisky, gold is once again turning its anger on other fiat currencies, with the euro directly in the barbaric relic’s line of sight.  Quietly, gold hit a new all-time high against the euro last week: Can you spot the trend? (Source: StockCharts.com) Hat tip to Daily Wealth’s […]

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Here’s a recent excerpt from Richard Russell’s Dow Theory Letters (courtesy of Financial Sense): The gold bull market will not end with a fizzle and a whimper. It will end with intense speculation and widespread interest from the funds and the public. We haven’t seen that kind of activity yet, but I’m convinced that a […]

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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 […]

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Gold, the beloved investment pick that is still being heralded as a one-way trade to the moon, is getting some $1500 love from traders.  Bloomberg reports: Investors are accumulating enough bullion to fill Switzerland’s vaults twice over as gold’s most- accurate forecasters say the longest rally in at least nine decades has further to go […]

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