Don’t Trust the RBA, Negative Rates are Coming
The RBA says they aren't considering negative rates, but then they ruled out super low rates and QE.
16 October 2020
Insights
Market Updates
Regular updates on global precious metal market movements.
Stay up to date with weekly price movements and the key financial, geopolitical, and economic factors shaping global and local precious metal markets.
These essential reports are ideal for first-time investors though to SMSF trustees and financial intermediaries allocating to gold on behalf of their clients. They are available via our website or can be delivered straight to your inbox. Subscribe here.
In the Public Interest
Australia's Federal budget pushes the country to a record debt level while a FOI raises concerns whether the RBA is serving the public interest.
09 October 2020
60-40 Portfolio a Wealth Hazard
The classic 60/40 portfolio could be a wealth hazard with low interest rates capping bond gains and equities facing a Baby Boomer retirement headwind.
02 October 2020
Peddling Stimulus Poison
Precious metals experience a sharp correction but the bull market remains intact as central banks continue to peddle stimulus poison in a desperate attempt to keep the bi...
25 September 2020
Aussie Banks Being Ghosted
Aussie banks are being ghosted by deferred loan borrowers - maybe a debt jubilee is required? Dumb money continues to pile in as smart money gets out. The hypocrisy of no...
18 September 2020
Gold’s Supercycle Tailwind
With the tailwind of an inflation driven commodity supercycle and the possibility of simultaneous Western and Eastern demand, gold could experience a rare price boost in...
11 September 2020
Risk Off, Gold On
Gold & silver remained range bound this week but not so for shares, which appear to be peaking in stupidity reminiscent of the crypto bubble in 2017-2018. With the All Or...
04 September 2020
The How and Why of Gold and Silver
Precious metals spike and dump on Jackson Hole speech and we look at the how and why of gold and silver investing.
28 August 2020
Buffett Buys Barrick
Gold failed to hold above US$2,000 but found support above $1,900 and is trading just above the previous all-time high in 2011.
21 August 2020
We Are All Gold Bugs Now
We Are All Gold Bugs Now says Morgan Stanley, worried about inflation. While gold and silver were volatile on profit taking the broader long-term fundamentals remain unch...
13 August 2020
Precious Metals Power Move
Another amazing week with gold pushing strongly through $2,000 and silver reaching just shy of $30. Over only 16 trading days the move in gold, as shown in the chart belo...
06 August 2020
Gold - The Only Real Vote You Have
Gold stopped short of hitting $2,000 but with a permanent change to mainstream market attitudes towards precious metals any decent dips in the price will likely be bought...
30 July 2020
Silver Shines, Gold Gains
We focus on silver this week given its massive 17% gain. We expect the market to take a breather back to the mid $21s but in the long-term silver is clearly in a new bull...
23 July 2020
Mother of All Melt Ups
The markets are a very dangerous place for savers says Russell Napier with financial repression, US Federal Reserve turning on the liquidity taps and retail rookies runni...
16 July 2020
Gold in a Positive Feedback FOMO Loop
A significant week for gold as it broke through the round number $1,800 level, a figure it last saw in 2011, on the back of concerns about a second COVID wave in the US.
09 July 2020
Gold’s Mammoth Financial Year Return
Gold posted a massive 28.5% return for the 2019/2020 financial year, with silver a more than respectable 20.1%, but its 45 year compounded per annum return is also impres...
02 July 2020
The Great Central Bank Bubble of 2020
It is now time to leave the stock market party before the bubble blows. Yield breakdown is driving gold says Nick Frappell and professor shows that gold worked to reduce...
25 June 2020
Markets in La La Land
Equity prices are insanely disconnected from their underlying fundamentals and in “La la land” according to Crescat Capital. Jeremy Grantham agrees saying that he is incr...
18 June 2020
In Case of Financial Emergency…
Digital Finance Analytics estimates that the percentage of households in mortgage stress reached 37.5%, or 1.42 million households.Gold recovered this week but looking ba...
11 June 2020
How High will the AUD Fly?
Nick Frappell talks about what the EFP is and discusses how it is priced, who trades it and its impact on gold prices in ABC Bullion’s 360 Monthly Review.Gold continued t...
04 June 2020
A Golden Decade
Is surging private indebtedness creating a society of debt serfs and feudal creditor lords? We explore this question and more in this week’s review of Incrementum’s In Go...
28 May 2020
Gold Confiscation – Feasible or Fantasy?
This week, Crispin Odey got a lot of headline coverage, when he said that gold ownership could become illegal if inflation spikes.AUD strengthened this week to 65.6 US ce...
21 May 2020
Half the Aussie Workforce on Government Support
Officially unemployment only rose slight to 6.2% but we say realistically over 50% of the workforce is on government support.We also look at trade tensions between China...
14 May 2020
Wealth Destruction on a Catastrophic Scale
This week Harvard University professor Ken Rogoff called for deeply negative US interest rates; the market agrees with traders betting on negative US rates by early 2021....
07 May 2020
Inflation Bomb Set to Blow
JP Morgan says US money printing may ignite an inflation bomb. This week we also look at China's call for a new super-sovereign currency to counter the US dollar and why...
30 April 2020
You Can’t Print Gold
Gold edged higher this week to $1,726 and silver is tracking sideways around the USD $15 per ounce level, yet to make up its mind on whether to join gold or remain uncoup...
23 April 2020
Look Very Closely at Silver
Gold advanced to $1,648 this week on US dollar weakness and silver battled with the $15 level after adding around 7% from the start of the week. The USD index retreated,...
09 April 2020