Posts by Brent Vandermeer

December Market Commentary

Update on Gold It’s been a volatile few months – especially the last number of weeks where we’ve seen a handful of days where the price has moved up or down more than $20 in a single day. However, the volatility is the only thing that is changing… rest assured, the underlying reasons why we […]

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The Global Public Debt Crisis

At the risk of sounding like the proverbial broken record, the current GFC (global financial crisis) is the predictable result of a great debt super-cycle popping, beginning as early as 2000, but finally manifesting with certainty and very badly in 2008. And it continues to this day with no real resolution by TPTB (the powers […]

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Some Musings on a QE3 World

Executive Summary: The battle between deflation and inflation endures – we believe it is prudent to position for asset deflation and currency inflation. Stock markets have been significantly impacted by QE and remain generally overvalued and dangerous – we believe it is prudent to continue to underweight our stock market exposure. The Details: Regarding the […]

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A Quick Summary of QE3 and the Investment Portfolio

(QE = Quantitative Easing = Money Printing!) Executive Summary: The much-anticipated Federal Reserve update a few weeks ago resulted in – to our surprise, a lot more ‘action’ than we thought would happen. As a result, we continue to be pleased with how our investment portfolio is performing in recent months and we’re even more […]

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