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 | David Morgan - Silver Investor |
Silver Stackers: Measure your Stash like a Miner  |
| When attempting to quantify the amount and quality of a possible mineralized
deposit on their property, exploration companies and producers generally follow
a process which seeks to state, in reasonably accurate and concise terms, just
what they have...or might have. Following the Bre-X fiasco, wherein 'highly
inaccurate' reserves of a supposed deposit in Borneo were publicized and acted
upon by a tidal wave of investors, sophisticated and neophyte alike, a new
set of reporting rulesWednesday, February 17, 2021 |
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 | Jesse - Le Café Américain |
| The Political and Economic Continuum |
| .Tuesday, April 21, 2020 |
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 | Gary Tanashian - Biwii |
| Bonds, Inflation And Amigos |
| The Bonds segment of NFTRH 491 took a turn to tin foil territory to allow the letter writer to expose newer subscribers to his ideological views and thus, bias. #491 also got pretty talky on the precious metals as it did a thorough review of the sector’s status, with silver’s symmetry to 2016 a very key item. Hint: An ill-fated bounce like so many that have come after the 2016 top is not what we are looking for with the next rally, but it ain’t gonna be easy. You can check out this article for aMonday, March 19, 2018 |
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| Gary Tanashian - Biwii |
| 3 Amigos of the Macro, Updated |
| You thought I was done with the Amigos shtick, did you? Not by a long shot ma’am. They are the happy-go-lucky riders in play as the stock bull market churns on. They are the rising SPX/Gold ratio and stocks in general vs. gold (Amigo #1), rising US 10yr & 30yr yields (Amigo #2) and the flattening 10-2 yield curve (Amigo #3). On their current trends these goofy riders have signaled “a-okay!” to casino patrons playing the stock market and other risk ‘on’ items.Taking our macro indicators out of orFriday, March 9, 2018 |
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| Gary Tanashian - Biwii |
| Submission: Semi Canary Still Chirping, But He's Gonna Croak in 2018 |
| Since January 2013 we have been using the worldwide Semiconductor Equipment industry as a leader within the Semiconductor sector, which is an economic cyclical leader itself. That month we noted a positive move in Equipment bookings, which became a (3 month) trend that spring. This trend was used to project positive economic signals to come.Through some turbulence in 2014 and 2015 the sector has remained on ‘economic up’ along with our cross reference indicator, the Palladium/Gold ratio right upFriday, January 12, 2018 |
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| Gary Tanashian - Biwii |
| Operation Twist By Another Name and Method |
| The TIP/IEF ‘inflation gauge’ is still motoring upward after breaking above the SMA 200. If this turns the 200 up along with the MA 50 it could indicate a mini hysteria about inflation.The problem lately has been that the longest duration bonds have been relatively strong, putting a cap on yields and inflationary signaling, if not indicating deflationary pressure. TIP/TLT has not nearly kept up as 30yr yields have been a big drag over the last couple of weeks (this could still turn out to be a bTuesday, November 21, 2017 |
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| Gary Tanashian - Biwii |
| Macro Plan Still on Track for Stocks, Commodities And Gold |
| As I’ve been noting again, again, again, again, and again the macro backdrop is marching toward changes. I’d originally thought those changes would come about within the Q4 window and while that may still be the case, it can easily extend into the first half of 2018 based on new information and data points that have come in.One thing that has not changed is that stock sectors, commodities and the inflation-dependent risk ‘on’ trades and the gold sector, Treasury bonds and the risk ‘off’ trades aSaturday, November 11, 2017 |
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| Gary Tanashian - Biwii |
| The Big Macro Play Ahead |
| By Gary TanashianAt NFTRH, we are about major macro turning points above all else. Of course, it is often years between these turning points or points of significant change so we are also about the here and now, and managing the trends, Old Turkey style.*Since we are all learning all the time, I have no problem admitting to you that while right and bullish on commodities and stocks in 2009, after becoming bullish on the precious metals in Q4 2008, I completely ignored Old Turkey due to my inner Saturday, October 28, 2017 |
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| Gary Tanashian - Biwii |
| "Great Rotation" Ahead; Will it Be Inflationary or Deflationary |
| By Gary Tanashian[edit] This article ultimately leans toward the view that the reasons for a rising curve will be inflationary. But I woke up in the middle of the night and my thoughts drifted to the components of the article (yeah, that’s pretty sad, I know), and with further consideration I am leaning toward neutral or even a bit into the deflationary camp. The reasons will be the stuff of another article.Think back to the blaring headlines about the Great Promotion Rotation in the financial mMonday, October 23, 2017 |
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| Gary Tanashian - Biwii |
| As Good as it Gets; Like 2000 With a TWIST |
| By Gary TanashianWith the Semiconductor sector below but hailing its all-time highs, a lot of images come to mind; chief among them the 1999-2000 stock market bubble…In early 2013 we noted a progression that would go on to birth the current economic expansion and stock market boom (of course, I didn’t come close to envisioning the extent of the boom that followed). I’ve belabored it often since, but here’s the short version of the progression yet again…Fiscal Cliff drama resolves into market relThursday, October 5, 2017 |
|
 | Andy Sutton |
| The Truth is a Dangerous Thing – My Two Cents |
|
This time in history might be like no other – or at a minimum is on a much bigger scale. There is more access to information, analysis, and expert opinions than ever. Obviously, everyone claims to be telling ‘the truth’. A few psychopathic individuals notwithstanding, nobody sets out in the business of providing information, then says ‘But we’re going to lie like a rug, 24/7, how about them apples?’. Everyone isThursday, April 20, 2017 |
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| BullionStar - Bullion Star |
| What sets the Gold Price – Is it the Paper Market or Physical Market |
| The following article is arranged in Question and Answer (Q & A) format. Through the Q & A approach, this article raises some important issues about price discovery in the gold markets and aims to explain the view that the gold price is being set by the paper gold markets.
BullionStar’s CEO Torgny Persson and precious metals analyst Ronan Manly are of the opinion that due to the structure of contemporary gold markets, it is primarily trading activity in the paper gold markets which sets the inteThursday, March 30, 2017 |
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| Gary Tanashian - Biwii |
| Fed Rate Hikes, Fiscal vs. Monetary Policy and Why Again the Case for Gold |
| By Gary TanashianI’ve been thinking about the current Fed Funds rate hike cycle, which is logically gaining forward momentum now that the Fed can stand down from its 8-year, ultra-lenient monetary policy cycle. That is because the Obama administration’s goals required a compliant Federal Reserve to continually re-liquefy the economy as its fiscal policies drained it.With the coming of Trump mania and its very different fiscal policy goals, we will witness the end of much of what I considered toWednesday, March 15, 2017 |
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 | Peter McKenzie-Brown - Language Instinct |
| Petroleum-related Land Reclamation in Alberta |
| A presentation to the Petroleum History Society
February 22,
2017
By Peter
McKenzie-Brown
My co-authors for the book Footprints: The Evolution of Land
Conservation and Reclamation in Alberta were Bob Bott and Graham Chandler.
Many experts were on the steering
committee and among those we interviewed. Key experts included Larry Brocke,
Bruce Patterson, Chris Powter, and Fred Thiessen, who were leaders in land
reclamation within the province. Saturday, February 25, 2017 |
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| Gary Tanashian - Biwii |
| "Protection will lead to great prosperity" |
| By Gary TanashianAfter being mostly off the grid on Friday, I listened to the Trump inauguration speech on Saturday morning. While I have lots of thoughts and opinions, I want to focus on an item where I am qualified; namely my former area of expertise as someone who was in essence told by the media over and over again “you don’t exist”, while the consumerist, financialized and globalized economy flourished. By “you” I of course mean me, an owner of a small American manufacturing business. My arMonday, January 23, 2017 |
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 | Michael J. Kosares - USA Gold |
| In the end, trees don’t grow to the sky, and few things go to zero |
| “In the end, trees don’t grow to the sky, and few things go to zero. Rather, most phenomena turn out to be cyclical.” ― Howard Marks, Oaktree Capital
These charts are dedicated to those who understand the wisdom the legendary investor, Howard Marks, is attempting to impart. His observation resides at the philosophical core of the enlightened gold owner. Why? Because he or she understands the cyclical certainty (or is it uncertainty?) of markets and the economy, indeed the cyclical certainty Tuesday, December 20, 2016 |
|
 | Chris Martenson |
| We're Being Played |
| The explosion of emotions triggered by the recent presidential election caught many off guard. Across the country, friendships have been lost, family members estranged, and hostility has boiled over in many communities.
In our consumer culture we're sold lots of things. Two weeks ago it might have been jeans and a TV, but last week it was fear. And Loathing. People were sold fear and loathing, and now it is ruining friendships, making people miserable, and driving the country apart.
I’m not goinSaturday, November 19, 2016 |
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| Gary Tanashian - Biwii |
| The Current Message of Yield Curves: Inflation or Deflation |
| By Gary TanashianWith the state of post-Op/Twist systemic dysfunction, there are no absolutes, but…Generally, a rising yield curve (after years of Goldilocks and her favored declining curve) would signal changes in financial markets. But it is not as simple as stating ‘the curve is rising… it’s bearish!’ or ‘the curve is rising… it’s bullish!’. It is potentially both of those things and it will have different implications for different markets and asset classes.First, here is the state of yielTuesday, October 25, 2016 |
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| Gary Tanashian - Biwii |
| It's January 2013, With a Twist |
| By Gary TanashianThe title was not meant as a play on words in reference to Operation Twist, but now that I think about it, maybe it should be. The Post-Twist financial world is far different than it was before the genius that is Ben Bernanke’s ‘bigger than yours or mine’ brain concocted a maniacal plan that would “sanitize inflation” signals from the bond market and break the then highly elevated yield curve.*So, why is today like early 2013 and why is there a twist to that view? Because two Sunday, October 2, 2016 |
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| 24hGold - Noodls |
| SILVER Kootenay and Northair Announce Transaction to Create Leading Mexican Silver Consolidator |
| Vancouver, BC - Kootenay Silver Inc. (TSX-V: KTN) ('Kootenay') and Northair Silver Corp. (TSX-V: INM) ('Northair')
are pleased to announce the execution of a Binding Letter Agreement (the 'Binding Letter Agreement') pursuant to which Kootenay will acquire all of the issued and outstanding common shares of Northair (the 'Transaction'). The combination of Kootenay and Northair will create a leading Mexican silver exploration and development company and consolidator with a portfolio of assets headlWednesday, January 13, 2016 |
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