A Heretical, Rational Perspective on Gold
Back in the summer of 2011 I started writing an e-book on Gold. It was called The Gold Bubble: And 6 Other Things Every Investor Needs to Know about Gold. Gold was making its first run towards $1500/oz...
View ArticleThe 2013 Recap – Part Two
If you missed part one of the recap, you can catch up right here. We’ll get right to it. 6. Emerging Market Bonds Take Off — WRONG This is another one of those that was actually working before May. EM...
View ArticleHow to Predict the Price of Gold
Everybody take a deep breath. I know all you read was the title and I can see half of you immediately queuing up your angry emails. What follows will probably cause the other half of you to get your...
View ArticleA Better Strategy For Investing In Gold
Well, that was interesting. I republished last week’s article over at Seeking Alpha. 337 comments later it seems I must have struck a nerve! Apparently, the gold community is a whole lot more sensitive...
View ArticleThe Religion of Gold
Those of you on the email list will notice a new format this week! The idea is to keep publishing great content, but to break it up into more manageable sized chunks. Plus those of you who weren’t...
View ArticleHow Far the Gold Selloff Could Go
Summary $800/oz. That’s how low gold could go. No joke. Gold is still tremendously overvalued relative to its fundamental trend, masked by what is slowly being accepted as a bubble in 2011. Regardless...
View ArticleMaybe I’m Wrong – Justifying $2,000+ Gold
Summary My inflation-based trend models suggest the fair price for gold is roughly $800/oz. It’s possible I’m wrong, and this is what the case against me looks like. If you want to justify a value of...
View ArticleThe Religion of Gold
I’ve got some exciting news today! My new book is now on sale at Amazon. It’s called The Religion of Gold: Myths, Models, and the Seven Things You Need to Know to Raise Your Returns. Click here to...
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