RSSCategory: Articles: Insights

Savings, investment, and the Keynesian preference

| March 31, 2012 | Articles: Insights

Neo-classical economists underestimate the importance of the link between savings and investment. The two should be regarded as linked together: you need savings to be available for investment in new …

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Pass the Juice Please

| March 26, 2012 | Articles: Insights

In news this morning that most of the gold community was completely expecting I might add , Chairman ‘Easy Money Ben’ Bernanke announced this morning that he was concerned whether economic recovery was strong enough to sustain itself without supportive and accomodative monetary policy. Translation – near zero interest rates will remain as far as the eye can see. Talk about messing with the heads of the Fed Funds Futures traders – they are getting beat to death by this Fed. Every single time they start anticipating a rise in the short term interest rates based on economic data releases, some one or more of the Fed governors comes down from his or her […]

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Asia’s golden future

| March 24, 2012 | Articles: Insights

For most of the last century the default currency for international settlements has been the US dollar. This has given America ultimate power over international trade. In recent months, the US wielded …

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The Ascendence of Sociopaths in US Governance

| March 21, 2012 | Articles: Insights

By Doug Casey, Casey Research An International Man lives and does business wherever he finds conditions most advantageous, regardless of arbitrary borders. He’s diversified globally, with passports from multiple countries, assets in several jurisdictions and his residence in yet another. He doesn’t depend absolutely on any country and regards all of them as competitors for his capital and expertise. Living as an international man used to be just an interesting possibility. But few Americans opted for it, since the US used to reward those who settled in and put down roots. In fact, it rewarded them better than any other country in the world, so there was nothing pressing about […]

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Iran Says “Gold Is Money”

| March 20, 2012 | Articles: Insights

By Louis James, Casey Research Economic crises signal that the current system isn’t working as expected and needs improvement. When it comes to monetary systems, questioning their fundamentals can lead to doubts about whether the preferred medium of exchange will continue to be preferred for long. The large-scale whirlwind of economic trouble around the globe has pushed some to rethink the role of gold in the economy – and to actually move toward bringing it back. A month ago, a rumor that India is going to pay in gold for oil imported from sanction-struck Iran sent shockwaves through the markets. It was no small deal, both in principle and volume: […]

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UP and UP she goes – where she stops nobody knows

| March 17, 2012 | Articles: Insights
UP and UP she goes – where she stops nobody knows

I am becoming more and more convinced that the US Monetary Authorities have engaged in a process which is resulting in the formation of another bubble, this time once again in the US equity markets. Think back over the last decade+ and what w…

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Bond Collapse Continues

| March 15, 2012 | Articles: Insights
Bond Collapse Continues

Much to the chagrin of the Federal Reserve, bond traders are taking that FOMC statement from yesterday and taking no prisoners as they literally hammer the long bond into submission. I find it a bit ironic (to be honest I am gleeful about it) that the …

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Casey Research Recommended Reading

| March 14, 2012 | Articles: Insights

By Robert Ross, Casey Research We at Casey Research are often asked, “What books have had the biggest impact on your investing philosophy?” To find out, we took a quick, informal poll of our most prominent economists, editors, and analysts to see which books helped form their unique economic outlooks. The books range from mainstays of the political economy, such as Thomas Sowell’s A Conflict of Visions, to classics from antiquity, including Plato’s The Republic. However, genres often overlooked – like our founder Doug Casey’s longtime interest in science fiction – should give current and prospective subscribers a glimpse into the diverse influences that drive our publications. Doug Casey, best-selling […]

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The scientific case for gold

| March 13, 2012 | Articles: Insights

As far as precious metals are concerned, there’s plenty of comment about the bullish case for these metals with reference to economics and politics, but precious (if you’ll forgive the pun) little …

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Time to Accumulate Gold and Silver

Time to Accumulate Gold and Silver

By Jeff Clark, Casey Research Do you own enough gold and silver for what lies ahead? If 10% of your total investable assets (i.e., excluding equity in your primary residence) aren’t held in various forms of gold and silver, we at Casey Research think your portfolio is at risk. After speaking at the Cambridge House conference last month and talking with many attendees, I came away convinced that most investors fall into one of two categories: those that hold an abundance of gold and silver (which tends to be physical forms only), and those with little or none. While both groups need to diversify, I’m a little more concerned about […]

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The face of volatility

The face of volatility

By Jeff Clark, Casey Research On February 29, gold dropped 4.8% and silver 6.2% (based on London fix prices). That’s quite the fall for one day. We’ve seen prices that have risen that much, too. But as I’m about to show, these ain’t nothin’, baby. Based on our experience, we’ve been saying for some time that volatility will increase as the markets fight their way to the mania phase of this cycle – and that once there, the gyrations will jump even higher. This call doesn’t exactly require one to go out on a limb; it makes sense since more investors will be crowding in – and volatility was high […]

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Is gold a bubble? Look at this Infographic for the answer.

Is gold a bubble? Look at this Infographic for the answer.

How much times did you hear people stating in the media that Gold is in a Bubble ? Well I got tired of it long time ago. It happens every time again as the gold price corrects itself. But when the gold price rises, as it is doing steadily for 12 years now, you don’t see the same people appearing anymore in the media, stating they were wrong. What’s so bad about admitting that you were wrong about something ? We can only learn from our the mistakes we made, right ? Precious metals expert and entrepreneur John Hathaway created an infographic which proves that Gold is not at all […]

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Gold is Poised to Rebound Aggressively! Will You Be on Board?

The last time there was a buying opportunity this good in gold was during the financial crisis of 2008. During that year, gold lost 27.7%, only to shoot up 166% over the next three years (from $712.50/oz to $1,895.50/oz). How high it will rebound this time is anyone’s guess, but one thing’s for sure – you’ll kick yourself if you’re not on board. Don’t wait for $2,000 gold before you get in – act now to make the most of the raging bull market. The 2012 Investing Guide from Casey Research tells you all about ways to leverage gold – from bullion to stocks to ETFs and more. Get it […]

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Is Gold Backwardation Now Permanent?

| February 29, 2012 | Articles: Insights

By Keith Weiner, Casey Research Worldwide, an incredible tower of debt has been under construction since President Nixon’s 1971 default on the gold obligations of the US government. His decree severed the redeemability of the dollar for gold and thus eliminated the extinguisher of debt. Debt has been growing exponentially everywhere since then. Debt is backed with debt, based on debt, dependent on debt and leveraged with yet more debt. For example, today it is possible to buy a bond (i.e., lend money) on margin (i.e., with borrowed money). The time is now fast approaching when all debt will be defaulted on. In our perverse monetary system, one party’s debt […]

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