Skulderna i världen har aldrig varit så höga som de är idag samtidigt som man trycker pengar för att hålla systemet igång. Guld och silver har varit en del av det monetära systemet under flera tusen år. De senaste dryga 40 åren har man dock valt att lämna dessa ädelmetaller utanför och det har medfört ökade skulder och ett ohållbart system.

Alasdair Macleod om guldet

Publicerad 2019-03-22 13:27:50 i Ekonomi,

The global economic outlook is deteriorating. Government borrowing in the deficit countries will therefore escalate. US Treasury TIC data confirms foreigners have already begun to liquidate dollar assets, adding to the US Government’s future funding difficulties. The next wave of monetary inflation, required to fund budget deficits and keep banks solvent, will not prevent financial assets suffering a severe bear market, because the scale of monetary dilution will be so large that the purchasing power of the dollar and other currencies will be undermined. Failing fiat currencies suggest the dollar-based financial order is coming to an end. But with few exceptions, investors own nothing but fiat-currency dependent investments. The only portfolio protection from these potential dangers is to embrace sound money - gold.

Chart 3 gives a longer-term perspective of gold’s valuation. It is of the gold price adjusted by mine supply and for changes in the fiat money quantity. Simply put, FMQ is the sum of cash, bank deposits and savings accounts, and also bank reserves held at the Fed. It is the total amount of fiat money both in circulation and available for circulation.

Bara början för guldet

Publicerad 2019-03-22 10:00:57 i Ekonomi,

Incrementum's 13th annual compact In Gold We Trust report released this week (the full 2019 handbook will launch end-May) analyzes the performance of gold stocks using the Barron's Gold Mining Index, stretching back to 1942.

The Liechtenstein-based asset managers points out that the current uptrend for equities in the sector is  still relatively short and weak compared to previous rallies in precious metal stocks.

The chart shows there is still "plenty of upside potential" and the authors Ronald-Peter Stoeferle and Mark J. Valek believe gold bulls could be in for a pleasant surprise later in the current cycle:

The chart shows that every bull market in the sector ended in a parabolic upward spike which lasted nine months on average and resulted in price doubling at a minimum.

 77-year chart shows upswing in gold mining stocks have hardly begun

Ryssland fortsätter att ackumulera guld

Publicerad 2019-03-21 16:14:10 i Ekonomi,

Yesterday was the 20th of the month and you know what that means. New gold data from the Central Bank of Russia! They bought 31.1 tons in February, bringing total to 2,149 tons. Washington is finally noticing; part of the reason I was there Wednesday. This is the new Great Game.



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Roger Lundberg

Har varit verksam inom den finansiella marknaden i över 35 år. Har därmed varit med om både upp och nedgångar inom olika marknader. Min bedömning är att vi närmar oss en ny härdsmälta på de ekonomiska marknaderna och vill därför med denna blogg dela med mig av min erfarenhet.

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