Browsing Tag

gold

FUD for Thought 2: What, Me Worry?

This is the Golden Age of Fed Watching. And we’ve done our fair share. On a day when we have speeches from 5 Fed presidents and 1 governor, what more is there to say that hasn’t already been said? Faith in the Fed is high, and capital…

On the Value of Insurance

How to value gold is an age old frustration. As every schoolboy knows, it yields nothing and so can’t be valued on cash flows. It has very little industrial use. There is, however, a natural human tendency toward the use of currency so gold…

Gold and the Punchbowl

I have just been listening to Ben Davies' podcast (see also FT Alphaville here) from Hinde Capital about the funding issues of the Japanese government and the points he makes are important. I have used the metaphor of Japan as a bumblebee…

Rosenberg: "I love gold but…"

In David Rosenberg's latest daily market commentary, he showed some concern about the rally in gold and suggested near-tern caution. Rosenberg writes: I LOVE GOLD, BUT.... ....The recent surge is the same chart as in March 2008,…

What Could Derail Gold?

by David Galland Acting in my role as master of ceremonies at the Casey’s Gold & Resource Summit, I asked the faculty this question on more than one occasion. The answer is quite simple and has been discussed in previous editions of…

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