Category: Weekend Newsletters

WEEKEND NEWSLETTER MAY 10, 2020

Sun, 10 May 2020

  The stock market continues to price in a V-shaped recovery, which I find very unlikely. More and more companies are filing for bankruptcy every week, and I see that trend continuing. The destruction to the economy will likely take one to two years to fully realize. What we are witnessing is something called creative […]

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SUNDAY NEWSLETTER MARCH 15, 2020

Sun, 15 Mar 2020

  Last week will go down in the history books as one of the most violent and volatile weeks in stock market history. I hope you survived it. Precious metal prices collapsed throughout the week, especially on Friday. I’m curious to see next week’s COT report. I bet the commercials reduced their short positions dramatically. […]

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WEEKEND NEWSLETTER MARCH 8, 2020

Sun, 8 Mar 2020

  The markets are crazy, and volatility is spiking. Everyone now understands the coronavirus is a black swan type event that could potentially result in a global recession. I see two potential outcomes. 1) The coronavirus begins to fade after April with the warmer weather and is no longer a threat by July/August. This would […]

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WEEKEND NEWSLETTER FEBRUARY 23, 2020

Sun, 23 Feb 2020

  The gold cycle indicator finished the week at 358 and within the range of minimum topping. What’s that mean? It means gold has met the minimum requirements for a cycle top. Now that doesn’t mean prices will peak immediately. It merely suggests the 6-month cycle is nearing maturity, and we should start preparing ourselves […]

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US Retail Gold Sales at Record Lows

Sun, 8 Dec 2019

  In 1986 the US mint began producing gold eagles. Below are the total gold ounces sold each year. In 2006, they began striking 1oz gold buffalo coins in addition to standard eagles. The numbers starting in 2006 reflects eagles and buffalo mintages combined. These numbers are from the US mint website and Wikipedia. I […]

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WEEKEND REPORT DECEMBER 8, 2019

Sun, 8 Dec 2019

  The first half of the weekend report (below) will cover the usual content. The second half will examine US retail gold sales; I think you’ll find it interesting. WEEKEND REPORT DECEMBER 8, 2019   Get ready for an exciting week. There’s zero chance the Fed will change rates in December. The December 15th tariff […]

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WEEKEND REPORT OCTOBER 13, 2019

Sun, 13 Oct 2019

  On Friday, the Trump administration announced a partial trade deal with China. I think this was the news event we need to trigger the next phase of the decline in metals and miners. The correction process into a 6-month low is usually involved — more times than not, its an exercise in patience. Typically […]

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WEEKEND REPORT AUGUST 25, 2019

Sun, 25 Aug 2019

  The trade war between the U.S. and China escalated Friday when China announced new tariffs on $75 billion of U.S. goods. Trump retaliated and ordered U.S. companies to find an “alternative” to operating in China. Later, President Trump announced he would raise tariffs on $250-billion of Chinese imports from 25% to 30% starting October […]

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WEEKEND REPORT AUGUST 18, 2019

Sun, 18 Aug 2019

  Recession fears are spiking. The 10-year versus 2-year yields reached parity (temporarily inverted) for the first time since 2007. An inverted yield curve almost always precedes a recession. However, it’s usually early – sometimes a year passes before the recession officially commences. The panic into bonds drove 30-year rates to record lows. The nosedive […]

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WEEKEND NEWSLETTER JULY 21, 2019

Sun, 21 Jul 2019

  Ray Dalio released an excellent article last week concerning longer-term investment themes and paradigm shifts. He breaks down each decade, starting with the 1920s and the various economic factors that shaped capital flows. In a nutshell, each decade has its own investment theme. For example, from 2010 until now, the stock market has been […]

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