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 | Alasdair Macleod - Finance and Eco. |
| When will the next credit crisis occur |
| The timing of any credit crisis is set by the rate at which the credit cycle progresses. People don’t think in terms of the credit cycle, wrongly believing it is a business cycle. The distinction is important, because a business cycle by its name suggests it emanates from business. In other words, the cycle of growth and recessions is due to instability in the private sector and this is generally believed by state planners and central bankers.This is untrue, because cycles of business activity hSunday, February 11, 2018 |
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 | Mark O'Byrne - gold.ie |
| Happy 2nd Birthday Bail-in Tool! We Suggest Gold As The Perfect Gift |
| – Two years since bail-in rules officially entered EU regulations– EU bail-in rules have wiped out billions for savers and and businesses, with more at risk– Future of many failing banks now rests on depositors who may no longer be protected by deposit insurance– Physical gold enables savers to stay out of banking system and reduce exposure to bail-ins– For more listen to our Goldnomics Podcast: What does 2018 have in store for financial markets?
Ah, New Year’s resolutions, what fun. For some rSaturday, December 23, 2017 |
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 | Michael Ballanger |
| COT Report: Predictably Stomach Churning but Bullish |
| Here is a really good question. Anyone out there lose money trading gold and silver or related mining shares in the past couple of months? I did. My friends did. The bulk of the managed money (hedge fund) players did. However, it's all "JUST FINE" because the Dow and the S&P hit all-time highs again as the last vestiges of the post-2008-GFC rescue reflation is now SURGING into paper assets. More importantly, those bullion bank millennials that were hired by their uncles and fathers and grandfathTuesday, December 19, 2017 |
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 | Michael Pento - Delta Global Advisors |
| Deleveraging the Great Wall of Chinese Debt |
| On October 18th of this year, the stock market cheered as Chinese micro-lender Qudian (QD) launched its $900 million-dollar initial public offering. Qudian services the insatiable demand that exists in China for short-term on-line unsecured "micro-loans."
Its IPO was heralded as one of the most significant U.S. listings this year coming from China.
According to its filing: Qudian "target[s] hundreds of millions of quality, unserved or underserved consumers in China." Lending money to, "young, mSaturday, December 16, 2017 |
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| Alasdair Macleod - Finance and Eco. |
| America’s stagflation |
| The accumulation of monetary policy errors by the Fed is increasingly certain to culminate in the credit crisis that always marks the end of the credit cycle. Credit crises are the result of globally coordinated monetary policies nowadays, so the timing of the forthcoming crunch is not only dependant on the Fed’s actions, but is equally likely to be triggered from elsewhere. Candidates for triggering a global credit crisis include economic and financial developments in Europe, Japan and China.ThThursday, October 26, 2017 |
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 | Przemyslaw Radomski CFA - SunshineProfits |
| Chinese Economy and Gold |
| In the 2015 October edition of the Market Overview, we analyzed the impact of the Chinese slowdown, as well as the stock market crash and the devaluation of yuan, on the gold market. Two years later, it is worth providing investors with an update about the second biggest economy in the world, especially since the 19th National Congress of the Communist Party of China will be held in October.
It will be a key gathering leading to a massive leadership change as five of the seven members of the PolFriday, October 20, 2017 |
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 | Rory Hall - Sprott Money |
| China and Russia: Full Steam Ahead Towards a Cashless Society - Rory Hall |
| We reported back in November 2016 – Cashless World: 1 out of 3 People Never Use Cash
– fewer and fewer people understand the importance of using cash to
protect themselves from an overarching government warlord. At the time,
China’s use of digitized currency was growing at about 40% per annum.
This means millions of people each year freely hand over their cash and
opt to use their cell phone, online currency transfers or a plastic
debit/credit card to make 100% of their purchases. We see tWednesday, October 18, 2017 |
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 | Jan Skoyles - GoldCore |
| Gold Up, Markets Fatigued As War Talk Boils Over |
| North Korea threatens to reduce the U.S. to ‘ashes and darkness’
Markets becoming used to ongoing provocations from North Korea
Russia and China continue to support watered down versions of sanctions on Kim’s regime
Both NATO and Russia running war games on one another’s borders
Putin says Russia will “give a suitable response” to NATOs threatening behaviour
Gold set to climb as fears over economy and war will drive safe haven demand
Source: Bloomberg
This year North Korea has launched a dozen Friday, September 15, 2017 |
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| Jan Skoyles - GoldCore |
| ‘Things Have Been Going Up For Too Long’ – Goldman CEO |
| – “Things have been going up for too long…” – Goldman Sachs’ CEO
– Lloyd Blankfein, Goldman CEO “unnerved by market” (see video)
– Bitcoin bubble is no outlier says Bank of America Merrill Lynch
– Bubbles are everywhere including London property
– $14 trillion of monetary stimulus has pushed investors to take more risks
– We are now in a new era of bigger booms and bigger busts – BAML
– “Seeing signs of bubbles in more and more parts of the capital market” – Deutsche Banks’ John Cryan
– Global dThursday, September 7, 2017 |
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 | John Butler - Goldmoney |
| The Golden Revolution, Revisited: Chapter 8 |
| This Insight continues the serial publication of the new, Revisited edition of my book, The Golden Revolution (John Wiley and Sons, 2012). (The first instalment can be found here.) The book is being published by Goldmoney and will also appear as a special series of Goldmoney Insights over the coming months. This instalment comprises the third chapter of Section II.Of Bubbles and Bailouts“Surely difficult challenges lie ahead for the Fed, some undoubtedly of our own making.”FORMER FED CHAIRMAN ALWednesday, August 9, 2017 |
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 | Mish - Global Economic Analysis |
| Financial “Collateral Damage” Highlights China’s and Fed’s Impossible Task |
| Variant Perception notes China Broad Credit Growth Slows to Zero. The side effect is a huge amount of collateral damage.
The recent tightening of credit we have seen in China is primarily aimed at clamping down
on shadow financing. Wealth management products have rapidly grown in size, from only
8% of total banking deposits in 2012 to over 20% today.
The top chart shows China’s banks’ claims on non-banks, which is where a lot of shadow financing shows up. As we can see, growth in this categorySaturday, July 8, 2017 |
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| USA GOLD - USA Gold |
| The Daily Market Report: Gold Recovers from Flash-Crash as Dollar Weakens |
| USAGOLD/Peter Grant/06-27-17
Gold rebounded to within about $3 of last Friday’s closing price, retracing nearly all of yesterday’s so-called mysterious flash crash. A weaker dollar and heightened risk aversion are providing additional underpinnings to the gold market.
In an interview with KitcoNews, Canadian mining mogul Frank Giustra said that be believes the gold price is “managed” by policymakers because it is essentially the canary in the coal mine: A rising gold market makes it harder for tTuesday, June 27, 2017 |
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 | Andy Hoffman - Miles Franklin |
| My Newest “Most Likely To Catalyze The Big One” |
| Today’s article is one of my scariest yet; as, after watching events unfold in the world’s most notorious geopolitical hotspot in recent weeks, it’s difficult to come up, using my best Spock-like logic, with an alternative conclusion to the potentially catastrophic one I’ll discuss today. Which, if it occurs, may catalyze not only the financial “big one” we all know is coming, but an era of political, geopolitical, economic, and monetary destabilization unlike; and potentially, unparalleled in Tuesday, June 20, 2017 |
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| Andy Hoffman - Miles Franklin |
| Ultra-Bullish Trends In Precious Metals 5 1/2 Year Downtrend Line War |
| In yesterday’s must listen podcast with Kerry Lutz, I cited last week’s “historic market manipulation setting the stage for catastrophe” article, to emphasize that manipulation is the only reason the world is not amidst “history’s most overdue financial crisis.” Which in turn, would annihilate the “dotcom valuations in a Great Depression Era” that have inadvertently been created; whilst simultaneously, yielding the “rise of real money,” as the Gold Cartel is inevitably – and likely, irreversiblThursday, June 1, 2017 |
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| John Butler - Goldmoney |
| The Golden Revolution, Revisited: Introduction to Part I |
| This Insight is the second in the serial publication of the new, Revisited edition of my book, The Golden Revolution (John Wiley and Sons, 2012). (The first instalment can be found here.) The book is being published by Goldmoney and will also appear as a special series of Goldmoney Insights over the coming months. In this instalment I introduce Part I of the new book. View the entire Research Piece as a PDF here.Part I: The Monetary Sources of Economic Inequality “On Thursday [Sept 15, 2008] at Tuesday, May 30, 2017 |
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| John Butler - Goldmoney |
| The Golden Revolution, Revisited |
| Back in 2012 John Wiley and Sons published my first book, The Golden Revolution, the core thesis of which was that a longer-term consequence of the global financial crisis of 2008 would be the remonetization of gold. This would occur initially at the international level, that is, as a mean to settle accumulated international imbalances in trade and cross-border investment. The book then also explored how this might come about, what the implications were for the price of gold and for the financiaWednesday, May 24, 2017 |
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| Bullion Vault |
| Silver Price Drop 'Overdone' as SLV Swells, World Silver Stockpiles Hit 21-Year High |
| SILVER PRICES rallied with gold and both metals recovered last week's closing level in US Dollar terms in London trade on Friday.
Silver prices rose above $16.40 per ounce as government bonds rose with world stock markets and commodities ahead of key US data on retail sales and consumer-price inflation.
Separate data overnight said China's banks extended more new lending than forecast in April, Friday, May 12, 2017 |
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| Andy Hoffman - Miles Franklin |
| Ticking, (Short-Fuse) Time Bombs For The “Challenging” Central Banking Industry |
| In yesterday’s “who’s more bullish for Precious Metals – Macron or Le Pen?,” I started with nearly five pages of cold, hard facts – proving across-the-board market manipulation of essentially all Western markets. Which, for the sole purpose of prolonging a terminally ill monetary status quo – in which 1% benefit, at the expense of not just the “99%,” but future generations of “99-percenters” – has created “dotcom-like valuations in a Great Depression Era.” Not to mention, sentiment – per yesteTuesday, May 9, 2017 |
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| Andy Hoffman - Miles Franklin |
| Macron Or Le Pen-Who’s More Bullish For Precious Metals |
| It’s still early Sunday morning, before the French election has been concluded. Like the BrExit referendum and U.S. Presidential election, the powers that be are doing everything they can to rig expectations, in the hope of stealing the election for perhaps the least qualified, likeable, or competent candidate possible; and thus, prevent the “BrExit times 100” political, economic, social, and monetary ramifications that would unquestionably result from a Le Pen victory. In a few hours we’ll knMonday, May 8, 2017 |
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| Alasdair Macleod - Finance and Eco. |
| The decline and fall of the EU |
| This article identifies the headwinds faced by the EU in the wake of Brexit.Without the UK, not only does the EU lose much of its importance on the world stage, but the Commission’s budget is left with an enormous hole. That is the decline. The fall is well under way, with capital flight significantly worse than generally realised, as a proper understanding of TARGET2 imbalances shows. Not only is the ECB running out of options, but without major support from Germany, France and Italy, Brussels Thursday, April 6, 2017 |
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