Archive for the 'Investments' category

Could $500/oz Gold Premiums Be In Our Near Future?

According to Jim Willie they may be. Jim appears to have some contacts in Dubai that are telling him, like everywhere else, there is no gold/silver available. The interesting part is that his contact says gold premiums could rise to $500-600/oz over the next couple months for gold in volume. He also mentioned to Jim [...]

Dutch Bank ABN AMRO Defaults On Gold Deliveries

No wonder they are pushing gold down so much. They don’t want to have to pay out any more cash than they have to in order to cover these obligations. See link here.

Great Kyle Bass Presentation on Japan

He has some great insights, some interesting points he makes. He see’s the yen going to 250, he also thinks the best investment he’d make where you could go away and leave it for 10 yrs, is buy gold, short the yen. See presentation here.

Rob Speaks At Florida Conference

At the Florida BMO conference Rob reiterates gold is a currency, stating he still see’s $5000/oz coming. They are still working towards S+P 500 inclusion by 2015, implying some significant acquisitions between now and then. Interesting times ahead. See link here. Link to webcast.

All In Favour If $20,000/oz Gold Raise Your Hand

An interesting read with some analysis by QB Asset Management that has a plan to being back stability to the banking system. Would be sweet, but I don’t see it happening. See link here. Jim Sinclair has said gold is moving back towards the financial system, not away from it. The comments I find most [...]

McEwen Mining Update From Dec 11th Luncheon I attended

The following is strictly my opinion with a bit of spectulation thrown in, please do your own research. I attended a McEwen Mining (MUX) luncheon today. Rob presented his standard presentation, with an update by Ian Ball on the status of the various projects. These luncheon’s are held at McEwen’s head office in Brookfield Place [...]

DTCC Vaults Still Flooded

An interesting twist on Hurricane Sandy, seems the DTCC vault holding stock certificates is still under water with unknown damage. I wonder if they’d just do what they did with subprime and decide paperwork isn’t required. See link here.

Canaccord Interview with a Great Canadian Billionaire – Frank Giustra – Says Get Gold

A very interesting article and Canaccord interview with Frank Giustra. He see’s gold as a great investment, ie hard assets. He expects those in fixed income products getting wiped out. For background he founded Silver Wheaton, Yorkton Securities and Lionsgate. See article link here. See Canaccord Resource Conference webcast (registration required) here.

When The Bond King, PIMCO Is Very Gold Focused

Below is a great read from PIMCO on gold. The bond king is becoming more and more a gold king instead of a bond king. Great comment on the fact it pays no interest, “Instead, gold should be thought of as a currency, one which pays no interest. Dollars, euro, yen and other currencies can [...]

Bill Murphy Source Says BIG Move In Gold Coming In August

Interesting news from Bill Murphy of Gata.org that he has a source in Europe that says JPM had to back away from silver in the first 6 months of 2011 leading to the run up in silver. The source says a big increase is coming in August 2012 but of course gives no details as [...]