Seeking Alpha
View as an RSS Feed

Gold Silver Worlds  

View Gold Silver Worlds' Articles BY TICKER:
  • Things Are About To Take A Different Turn In 2015
    Tue, Jan. 13 FXE, FXF, GLD 4 Comments

    Summary

    • Insights from an in-depth discussion with Steen Jakobsen of Saxo Bank.
    • Jakobsen sees a dip in the markets in the first half of 2015, seven years after the 2008 collapse started.
    • Entrepreneurs have the potential to turn the business cycle positive in 2015.
    • Gold should go higher in the second half of 2015, after deflation has dipped in the first half of the year.
  • 10 Remarkable Gold And Silver Trends Going Into 2015
    Tue, Jan. 6 FXA, FXB, FXE 8 Comments

    Summary

    • Gold and silver prices are not showing any sign of a major rally in the short run.
    • Several trends in the physical market are revealing great strength.
    • The generally accepted pessimism towards the metals is not reflected in the gold and silver market trends.
  • Japan On Track For A Textbook Bust
    Dec. 31, 2014 GLD, IAU, SGOL 4 Comments

    Summary

    • Japan's real economy is deteriorating significantly.
    • Government spending is the only economic driver in the real economy.
    • Japanese households are losing purchasing power as a result of the monetary policy.
    • Japan is a textbook example of the Austrian boom and bust cycle theory.
  • Anti-Gold Propaganda Prevails In Swiss Vote
    Nov. 30, 2014 FXF, GLD, PHYS 44 Comments

    Summary

    • The majority of votes of most individual cantons were against the initiative.
    • Public votes are still not final, but indications show that about 25% of the population voted for the initiative.
    • The initiative has failed to pass, but the awareness has been increased.
    • This initiative started a debate, a debate not only about gold, but about the nature of money itself and monetary management in general.
  • Illusioned By The Economic 'Recovery'
    Sep. 12, 2014 PSLV, SPY, PHYS 26 Comments

    Summary

    • ECB President Mario Draghi is daring banks to test the controversial asset-backed securities buying program.
    • The West is holding on to the small recovery indicators and close to zero inflation. Western economies are in a battle for growth.
    • The names of the monetary programs change, but the outcome is the same: injecting more money into the system.
  • Gold Relative To Monetary Base At All-Time Low
    Jun. 30, 2014 GLD, IAU, SGOL 15 Comments

    Summary

    • The new In Gold We Trust report calculates the next 12 month price target at the 1,500 USD level.
    • Longer term, the author expects a parabolic trend acceleration, with a long-term target of 2,300 USD by the end of the cycle.
    • Monetary policies are the key driver of gold's bullish fundamental case.
  • Why The Bust Is Inevitable According To Austrian Business Cycles
    Jun. 6, 2014 PSLV, PHYS 24 Comments

    Summary

    • According to the Austrian Business Cycle Theory, the central bank is largely responsible for the boom-and-bust cycles we encounter on a regular basis.
    • In order to rectify the situation, the market has to endure the correction process in order to readjust itself.
    • We are reaching the top (boom phase) of the long-term cycle, meaning we are slowly but surely approaching a devastating bust.
    • Holding a scarce asset with absolutely no counterparty risk (in particular physical gold or silver) affords investors a “hedge” against the coming crisis.
  • Uranium Energy Corp.: Cheapest Uranium Producer With Strongest Balance Sheet
    Apr. 14, 2014 UEC 10 Comments

    Summary

    • A bearish article on UEC last week appeared to have incorrect information.
    • Management of UEC is smartly adapting operations and strategy in order to adapt to the current difficult market conditions.
    • The balance sheet, cash position and debt situation of UEC are excellent for a junior uranium miner.
    • UEC offers high leverage to shareholders when the uranium spot price reverses trend, something that will inevitably happen.
  • Outperforming Junior Gold Miners
    Feb. 5, 2014 AAU, ATUSF, BCEKF 6 Comments
  • Gold Price Exploding In Emerging Markets
    Feb. 4, 2014 GLD, IAU, PHYS 6 Comments
  • Financial Repression Starts Showing Its Ugly Head
    Nov. 7, 2013 PHYS, PSLV, SHY 10 Comments
  • What The Big Money Knows About Uranium Energy Corp.
    Nov. 7, 2013 UEC 5 Comments
  • Uranium Energy Corp.: Plenty Of Exploration Potential
    Sep. 18, 2013 UEC 3 Comments
  • Gold Mining Equities: A Play Against The Tide
    Aug. 28, 2013 ALIAF, GDXJ, GLD 2 Comments
  • Cyprus And Gold - Noise Vs. Facts
    Apr. 11, 2013 GLD 2 Comments
  • Gold Is Always Rallying Somewhere
    Apr. 10, 2013 GLD 6 Comments
  • State Of The Junior Gold Mining Sector - April 2013
    Apr. 10, 2013 GDX, GDXJ 12 Comments
  • One Small Secret To Pick Winning Gold And Silver Miners
    Mar. 29, 2013 UEC, GDXJ, BRIZF 2 Comments
  • Wakeup Call From Cyprus To The Rest Of The World
    Mar. 18, 2013 PSLV, PHYS 6 Comments
  • Marin Katusa On Physical Gold And Promising Gold Companies
    Feb. 20, 2013 PHYS, GDXJ, BRIZF 3 Comments
  • Investing In Resource Markets In 2013
    Jan. 3, 2013 GDQMF, RVRLF, AOIFF Comment!
  • Silver Outlook For 2013
    Dec. 17, 2012 SLV 10 Comments
  • Brazil Resources Inc.: Gold Exploration Miner With High Potential
    Nov. 29, 2012 BRIZF Comment!
  • Negative Real Interest Rates Continue To Drive Gold's Price
    Nov. 20, 2012 SLV, GLD 7 Comments