Market Commentaries

Mining stocks – On the runway, ready for take-off

September 5, 2011 – Gold has been rising faster than the price of mining stocks.  Here are some statistics to prove this point. In the twelve months ending August 31st, gold has risen ...

Update on long-term 'Core Positions'

September 4, 2011 - Since March 23, 2001, we have been holding goldgrams as our Core Currency Position.  In other words, we have been keeping our liquidity - which is sometimes also referred to ...

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Articles

The Myths and Reality of Gold Confiscation

November 23, 2011 – There are a number of common misconceptions about the gold confiscation foisted on the American people by President Franklin Roosevelt in 1933. Most of these have been ...

“Currency Wars”

October 27, 2011 – It was my good fortune to receive an advance copy of Jim Rickards' new book, “Currency Wars”.  It is a great book, and I highly recommend it. The book is ...

The Swiss National Bank Gives Up

September 19, 2011 – The Swiss National Bank finally gave up.  For months it tried standing alone against all of the bad monetary policies being pursued by the ECB, the Federal Reserve, the ...

Something More Important than the Debt Limit

July 11, 2011 - Discussions by policymakers to increase the US debt limit are in the eleventh hour.  Sadly, so far the circus of intense political posturing has avoided highlighting the real ...

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