gold

Some investors are tiring of our cautioning of a “possible correction,” “waiting until you see the whites of their eyes,” and so forth. Some wish the market would stop dithering and just head north into mania territory. Or wish Casey…

Marc Faber was on CNBC talking about the intersection of asset markets with monetary policy. His view is that the Fed will be accommodative for the indefinite future, resulting in a move into riskier assets by investors starved for real…

I was on the Max Keiser show talking to Max about precious metals, currency debasement and hyperinflation. Max was pushing the view that the U.S. was on its way to hyperinflation due to its reckless monetary policy. I argued against this…

In January, Jeff Clark of Casey Research’s BIG GOLD advisory set out to get opinions from some of the smartest, most accomplished investors in the gold industry – where is the gold price going to go, how volatile will the markets be, what’s…

Ray Dalio spoke to Barron's in an interview that appeared in the weekly this past weekend. The themes of the conversation were the following: The world is on a dual track with emerging markets doing much better than developed…

By Claus Vistesen I recently asked my readers whether the global economy is in for inflation, deflation, or stagflation. Given that it may well be all three at different points in time, it seems as if recent market action suggests that…

The last time Ray Dalio conducted a major interview, the global economy seemed to be headed toward a major depression. This was in February 2009 when Barron's had a conversation with Bridgewater Associates' Ray Dalio. For his part, Dalio…

By Jeff Clark, BIG GOLD There have been numerous reports of bullion shortages in many parts around the world, along with rising premiums. And the two explanations – we’re running out of gold! and, it’s just a manufacturing bottleneck – are…

By David Galland One of the memes among the sound-money community is that one day things will get so bad that the public will come to its senses and throw the bums out, and then things will get better. Recently I came across an article by…

By Jeff Clark, BIG GOLD One of the cheapest ways to buy and store physical gold and silver is with unallocated (or pool) storage. With unallocated storage, a dealer holds metal that is owned by its customers, but without identifying any…