Two Trends to Watch

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The weak economic recovery has created a very volatile stock market. Wide swings in investor sentiment give… Read more

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The Golden Barbell

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I don’t write this letter in a vacuum – thankfully my analysis and scrawlings are propped up and influenced by true giants in the … Read more

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What Yen Intervention Means for Gold

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Last night, Japan did something it hasn’t done since 2004. It sold yen to push the value of its currency lower…. Read more

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Farmland that pays a dividend

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Before I reveal the name of this stock, I want to point out that buying a company with farmland in the mix is … Read more

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Will silver now take the lead?

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For the past two years, silver has traded at a discount to gold. Typically, gold sells for 55 times the price of silver, but since … Read more

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What Basel III Means for Banks

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On Friday, I wrote that the new banking capitalization rules coming out of the weekend meetings in Basel, Read more

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If you haven’t yet bought gold

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“Gold Loses Some Appeal”

That’s the headline from a story in The Wall Street Journal just a few days… Read more

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Basel III Rules Could Put the Screws to Top Banks

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Regulators and officials from 27 countries will meet in Basel, Switzerland to create a new series of rules they hope will avert future bank meltdowns. The basic issue is… Read more

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Debt vs. Energy: the Battle of the Titans

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There’s a hidden tug-of-war happening right this minute. On one side stands a massive and hugely popular contestant, with millions of fans and… Read more

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