The biggest danger to our society will be food prices and food costs....Productivity of grains has fallen to 1.2% per year which matches population growth exactly leaving society with no safety margin. [In addition,] there is a coming shortage of two fertilizers which occur exclusively in nature...so once the supply is gone, it’s gone forever - and this can only mean that commodity prices are going higher - much higher. Words: 585
Read More »Soros Fund's Latest Buys Suggest Gold-related Investments to Move Sharply Higher in 2013 – Here's Why
George Soros’ hedge fund, Soros Fund Management LLC, states in its Nov. 14th 13-f filing that, among other major moves related to gold, the fund has added a $9 million call option position on the GDX which means that management of the fund believes that gold mining equities are extremely undervalued on a short term basis and that major money to be made over the next 6-12 months, via a sharp move higher in the GDX. Words: 405
Read More »There's No Rationale For Owning Gold Mining Equities – It's As Close As You Can Get To Insanity! Here's Why
Hedge fund manager Hugh Hendry has stated, "There is no rationale for owning gold mining equities. It is as close as you get to insanity. The risk premium goes up when the gold price goes up." Indeed, the notion that adding gold and other commodities to one's portfolio produces a higher expected return with lower risk failure has failed of late and can be illustrated through the following charts. Words: 808
Read More »Grantham: Paradigm Shift Taking Place In Commodity Prices
We are undergoing a Paradigm Shift in the price trend of virtually all commodities – perhaps the most important economic event since the Industrial Revolution. [Let me explain why that is the case.] Words: 765
Read More »3 Silver Miners & 1 Silver Streamer That Pay Dividends
For those looking at an alternative, or complement to their gold holdings, below we outline 4 silver companies (3 producers, 1 streamer) that currently pay a dividend and, as such, provide some yield during low interest rate times, and provide a hedge against inflation should it arise. Words: 1612
Read More »Goldrunner: Gold’s Extremely Bullish Backdrop Setting Stage for Run to $2,050, Then $2,400, Then $4,500 and Ultimately $10,000-12,000! (+2K Views)
Our subscription service provides detailed technical analysis of where the price of gold, silver and precious metal stocks are going short term (in the next week or two), intermediate term (within the next 3-6 months) and long term (the ultimate top) in each stage of their respective bull runs. This service comes with detailed charting based on conventional technical analysis and our proprietary fractal analysis based on the '70s. Below are some of our latest comments and rationale for expected price movements in gold without illustative charts which are only available to subscribers. Words: 1000
Read More »Where Will S&P 500 Be At End 2012? Here Are the Forecasts & Probabilities
This article compares the 2012 year-end price forecasts for the S&P 500 from leading research sources with where the index is today, what various statistically generated price probabilities say about the year-end price [and, as such, how we plan to allocate our assets in the interim.] Words: 1445
Read More »Nick Barisheff: Gold Could Easily Double in Price – Here’s Why (+2K Views)
Barisheff thinks the gold price could be “easily double” right now because he believes that, “What’s kept the price down is the artificial leased gold going onto the markets.”
Read More »Martin Armstrong: There Will Be NO Return to the Gold Standard Without Serious Unrest & Collapse – Here’s Why (+2K Views)
There are those who keep insisting that there be a return to the gold standard without serious unrest and collapse. What they do not realize is that such propositions are really a call to arms. Government will not return to a gold standard because it would be a loss of power and overturn the very nature of how our republics (not real democracies) actually function....Words: 308
Read More »Shiller & Siegel Forecasts of Future Real Stock Market Returns Differ Considerably (+2K Views)
By smoothing out the effect of the business cycle on corporate earnings, investors get a truer picture of how expensively or cheaply stocks are priced. Yale professor Robert Shiller has popularized this concept and packaged it as the Shiller P/E ratio, alternatively known as the cyclically-adjusted P/E (CAPE) ratio, and it has become a widely followed and efficacious stock market valuation measure. Currently the ratio is standing at a 21.4 (approximately 30% higher than its long-term average) causing many value investors to adopt a cautious stance toward US stocks. [Let me explain more fully.] Words: 690
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