A wider perspective.

Ideas and analysis on money, markets and the world around us.

Gold or mining shares?

There are many reasons to own physical gold. They arise from the financial and monetary uncertainty impacting investors around the globe. Some of the more obvious reasons are: Weakening economic activity and rising…

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Gold futures market heading for crisis

I thought I had a good idea what disasters we might face in 2013, and then I saw the most recent US Commodity Futures Trading Commission’s Bank Participation Report for gold and silver. On the basis of recent BPRs these…

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The value of the dollar

I very rarely criticise the work of others, but I am going to make an exception in the case of Paul van Eeden, of Cranberry Capital. Mr van Eeden, in an interview with The Gold Report stated that “the value of gold is…

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The coming silver price eruption

There was a degree of predictability about the knockdown in gold and silver at the US futures market (Comex) last Wednesday. The reason is that the Commercials (together the producers, processers, fabricators, bullion…

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A crude awakening

One of the joys of interviewing some of the best brains in the world of finance and economics is that they alert you to important factors that perhaps you haven’t fully considered. This was my experience with Chris…

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Shadow banking: the next landmine

The Federal Reserve Board originally led us to believe that it was necessary to expand money supply through quantitative easing to offset the contraction of bank credit. Bank credit is no longer contracting, and indeed…

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Understanding Asian gold demand

There is growing awareness that gold is accumulating in Asia. Indians have for a long time been the largest buyers of gold and have a tradition of giving gold as gifts at auspicious times. This gold is mostly classified…

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Green shoots of a US recovery?

There is growing hope in some quarters that economic recovery is at last under way in the USA. Is this just an election-inspired pick-up in sentiment, now rapidly vanishing, or do we take it more seriously; and if it…

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Real estate priced in gold

Throughout history many fortunes have been made and lost in real estate. Luck has of course played a part in these outcomes, but the main reason for changing fortunes is the decisions that were made, whether good or…

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