Recent Articles

Investors ignore frightful geopolitics

Posted on April 17, 2014

When the former Soviet Union collapsed almost 25 years ago, most global strategic forecasters assumed that the U.S. would adapt pragmatically to her new status of sole world superpower.

Meet "lowflation": Deflation's scary pal

Posted on April 4, 2014

Despite reams of evidence that show how an economy can thrive when prices fall, there is now a nearly universal belief that deflation is an economic poison.

Debt and taxes

Posted on March 23, 2014

The red flags contained in the national and global headlines that have come out thus far in 2014 should have spooked investors and economic forecasters.

Weather or not?

Posted on March 9, 2014

Everyone agrees that the winter just now winding down (hopefully) has been brutal for most Americans.

Janet Yellen's mission impossible

Posted on November 9, 2013

Unless other buyers of Treasuries or MBS can be found to replace the Fed's prodigious buying, the Fed will remain the only game in town.

Off to the races

Posted on September 3, 2013

The exhaustion of short-sellers paired with insatiable global physical demand has positioned gold for an exciting conclusion to a volatile year.

The half full economy

Posted on August 9, 2013

The marginal economic strength that was described in the most recent GDP release from Washington has caused many to double down on their belief that the Federal Reserve will begin tapering Quantitative Easing sometime later this year.

What doesn't kill gold makes it stronger

Posted on August 6, 2013

Current correction in the gold price is a result of speculative money fleeing the market and not any reflection of gold's long-term fundamentals.

Peter Schiff launches gold mining mutual fund amid “greatest buying opportunity during the entire bull market”

Posted on July 20, 2013

During a time in which mining companies are truly hated by investors globally, the outspoken market commentator and CEO of Euro Pacific Capital, Peter Schiff, indicates that this is the best time to be launching a mutual fund with exposure to the sector.

Green investors missing golden opportunity

Posted on July 3, 2013

The likelihood of a strong rebound is supported by both a struggling mining industry and gold's performance during the last great bull market of the 1970s.

The golden cycle

Posted on July 1, 2013

Is it possible that the history is about to repeat itself?

Tapering the taper talk

Posted on June 21, 2013

As usual the Federal Reserve media reaction machine has fallen for a poorly executed head fake.

The biggest loser wins

Posted on May 26, 2013

The world's economies jockey one another for the lead in the currency devaluation derby.

Symptoms don't lie

Posted on May 12, 2013

If consumer inflation data were reported more accurately, it would be revealed that much of the apparent growth is an illusion.

Gold in the crosshairs

Posted on April 15, 2013

Gold's new suitors never understood the fundamental case for gold and now they are turning their affection back to their true love: US equities.

The stimulus trap

Posted on March 26, 2013

This condition occurs when an economy becomes addicted to monetary stimulus.

The pound gets pounded

Posted on February 19, 2013

As the global currency war intensifies, the majority of attention has been paid to the 17% fall of the Japanese yen against the U.S. dollar over the past few months.

The trillion dollar trick

Posted on January 16, 2013

"In reality, our government has been creating more than one trillion dollars out of thin air every year for the past five."

Germany's mixed signals

Posted on May 13, 2012

Last week's media headlines focused on how the election results in France and Greece reflected a wave of rising public resistance across Europe to the austerity programs being championed by Germany, the IMF, and the EU.

Bernanke spooks gold

Posted on March 7, 2012

This past week, gold and silver experienced one of their steeper drops in recent months.

Germany's inner struggle stifles EU action

Posted on September 26, 2011

The leaders of Europe have been criticized for their inability to deal expeditiously with the Eurozone debt crisis. Many view the paralysis through the prism of self interest: taxpayers of the EU's creditor nations are simply unwilling to finance spending …

Twist paves the way for QEIII

Posted on September 26, 2011

Earlier this week the Federal Reserve ignited a firestorm in the global markets by admitting that the U.S. economy is facing significant downside risks.

Silver takes it on the chin

Posted on May 6, 2011

This week saw the type of downside volatility in the precious metals market that will be remembered for years to come

Silver set to soar as paper folds?

Posted on April 25, 2011

As a result of active "demonetization" efforts by the IMF and its member central banks, gold and silver have experienced the type of volatility that has given conservative investors reasons not to perceive the metals as dependable cash alternatives. Instead gold and silver have become known as the asset class to hold as a hedge against inflation.

Japanese fallout may hit treasuries

Posted on March 17, 2011

Japan is facing two meltdowns in the wake of its devastating earthquake.

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