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Post by Entendance on Nov 26, 2022 4:45:27 GMT -5
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Post by Entendance on Nov 29, 2022 3:51:41 GMT -5
'It's remarkable to me how close we appear to be getting to near-universal recognition that silver and gold (along with a host of other commodities) are priced based upon the activities of a relative handful of large paper traders on the Comex (and other exchanges) and not on the workings of the world of actual supply and demand.
I'm convinced that once the critical level of universal recognition is achieved (and it appears to be quite close), then we will experience the true free market price, which will be decidedly higher, particularly in silver...'
 London Gold Market – The biggest has Yet to Come 
 Mystery Of The Gold From Troy, Poliochni And Ur Solved! |
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Post by Entendance on Dec 3, 2022 5:16:47 GMT -5
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Post by Entendance on Dec 6, 2022 2:44:21 GMT -5
When governments meddle with prices, the results are always bad...
Central bankers told citizens of the world that inflation would be transitory (wrong)…
Now they claim that a few tiny rate hikes from the zero zone will fix the problem. Sadly, inflation can’t be fixed with these tiny rate hikes because it is caused by out-of-control government debt and spending, and by the macabre sanctions that are creating “here to stay” inflation in Europe...
A Wyoming “goldback” worth about $20. The company that makes the bill says it contains 1/200th of an ounce of 24-karat gold.
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Post by Entendance on Dec 10, 2022 1:22:32 GMT -5
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Post by Entendance on Dec 10, 2022 13:54:02 GMT -5
In this compelling and timely MAMChat, Matterhorn Asset Management (MAM) founder, Egon von Greyerz, along with reputed MAM advisors, Grant Williams and Ronni Stoeferle, share unique insights on the most pressing themes of current markets and the road ahead.
This includes highly-experienced perspectives on risk asset valuations, crypto markets, inflationary direction, central bank pivots, derivative risk and significant (as well as alarming) trends in rate and currency markets. Naturally, each of these themes support a central thesis of empirical market and hence wealth risk, all of which culminate in a discussion of physical precious metals. Net conclusion: Gold is an essential allocation for investors dedicated to the historical task of sound risk management.
Egon opens the discussion as to the far-reaching and longer-term implications behind the recent FTX implosion in particular and the loss of trust in crypto markets in general. Grant, as well as Ronni, then address the more nuanced questions of “worth,” “valuation” and even “money” in this specific backdrop, debating as to whether or not it’s fair to separate BTC from the larger (and embarrassing) crypto narrative.
The conversation then turns to the massive risks percolating from the global debt, liquidity and hence derivative markets, all of which point toward recession forecasting for 2023--an all but forgone conclusion.
Of course, the equally important themes of inflation, interest rate and hence currency direction are squarely addressed, with each offering unique perspectives and views. What is ultimately agreed, however, is the growing significance of physical gold as a timely (as well as historical) instrument of managing each of the foregoing risk factors. As Grant observes, the closer one comes to understanding the overlapping (as opposed to isolated) importance of these macro themes, the more inevitable the “light bulb moment” of recognizing gold as an obvious choice for sophisticated investors/risk managers.
For those who have yet to experience such a golden “light bulb moment,” this MAMChat will bring you one step closer.
For those who already understand gold’s critical role as wealth management instrument, we are sure you will find wisdom and confirmation in the insights of this unique trio in the gold space.
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Post by Entendance on Dec 11, 2022 5:03:29 GMT -5
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Post by Entendance on Dec 12, 2022 13:58:53 GMT -5
Matterhorn Asset Management (MAM) principal, Matthew Piepenburg, sits down in Zurich with MAM advisor, Grant Williams, in a brief (18-min) yet compelling exchange of ideas as to how and where the tides are moving in global markets and public trust.
The conversation begins from the top down as Piepenburg addresses his view of, as well as concerns for, an openly deteriorating macro picture. Specifically, Piepenburg raises a theme of technological progress far outpacing human wisdom when it comes to transparent and accountable financial leadership at all levels, from the corporate “executive” ranks (think SBF/FTX) and commercial banks (Bear Sterns/Credit Suisse) to the broader and failed policies of the global central banks (with an emphasis on the US Fed).
Piepenburg, who sees a great deal of “platitudes and lofty language hiding a lot of bad math,” is concerned about central banker’s mis-managing a financial system which is now at a dangerous inflection point as to their misleading (and mis-handled) recessionary and inflationary narratives. Turning from monetary policy to tech-sector/market warnings, the massive turns of leverage and misuse of client funds recently highlighted by the FTX implosion is, sadly, nothing new; rather it serves as metaphor of a much larger and systemic problem which both Williams and Piepenburg detail at greater length.
Williams turns the discussion to the particular theme of accountability, remarking on how the shift in public focus has turned to specific “celebrity CEO” failures (Bankman Fried, Fuld, Holmes, Newman, Powell etc.) rather than the institutions themselves (FTX, Lehman, Theranos, WeWork, the Fed etc.). For Piepenburg, this shift speaks to a public loss of faith in individuals, which eventually evolves into a loss of faith in the very systems they allegedly “lead.” This otherwise opaque theme of increasing, collective and systemic distrust (and a “fracturing of faith”) in fact has massive implications for global asset classes and markets now and in the near future.
Toward this end, the conversation naturally turns from this theme of growing distrust in systems and markets toward the historical loyalty and trust ascribed to physical gold throughout history. Here, the topic of central bank gold-purchasing, toxically distorted credit markets and the media-ignored necessity of negative real rates comes center stage as the world looks to ensure their open currency risk against a global backdrop of deteriorating financial models.
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Post by Entendance on Dec 13, 2022 2:53:37 GMT -5
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Post by Entendance on Dec 15, 2022 0:53:02 GMT -5
November spike in BIS gold swaps was an emergency intervention, Maguire says
Gold Is Money: Everything Else Is Credit
'Propaganda, lies and censorship are all part of desperate governments actions as the economy disintegrates...'
The Austrian Mint, one of the world's oldest and biggest producers of gold bullion coins, is unable to keep up with demand as people rush to find a safe haven for their money amid surging inflation and economic fears caused by war in Ukraine.
"Demand for gold has never been as high as this year," the Mint's Chief Executive Gerhard Starsich, told Reuters...
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Post by Entendance on Dec 17, 2022 4:40:15 GMT -5
 Why did the GLD Sponsor suddenly change its filings in early 2022 to deliberately not reveal information about gold held with GLD’s subcustodians?
Has GLD been failing to disclose gold held at the Bank of England during 2022?
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Post by Entendance on Dec 20, 2022 4:37:10 GMT -5
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Post by Entendance on Dec 22, 2022 4:09:05 GMT -5
-Thoughts on precious metals vs. rare earths;
-What to actually do with physical gold and silver (monetary metals) when needed most;
-The implications of the rising trend toward CBDC;
-The different roles and value plays of gold vs. silver;
-Thoughts on the past, as well as future, regarding the tragic war in the Ukraine;
-Are macro experts like von Greyerz too pessimistic?
-How to truly understand and value gold in a COMEX/LBMA distorted landscape;
-Concerns about the topics of asset registration/reporting and even confiscation as pertaining to gold ownership;
-Gold exchanges in Russia and India and the eastward migration of gold;
-The direction of the USD and the growing evidence of de-dollarization.
Central bank suppression of monetary metals can't last much longer, Sprott says
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Post by Entendance on Dec 24, 2022 3:07:08 GMT -5
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Post by Entendance on Dec 27, 2022 2:16:06 GMT -5
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Post by Entendance on Dec 29, 2022 3:34:09 GMT -5
 Part 1 — The monetary perspective
Whether to forecast values for gold or fiat currencies
2023 is likely to make or break the US dollar
Outlook for dollar credit
The euro system faces its own problems
Part 2 — Geopolitical factors
The foreign exchange influence on currency values
China’s renminbi (yuan) policy
Finally, some comments on gold
China and Russia have been large accumulators of the precious metal in 2022, analysts say
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Post by Entendance on Dec 31, 2022 5:53:16 GMT -5
Permitted Share of China's Yuan in Russian Wealth Fund Doubled to 60% -Finance Minister
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Gold Shines Bright
Andy Schectman and Mike Adams talk BRICS+ global reserve currency and the demise of the dollar system
Ghana announces possible switch 
USA Gold's 'News & Views' letter for 
December 1, 2022: IN THE END THE $ GOES TO ZERO 
Derivatives Time Bomb - 
India’s first gold ATM and world’s first real time gold ATM
Gold hits record in Pakistan 
Central Banks Know The Game: 
Gold-buying mania in Egypt 
U.S. INTEREST EXPENSE UP 50% IN TWO MONTHS: )
Gold Looks Like 
The case for 
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