Ian Gordon: Why Gold Stocks Outperformed Other Gold Investments

Ian Gordon of Longwave Analytics and Longwave Strategies believes we’re on the precipice of very difficult and frightening times and predicts complete financial collapse. But it’s in those periods of darkness that gold really shines. Gordon, who recently published a special edition of his Investment Insights entitled “The Gold Rush of the 1930s . . . → Read More: Ian Gordon: Why Gold Stocks Outperformed Other Gold Investments

In Praise of Deflation

First, some neo-Keynesian nonsense:

It’s counterintuitive that falling prices can be bad. After all, nobody ever complained about stuff being cheaper. The problems, though, are twofold. First, if prices fall across the board, so too will wages — but debts won’t. Borrowers will have a harder time making their payments. More of them will . . . → Read More: In Praise of Deflation

Other Alpha Sources

I have been enjoying myself in the Austrian Alps last week and hence the lower output. Here is my look though, of a number of notable news stories and contributions.

Global Liquidity

Benoît Cœuré, Member of the Executive Board of the ECB has penned a speech (and argument) on global (excess) liquidity. Izabella likes . . . → Read More: Other Alpha Sources for February 13, 2012

Deflation Is Coming: Jay Taylor

Jay Taylor believes the biggest challenge facing the U.S.—deflation—could mean a better year, or even decade, for junior gold stocks. Taylor, editor of Jay Taylor’s Gold, Energy & Tech Stocks, has ridden some equities to the bottom of this punishing market and is ready to pile more cash into small gold companies. In . . . → Read More: Deflation Is Coming: Jay Taylor

European Bank Runs And Underestimated Physical Gold Demand

The demand for gold is vastly underestimated. About 18 months ago I wrote about Euro Gold and the Euro Zone and Euro Evaporation Leading To Credit Default Swaps and IMF Gold. One key excerpt was:

The Euro is broken. This was its destiny. This is the destiny of all fiat currencies. These bureau-rats cannot . . . → Read More: European Bank Runs And Underestimated Physical Gold Demand

Clive Maund: Gold to Profit from Economic Uncertainty

The mountains of debt engulfing Western economies is likely to lead to hyperinflation according to Clive Maund, president of clivemaund.com. In this exclusive interview with The Gold Report, Maund details the scenario he sees for collapse and reveals several gold stocks that could benefit.

The Gold Report: Clive, on clivemaund.com you said “for fundamental . . . → Read More: Clive Maund: Gold to Profit from Economic Uncertainty

Porter Stansberry: U.S. Shifts to Gas Export Role

With America “the Saudi Arabia of natural gas,” as Stansberry & Associates Investment Research Founder Porter Stansberry puts it, U.S. energy independence is no longer a pipe dream. It’s evolved from political posturing to promise based on practical factors that he shares in this Energy Report exclusive. Porter’s “incredibly bullish” outlook stems in part . . . → Read More: Porter Stansberry: U.S. Shifts to Gas Export Role

Porter Stansberry: Enough Already, Let's Return to the Gold Standard!

The money supply increases naturally by exactly the amount of increases in productivity in a healthy economy, notes Stansberry & Associates Investment Research Founder Porter Stansberry. He doesn’t have to point out that the economy isn’t healthy, nor that the money supply expands every time the printing presses run to bail out a failing . . . → Read More: Porter Stansberry: Enough Already, Let’s Return to the Gold Standard!

Frank Holmes: Gold Is for Fighting Deflation, Not Inflation

Whether out of fear or love, everyone is running to gold, says Frank Holmes, head of investment firm U.S. Global Investors. The lengthy Congressional battle to raise the debt ceiling left many investors clinging to gold for safety. But a growing world population continues to stock up on the honeyed metal for weddings . . . → Read More: Frank Holmes: Gold Is for Fighting Deflation, Not Inflation