Table of Contents
All subscribing members can access the written digest. See below for a running list of member content with short descriptions.
The digests are written research on the markets as they relate to precious metals, printed typically in the first half of the month. We cover everything from gold and silver price discovery to the broad market cycles. We also delve quite a bit into culture and politics of nations and how those affect the financial markets, and thus the precious metals. The digest tends to be focused on the medium to long term, because most large wealth gains are done with planning and the longer view. We invest in the mega-trend cycles, and gold and silver are certainly in long term bull market.
We discuss what numismatic coins are and provide a guide to understanding them. The numismatic coin market is not as well known by investors, but can be a very lucrative investment vehicle that lacks some of the daily volatility found in the gold bullion markets. There are things to be aware of when investing in this space, and we cover some popular do’s and don’ts here.
In this month’s digest, we are going to link Modern Monetary Theory (MMT), zero and negative interest rate policy, and cryptocurrencies. To implement true state-owned money, the government needs all three pieces to come together. We will explain how all of this works, and link these concepts back to economist’s writings starting in the late 1800s.
We provide you a buyer’s guide for gold mining stocks and funds. We examine how gold mining stocks reacted the the huge June upside move. We also cover:
- A checklist for how to value any gold or silver miner. In fact, the guide applies also to any general commodity mining company.
- We discuss the advantages and disadvantages of investing in individual stocks, stock miner ETFs, and the GLD fund.
- We rank the main risk factors with mining companies that need to be considered before you invest $1 in any of the miners.
- We cover the power of leverage in mining stocks versus the stability of carrying the physical metal itself.
We cover the US state of affairs in 2019, a broad missive on everything going on economically, culturally, politically, and in technology. The following topics are discussed:
- Stalling US Economy
- Corporations Looking for a New Host
- The US is Becoming a Wasteland
- Politically, the Western World is Fracturing
- North American Trade Agreement Roadblocks
- United States is Following Europe
- A Brief Comment on Trump
- Individual Action
- Odds and Ends:
- Robotics and AI
- Break Away Societies
- Adversarial Military Advancements
This is the cryptocurrency issue, and includes my insights from 25 years working in the tech field as systems administrator, systems consultant, technical auditor, and security analyst. We discuss what the real plans are for the digital currencies, including the published IMF template on how to institute electronic money in the banking system to finally replace cash. If you thought cryptos were your salvation outside the banking system, you may want to read this first.
We will be discussing John Exter’s pyramid and its role in assessing market investment value and risk. While Exter’s pyramid is used by many financial scholars to asses financial system risk, the original framework is published from a central planner’s perspective. Central planning always fails in the long run; so I have modified the framework to fit the perspective of individual investors. This is your roadmap to financial solvency when the big financial reset happens.
We discuss the various economic, political, and cultural super-cycles that are converging together all at the same time. The information here shows two things a) our markets are fragile and nearing shatter, and b) the only way to protect yourself is with physical assets outside the banking system. We include research covering thousands of years across many different historical markets across the world.
This is the digest where we cover the many mechanisms used to control the price of gold. This includes suppression of prices and false paper supplies. We discuss who is doing it, and include lots of data on exactly how. The data focuses on sales, leases, swaps, and derivatives like ETFs. Don’t miss this one.
This month’s digest explains exactly what factors drive the current gold price. We break it down into the two main components with detailed explanations for each. If you want to know where the gold price is going in today’s market, read this.
The focus of this first monthly digest will be on the silver market, and in particular the shiny metal itself. We focus on supply, demand, and pricing factors. Your go-to guide for the silver market.