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Commentaries

Gold Further Tanks; to the Dollar No Thanks

Good grief, are we sick of hearing, “Gold is down because of Dollar strength.” When it comes to gold, “conventional wisdom” isn't our investing indicator of choice.

The Spectacle, Gold and a New Financial Era

The commoditization of humanity is now exponentially worse, as a new financial era engages and gold conspicuously clings to support.

The Big Cycle

Mauldin explores the Big Cycle concept from Ray Dalio’s book “Principles for Dealing with the Changing World Order” and what contributes to the rise and fall of societies.

Hot-Air-Balloon Markets are Falling out of the Dusky Sky

... And they are taking economies around the world down with them. The central banks' failure is they are forced to deflate their inflated economies.

Gold Down But Not Out

Traders won't show interest in gold or the dollar until they know where the FOMC will go next. Gold is still above the support zone of $1,810. 

Gold Held Up Extremely Well in September Against Rising Real Rates

Despite the gold price declining for several months, its performance is extremely strong considering sharply rising real interest rates.

Something Wicked This Way Comes

The Fed went from pumping the economy full of air by printing money, to sucking the air out of the economy’s lungs with a vacuum cleaner by raising rates.

The Fundamental Value of Gold Is Exactly 25 Times Higher Than the Paper Price of Gold

Gresham's Law states that the bad money pushes out the good money from circulation. This is playing out live today for those paying attention.

Friday the 13th Could Have Been Known as “Kill Your Banker Day”

The violent end of the first banking empire in Europe during the Middle Ages may be worth taking note of: extreme debt may lead to extreme actions. 

It's All Coming Down!

What kind of world do we live in when new jobs are considered horrible? Welcome to Fed World, where the biggest bubbles in history are collapsing simultaneously.

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