We are near a low in gold and resource shares and, over the next few years, fortunes will be made by those investors staying the course and remaining committed to this investment sector. As Rick Rule says, “you have stayed for the pain, will you not stay for the gain?”

The current unnatural control over the natural forces of Supply/Demand could continue much longer than most expect - the disappointing expectations for 2013 may repeat in 2014. Here is how we see the developing “story” that explains why gold and silver have not changed trend.

What would the optimal portfolio allocation in gold have been according to Modern Portfolio Theory over several different periods of time? This article has a look at how an investor could have combined gold and equities to enhance risk-adjusted returns.

History clearly shows there is a direct link between inflation and gold demand. When inflation jumps, or even when inflation expectations rise, investors turn to gold in greater numbers. When gold demand rises, so does its price and you can guess what happens to gold stocks. Below is a look at the extent of consumer purchases after inflation (and in some cases hyperinflation) took off in a number of countries.

History is testament that there exists monumental probability (76% to 100%) that 2014-2016 will witness impressive gains for Gold, Silver and Precious Metal Equities…across the board. Below are charts of 8 different forms of precious metals assets that show that Golden Crosses are a fait accompli or are about to experience imminent completion thus heralding an immediate new Bull Market and that the forth-coming secular bull markets in all forms of precious metals may well far surpass the forecasts herein stated. The focus of the following analysis is to prove the predictable accuracy and timing of the The Golden Cross.

Obama has introduced the MyRA account and it is the prelude for eventually taking over the country’s entire pension programs, taking over all the accounts, (stealing your lifetime savings), and exchanging them for the US Treasury Bonds the Fed cannot sell to countries anymore. This is the only way the US government can cover its trillion $ (and growing) deficit spending. Got gold- physical gold?

News out of Venezuela continues to be quite grim, pointing to further economic deterioration... Here is the the latest:

I get tired of preaching economic disaster and I am sure readers are just as tired of reading about it. Yet, it is coming regardless. The disaster will be of such importance that one cannot overemphasize it or warn too often about it. It will be a disaster of unprecedented scale.

The Canadian housing market is headed for a significant bust, in my view. It's going to be a repeat of the 2008 mortgage bubble deflation. Only it's happening to the north. People will lose a lot of money but those who understand and are properly positioned may gain fortunes.

With international reserves in virtual free-fall, the black market peso rate plunging, and no sign for months that President Kirchner has any appreciation at all of the gravity of the situation, the country is in the advanced stages of another financial panic/meltdown. This will end badly, another chapter in the long history of Argentine financial crises extending back almost 100 years.