Unbeknownst to economists, the Keynesian bedrock of modern economics using financial repression and government spending funded by debt to manage the business cycle of growth and recession is an artifact of a century of expansive cheap energy and virtuous demographics.Presented as quasi-scientific “laws of economics,” Keynesian policies of suppressing interest rates and funding stim...Read More
Michael Ballanger of GGM Advisory Inc. shares his thoughts on the current state of the economy and the stock market.*Disclaimer: The article is the opinion of Michael Ballanger and not of Streetwise Reports. Topics discussed may be controversial to some readers.*This newsletter always comes out with the title "Summer Doldrums" after the Canada Day holiday for a number of reasons, but the main one...Read More
Spread the loveQUESTION: Do you think the BRICS would create a gold-back currency as proposed by Russia?SJANSWER: The Neocon has directed the Biden administration to remove Russia from SWIFT. Their single-minded goal is destroying the world economy, but they do not care. They think they will conquer Russia and China and dominate the world so they will worry about the monetary system afterward.You...Read More
Technical Analyst Clive Maund takes a look at Metallic Minerals Corp.'s 6-month chart to tell you why he believes it is an Immediate Buy.Many silver stocks are looking like Buys here after their recent significant reactions, and Metallic Minerals Corp. (MMG:TSX.V; MMNGF:OTCQB) is amongst them and is distinguished by the fact that its Accumulation line is already making new highs, as we will see wh...Read More
Barry Dawes of Martin Place Securities looks at the current state of the gold market, which is at a seasonal low.The seasonal low is here?Key PointsGoldGold fitting into seasonal lowsWedge is tighteningVolatility remainingGold StocksBacktesting wedge upside breakoutTSX-V shows some lifeASX Gold stocksXGD downtrend brokenBacktesting wedge upside breakoutBondsBrinkmanship from market playersBreaking...Read More
Dolly Varden has begun drilling on its property in the Golden Triangle. Read on to see what the company expects to encounter on the new property.Dolly Varden Silver Corp. (DV:TSX.V; DOLLF:OTCQF) has announced that it has begun drilling on the Kitsault Valley project, which includes the company's silver property and the newly acquired gold-silver property, Homestake Ridge.The acquisition of Homesta...Read More
The assault on enterprise of the last few years meaning not the biggest politically connected businesses but smaller ones reflecting vibrant commercial life has taken very strange forms.Ever since The New York Times said the way forward was to "go medieval," the elites have been attempting just that. But this medievalism has not come at the expense of Big Data, Pharma, Ag or Media.It mainly hi...Read More
LONDON, 6 July 2023 - Analysis and comment from BullionVault director of research Adrian Ash is published today in an exclusive article for German finance professionals' magazine, AssCompact.Subscribers to AssCompact can read Adrian's 2-page report (in German) in the July edition, out now. Read More
Can you expect continued inflation or a trend toward disinflation and possibly even deflation?That's probably the most important question in economics today.This is more than a matter of competing narratives. The question goes to the heart of modern economics (the so-called Neo-Keynesian consensus) and the models used in economic forecasting.In truth, it goes to the heart of economics generally...Read More
Global Analyst Adrian Day reports on recent acquisitions by two of the royalty companies on his list. Day believes both transactions are positive, and he wants to add to positions.Osisko Gold Royalties Ltd. (OR:TSX; OR:NYSE) announced two transactions in the past week, both positive. First, the company has acquired a pair of royalties on Hot Chili's Cota Fuego copper-gold project in Chile. The gol...Read More
Happy Thursday from sunny Sicily!It's been blazing brightness all week here on the Mediterranean's largest island. We've had a great time so far.But I'm so sunburnt, it's great to be inside typing away.When I started writing the Rude Awakening two years ago, we had far fewer readers than we do now. We also have a different interest rate environment.So I thought I'd revisit a piece I wrote when rat...Read More
LONDON, 6 July 2023 - Comment from BullionVault today leads the latest gold-market report posted on MSN, the global news-site from tech giant Microsoft."Gold's monthly runaround on US jobs data has started early with Thursday's blowout ADP private-sector jobs estimate for June," says the report - first published at MarketWatch - quoting BullionVault research.Read the full story at MSN here:Gold en...Read More
"Adios!" says reader James H.James is loading his luggage... and taking his leave of us. Why?Explains James:The “commentary” you circulated [yesterday] on Independence Day, by Mr. North, was and is a slap in the face of every true American. I’m canceling my link to your site.James of course refers to yesterday's reckoning, "Was the American Revolution a Mistake?"It was authored b...Read More
LONDON, 5 July 2023 - UK investment magazine Investors' Chronicle today highlights BullionVault among the investments held by listed UK fintech fund, Augmentum Plc.Reporting on Augmentum's latest financial results, the fund has invested in "a series of success stories" says the IC.You can read the full story, including analysis of Augmentum's shareholding in BullionVault, at Investors' Chronicle h...Read More
The setting: Beijing, 1971. The characters: United States National Security Advisor Hank Kissinger and Chinese Premier Zhou Enlai.They are discussing diplomacy.At one point a pause broke their conversation. Mr. Kissinger then solicited his host's estimate of the French Revolution's impact upon the world."Too early to say," came the response.Premier Zhou was likely referring to the 1968 student agi...Read More
This gold company announced it has restructured and closed on the sale of a US$150 million note and royalty agreement as it works to get the attention of possible buyers or joint venture partners.Seabridge Gold Inc. (SEA:TSX; SA:NYSE.MKT) announced it has restructured and closed on the sale of a US$150 million secured note to Sprott Resource Streaming and Royalty Corp.The money will be used to com...Read More
Barry Dawes of Martin Place Securities looks at small gold stocks on ASX and the Australian dollar in gold, which is reaching near record highs.Take advantage of June tax loss selling and pick up bargains of a decade in small gold stocks.What the ....?What the ....?What the.....?What the hell is really going on here?The past three years have been a one-way decline in the fortunes of almost all gol...Read More
Asset manager Chen Lin continues to rely heavily on this precious metal. Find out his top picks for the third quarter of 2023.Asset manager Chen Lin may feel like he's starting to sound like a broken record in 2023: silver, silver, silver. The author of What is Chen Buying? What is Chen Selling? is still bullish on the precious metal that is also vital to the emerging green economy.Silver companie...Read More
Technical Analyst Clive Maund takes a look at Arizona Silver Corp. to answer whether or not it is time to buy back. Arizona Silver Exploration Inc. (AZS:TSX; AZASF:OTC)Like vultures waiting patiently perched on a branch for a body to stop twitching, we have waited for frustrated bulls to "throw in the towel" and finally capitulate and dump their stock so that we can buy it at a much better price.T...Read More