Posts Taged quantitative-easing

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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Market Update ~ September 23, 2011

Investment Update Financial markets are under extreme selling pressure this week after the US Federal Reserve’s gloomier than expected report. To you, our client and faithful reader, this comes as no surprise. However, it appears that all “risk assets” are being sold off and that includes gold and silver. An incredibly bizarre flight to the […]

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Investment Update – August 2011

We’ve certainly had an interesting week in the markets as a direct result of the global over-indebtedness we have long-been talking about. While we have expected the markets to sell-off, when they do, it causes even our well prepared clients some concern. Please, let us offer a few words of context and our views on […]

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