Tag: dollar

September 21, 2023

Rising Defaults on Cars, Cards, and Corporate Debt: Consequences of Free Money?

The drastic increase in debt defaults show that rate hikes are starting to bite. The “free money” measures during COVID-19 seem to have delayed, not solved, the problem.

August 24, 2023

Real Yields and Gold: What’s Next?

After surging for a year and a half, real yields may be approaching a ceiling. If so, gold is primed for a strong resurgence.

July 20, 2023

Strong Earnings Hide Looming Bank Crisis

To solve yesterday’s crisis, regulators have sowed the seeds of tomorrow’s crisis.

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June 22, 2023

The Gold/Stocks Ratio Provides Opportunities

The market defies recession predictions, but looming risks remain. Weakness in gold provides an opportunity to enter the market at better prices.

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May 17, 2023

Druckenmiller Bets Against the Dollar. What Does That Mean for Gold?

Can we trust Congress and the Fed to make prudent decisions with our currency? One of the world’s greatest investors says no.

May 4, 2023

Gold Hits All-Time High Amidst Bank Failures, Weakening US Dollar

The gold futures market hit an all-time high after the second-largest bank failure in U.S. history. Will the price ceiling become the new floor?

April 3, 2023

Russia and China Wage War on the Dollar

The world’s largest nations are fighting the US dollar reserve system. The only suitable replacement is gold.

March 23, 2023

The Achilles’ Heel of Modern Banking

Your bank account balance does not represent the number of dollars stored in a vault somewhere. It represents how much money the bank owes you.

February 9, 2023

Quantitative Easing in Disguise?

The Fed is headed for an annual operating loss for the first time in 108 years. They will soon be forced to print the money to cover their expenses. A conundrum, indeed!

November 9, 2022

Gold Rallies! Can it Last?

The Fed can fix monetary policy, but cannot fix deglobalization, public debt, or fiscal spending. They can’t fix the reasons we own gold.

September 9, 2021

The Debt Limit, the Stock Market, and Gold

The U.S. stock market surges higher as investors refuse to look at alternatives, even as the government risks defaulting on its debt and jeopardizing the U.S. dollar.

September 3, 2021

The U.S. dollar losing steam?

Gold needs a catalyst to jump out of the $1,800 zone, and U.S. dollar weakness might be the answer.

August 27, 2021

A beautiful bounce, but will gold continue?

As the gold market approaches a period of seasonal strength, investors will be watching for a higher high.

August 20, 2021

Gold vs. Money Supply

The price of gold has tracked the rapid expansion of money supply throughout history, both in the United States and globally. As M2 continues its long-term parabolic growth, so will gold.

July 22, 2021

Gold’s Tug-of-War

Bullish stock market sentiment and unexpected U.S. Dollar strength are putting pressure on gold, while increased volatility in the equities and bond markets support safe haven demand for the yellow metal.

July 9, 2021

Gold Sets the Stage for its Next Rally