By Eric Peters, CIO of One River Asset Management; read this post after first reading "The Most Important Question For The Market Is Identifying The Driver Behind Record Low Negative Real Rates"Un-Orthodoxy"Rising inflation and growing government debt may not seem like the natural ingredients to lower longer-term real yields," explained Marcel, our Head of Research, our investment t...Read More

McClellan Financial Publications, IncPosted Nov 17, 2021Nov 12, 2021The price of gold and the Japanese yen are fellow-travelers, correlating very strongly most of the time.Occasionally they disagree,and when they do that can be useful information. Because of this relationship, a sentiment indication that is useful for the yen can also be useful for gold prices.This week’s chart shows data fr...Read More

Authored by Mike Shedlock via MishTalk.com,Let's discuss leverage and where we are in the investment cycle.Despite huge stock market gains over the last decade, U.S. pensions are hundreds of billions of dollars short of what they expect to need to pay public worker retirement benefits.As a result of underperformance Retirement Fund Giant Calpers Votes to Use Leverage, More Alternative Assets...Read More

After unexpectedly tumbling in September, US housing starts and permits were expected to rebound modestly in October, but the picture was more mixed than hoped for.US housing starts unexpectedly fell for the second straight month (-0.7% MoM vs +1.5% MoM exp) but US building permits rose more than expected (+4.0% MoM vs +2.8%) from the downward revised 7.8% MoM slump in September)...Source: Bloombe...Read More

Too much of a good thing...STIRs are continuing their hawkish trend, with the market now pricing a 19% chance of a rate-hike as soon as March 2022...US Treasury yields are on the rise again this morning, with 30Y yields breaking out to one-month highs...and it appears that surge in yields is sparking some anxiety in equity markets (led by value-heavy Small Caps)...Gold is higher this morning amid...Read More

Rich Dad, Released on Released on 11/17/21In July 2021 democrats agreed on 3.5 trillion-dollar domestic spending plans, highlighting considerable spending to fight climate change. Today's guest says this little-known commodity, carbon credits, will help all corporations reduce their carbon emissions and make money.Marin Katusa, author of "The Rise of America" says, "This will be the most important...Read More

Mohamed A. El-Erian, President of Queens' College, Cambridge University, and Chief Economic Advisor at Allianz, the corporate parent of PIMCO, where he previously served as CEO and co-CIO, argues in the following interview with Goldman Sachs' Allison Nathan that the Fed could be heading towards an historic monetary policy mistake by reacting too slowly to rising inflationary pressures.Allison...Read More

Jay Taylor Media, Released on Released on 11/17/21Alasdair Macleod-explains why the only form of protection against the increasingly likely collapse of fiat money will be physical gold and silver and not currency.Alasdair Macleod is head of research for GoldMoney. Alasdair has been a celebrated stockbroker and Member of the London Stock Exchange for over four decades. His experience encompasses eq...Read More

Jay Taylor Media, Released on Released on 4/12/23The United States claimed the world's reserve currency after President Nixon detached gold from the dollar and arranged to have OPEC require all international oil sales be priced in dollars. But, as economist Robert Triffin understood, in order to have the world's reserve currency it required the U.S. to destroy its domestic economy by running huge...Read More

Rich Dad, Released on Released on 3/9/22The Federal Reserve has printed $30 Trillion dollars in 30 months. More than any other time in history. As you know, low demand and high supply mean a drop in value of anything, including the dollar. The reason Robert and Kim Kiyosaki hold gold and silver is because they don't trust the government. Today's guest explains why you should hold gold and silver....Read More

Fox News, Released on 3/23/2"The Department of Justice was spying on journalists and Project Veritas." press freedom, project veritasO'Keefe: 'This is insane, this should shock everyone' added by Herman James on 03/24/2022View all posts by Herman James ?+'Read More

Jay Taylor Media, Released on Released on 3/30/22Alasdair Macleod discusses the U.S. massive trade and fiscal deficits and the exponential direction of those deficits that are blowing up the dollar-based system.Alasdair Macleod is head of research for GoldMoney. Alasdair has been a celebrated stockbroker and Member of the London Stock Exchange for over four decades. His experience encompasses equi...Read More

Kitco News, Released on Released on 3/31/22Gareth Soloway, chief market strategist of InTheMoneyStocks.com, discusses with David Lin, anchor for Kitco News, the next key levels for Bitcoin, oil and stocks. 0:00 - Bitcoin price forecast8:47 - Altcoins12:00 - Trading new securities13:42 - Oil17:00 - Inflation19:53 - Stocks23:30 - Labor market25:23 - Trade implications Gareth Soloway is a professiona...Read More

Jay Taylor Media, Released on Released on 4/13/22Alasdair Macleod explains that gold denominated in dollars and other fiat currency is likely heading to much, much higher levels.Alasdair Macleod is head of research for GoldMoney. Alasdair has been a celebrated stockbroker and Member of the London Stock Exchange for over four decades. His experience encompasses equity and bond markets, fund managem...Read More

Kitco News, Released on Released on 4/13/22Lyn Alden, founder of Lyn Alden Investment Strategy, discusses the most important economic trends right now with David Lin, anchor for Kitco News. Lyn Alden is the founder of Lyn Alden Investment Strategy. Lyn has a bachelor's degree in electrical engineering and a master's degree in engineering management, with a focus on engineering economics and financ...Read More

Kitco News, Released on Released on 5/2/22The U.S. Federal Reserve is expected to raise interest rates by 50 basis points at this week's meeting, and it's likely risk assets like tech stocks will head lower on the news, said Gareth Soloway, chief market strategist of InTheMoneyStocks.com. Soloway discusses his outlook for stocks, gold, silver, oil, and Bitcoin with David Lin, anchor for Kitco News...Read More

Rich Dad, Released on Released on 5/4/22Rich Dad Co-founders Robert and Kim Kiyosaki are joined by two of the best sources of information on the current economy - Nomi Prins, former Wall Street Insider and trusted friend, and Andy Tanner, the Rich Dad Advisor for Paper Assets. You will be exposed to the lies you are being sold as they discuss strategies to profit and protect your money! If you wan...Read More

Jay Taylor Media, Released on Released on 5/11/22Alasdair Macleod explains the connection between Keynesian economics and the massive value destruction that Keynesian lies have resulted in.Alasdair Macleod is head of research for GoldMoney. Alasdair has been a celebrated stockbroker and Member of the London Stock Exchange for over four decades. His experience encompasses equity and bond markets, f...Read More

Kitco News, Released on Released on 5/12/22Gareth Soloway, chief market strategist of InTheMoneyStocks.com had called for Bitcoin to retest the previous cycle's all-time high, $20,000. Speaking with David Lin, anchor for Kitco News, Soloway updates his price targets for Bitcoin, gold, and stocks. 0:00 - $20k Bitcoin9:15 - Crypto winter11:50 - Long-term Bitcoin thesis15:10 - What's next for Bitcoin...Read More

Jay Taylor Media, Released on Released on 6/15/22Alasdair Macleod explains that our policy makers do not understand how America has arrived at this horrific financial state and how to best invest now.Alasdair Macleod is head of research for GoldMoney. Alasdair has been a celebrated stockbroker and Member of the London Stock Exchange for over four decades. His experience encompasses equity and bond...Read More