-
By Richard (Rick) Mills |
December 21, 2012
You need to find the quality management teams with money in the treasury, the ability to raise more and having the advanced projects that are well along the development path towards a mine that is going to be a long life, lowest quartile all-in cost producer.
-
By Axel Merk, Nick Reece |
November 1, 2012
Our leaders want a weaker dollar and a stronger Chinese renminbi (RMB). That’s our assessment based on recent comments by President Obama, presidential hopeful Romney and Federal Reserve (Fed) Chair Bernanke.
-
By Axel Merk |
October 17, 2012
Doubling down on QE3, the Federal Reserve (Fed) Chairman Bernanke tells China and Brazil: allow your currencies to appreciate. One does not need to be a rocket scientist to conclude that Bernanke wants the US dollar to fall.
-
By Axel Merk |
September 19, 2012
The Federal Reserve’s announcement of a third round of quantitative easing (QE3) might have been the worst kept secret, yet the dollar plunged upon the announcement. Here we share our analysis on what makes the FOMC tick.
-
By Axel Merk |
August 29, 2012
To print or not to print? Odds are that Fed Chairman Bernanke has been contemplating this question while drafting his upcoming Jackson Hole speech. The one good thing about policy makers worldwide is that they may be fairly predictable.
-
By Axel Merk |
August 23, 2012
The purest form of a debt free asset is gold. Gold is true money, the only form of money that isn’t someone else’s liability. While central banks might be able to lower the gold price by dumping their own reserves, central banks cannot print more gold.
-
By Axel Merk |
July 26, 2012
As the price of gold has gone up fivefold over the past 10 years, why would one buy it at today’s prices? For the same reason an investor would buy any other asset: if one believed it would be a good investment now.
-
By Anthony J. Alfidi |
December 12, 2011
This year's Hard Assets Conference was as big as they come. It always brings a ton of mining experts to the city. Enough time has passed for the information discussed there to be actionable, so now it's time to review the show.
-
By Jon Nadler |
July 20, 2011
Most members of the precious metals team started the midweek session a tad higher this morning; however their initial gains did not endure and the complex soon slipped into the red (except in the case of palladium, as of this writing).
-
By Jon Nadler |
June 8, 2011
Precious metals opened under selling pressure as the midweek trading session got underway this morning. Some early losses in oil and in gold were reversed following reports that the OPEC ministers failed to reach a consensus on production quotas