Silver is fundamentally undervalued – especially relative to gold. Both will do well during a currency crisis, according to Jim, but silver could outperform. Jim also comments on agricultural commodities in this rapid-fire Q&A session.
Sep 022010
The following is inspired by the rumoured defection of China’s central bank governor, Zhou Xiaochuan, over $430 billion in losses on a short US Treasury position. According to undisclosed sources, the governor was facing ‘punishment’ for the losses and fled the country. The rumor was false. True or not, as [...]
Aug 262010
Max Keiser talks economic chaos, financial fraud, death spirals, vanity trading, movie futures, facebook users union, oil. Share, Print or PDF
Fresh update from Kingworld News on Ben’s massively bullish views on gold and silver: Ben Davies is CEO of Hinde Capital – Rising Star Ben Davies gives a tremendous interview on the recent action in the gold & silver markets and gives KWN listeners a sneak peak of what he [...]
From Hinde Capital: Long term silver fundamentals imply a substantial re-rating of silver will happen, but this was first highlighted at the beginning of the decade and as yet remains highly undervalued. When such assets are so undervalued one has to maintain a core allocation. However as Fund managers, we [...]
James G. Rickards is Senior Managing Director for Market Intelligence at Omnis, Inc. and co-head of the firm’s practice in Threat Finance & Market Intelligence. He is also a member of the Board of Directors. Mr. Rickards is a seasoned counselor, investment banker and risk manager with over thirty years [...]
Let’s assume you’ve listened to the numerous investing gurus that argue investors should at least have a portion of their assets exposed to gold. You’ve decided that you want to invest in gold. Done. [As usual, this is just my opinion, I could be dead wrong about everything and you [...]
Aug 192010
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Aug 192010
UPDATE: VIDEO WITH EGON VON GREYERS (AUTHOR OF THE MATTERHORN REPORT) Inflation or deflation? To some, the answer is ‘yes’ to both. Matterhorn expands on the topic of how one triggers the other. Some notable quotes from a recent Matterhorn Asset Management commentary: – “The hyperinflationary depression that many western [...]
Aug 132010
Eric Sprott and David Franklin announce the death of Kenesian economics. The chart below illustrates their point in stunning clarity. While other notable economists (e.g. Richard Koo) argue that fiscal stimulus is necessary to avoid an economic black hole, Sprott suggests we’re simply throwing good money after bad. I think both [...]
If you’ve heard Ben Davies of Hinde Capital speak, you’ll know why you should own at least some gold in your portfolio. You’ll know that fiat currences are essentially highly levered entities with virtually no backing whatsoever – except for the general faith of joe public. You’ll also know why [...]
Goldman goes for gold… Share, Print or PDF
Aug 102010
Most governments cut spending while the US ponders printing more money… is it sustainable?
