The Ultimate Gold Bull Peter Grandich vs. The Muted Bear Steve Palmer

Is gold preparing for another shot up to $2,500/ounce heights or on the way down after being overbought? In this exclusive interview with The Gold Report, two respected names in the investing world share their arguments for what could happen in the coming years and how to profit from it. Financial Adviser Peter . . . → Read More: The Ultimate Gold Bull Peter Grandich vs. The Muted Bear Steve Palmer

Martin Armstrong and FOFOA articles

Armstrong believes that gold is NOT a hedge against inflation but rather a hedge against a loss of confidence in government. There is a difference, and Martin does a good job explaining it. He is reiterating his latest papers in stating that a loss of confidence in the government sector is coming soon if . . . → Read More: Martin Armstrong and FOFOA articles

Hedging using derivatives

There is a fascinating article in The Economist about how the world of derivatives has shaped up through the crisis.

I often encounter misconceptions about hedging. The one line that summarises the issue is this: The job of a hedging strategy is to combat extraneous economic exposure. Let me focus on currency exposure as . . . → Read More: Hedging using derivatives

Snarling the Gold-leasing Machinery

This article by Ambrose Evans-Pritchard in the London Telegraph has got a lot of runs in the past few days. This statement in it caught my eye

Low real interest rates have caused the process [mine hedging] to reverse, creating a shortfall of about 500 tonnes. The process accelerates as rates turn negative, leading . . . → Read More: Snarling the Gold-leasing Machinery