Commentaries

Sentiment Speaks: Prepare For Volatility

We have entered into a very treacherous market environment, which will likely last over the coming two months. And, I do not see the next multi-month trending market move setting up for several months.

Basel 3 Already Has Demolished Claims That Central Banks Don't Rig the Gold Market

By Chris Powell, GATA

The weightiest piece of evidence about Basel 3 is the astounding panicked protest issued a month ago by the LBMA and the WGC, a protest directed to the Bank of England's Prudential Regulation Authority, opposing implementation of Basel 3 in the UK.

The Fed’s Reverse Repo Madness

By Dave Kranzler, Mining Stock Journal

The Fed is walking a thin tightrope between fighting off financial asset deflation (a stock and bond market crash). To do this it needs to continue printing enormous sums of money.

‘Taper’ Talk Is Back: Will a Tantrum Follow?

By Stefan Gleason, Money Metals

A “taper tantrum” redux could roil markets heading to the fall.

Enjoy Inflation While It Lasts

By Rick Ackerman, Rick's Picks

Any way you slice it, deleveraging is how this bubble will end. "Inflate-or-die" policies have just about run their course and will require only a shove from a bear market to go over the cliff.

Fed Falls for its Own Inflation Fakery

By David Haggith, The Daily Doom

The longer the Fed waits to remove its “accommodation” to the market, the more it will have to pull a hard stop when it becomes clear inflation has the upper hand.

Inflation’s Heat Signature Is All Over the Economic Map

By David Haggith, The Daily Doom

A rapid spread of fiery inflationary data lit up the landscape last week: The global food fight is on.

No Silver Eagle Sales For the Last Two Months (SilverSeek)

By Ed Steer, Gold and Silver Digest

We've now had five weeks in a row of increases in the world's gold and silver ETFs.

Technology Rules

By John Mauldin, Thoughts from the Frontline

What really drives economic progress is human ingenuity and the innovation it produces. In other words, technology.

Climate Change & Court-Ordered Inflation

By Daniel R. Amerman, CFA

The worst of the damage, particularly at the beginning of a new secular cycle of inflation, is reserved for retirees with savings, and unprepared investors. Once the inflation-adjusted value of the investments has been lost, and with no inflation-indexed wages to rise with inflation, it can be almost impossible to recover.

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GoldSeek

Mike Maharrey

Ira Epstein

David Haggith

Stuart Englert