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NUGGET ARCHIVES: 2016b 2016a 2015c 2015b 2015a 2014 2007-2013

 

Arch Crawford & Chris Waltzek - Sept. 28, 2016.
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Highlights

  • Arch Crawford, head of Crawford Perspectives showcases his investing methods that he's honed over forty years.

  • Observation of market and astronomical anomalies indicates the potential of extreme volatility in 2017.

  • Arch thinks the Fed does not have the remaining fire power to hold the US equities markets aloft forever.

  • Gold remains one of Arch's favorite markets.

  • The discussion includes the rumored "Metropolitan Plan" where US policymakers could implement negative interest rates (NIRP).

  • According to the Metropolitan Plan article, gold could ascend to over $10,000 per ounce - several top insiders are preparing contingencies.

  • Arch Crawford outlines support / resistance levels for the gold market - he's watching for a break above $1,400 gold as a bullish sign.

Arch Crawford, head of Crawford Perspectives showcases his investing methods that he's honed over forty years. Observation of market and astronomical anomalies indicates the potential of extreme volatility in 2017. Arch thinks the Fed does not have the remaining fire power to hold the US equities markets aloft forever. Gold remains one of Arch's favorite markets. The discussion includes the rumored "Metropolitan Plan" where US policymakers could implement negative interest rates (NIRP) following the footsteps of the PBoC (-3.7%), BOJ, ECB and Sweden. According to the Metropolitan Plan article, gold could ascend to over $10,000 per ounce - several top insiders are preparing contingencies:

John Paulson owns stakes in several gold-mining companies. David Einhorn is a huge gold bull, with more than $100 million invested in gold stocks. Paul Singer says it’s the only real money. Ray Dalio – founder of Bridgewater, the largest hedge fund in the world – says, “If you don’t own gold, you know neither history nor economics.

Arch Crawford outlines support / resistance levels for the gold market - he's watching for a break above $1,400 gold to indicate a resumption of the bull market, mirroring the thoughts of several recent guests.

 

 

 

Gerald Celente & Chris Waltzek - Sept. 22, 2016.

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Highlights

  • Head of the Trends Research Institute, Gerald Celente returns with comments on the recent bombings in NY and NJ.
  • Once gold closes firmly above $1,400 per ounce, a new bull market will be underway, according to the Trends Research Institute.
  • By sending interest rates to 46 year lows, policymakers temporarily halted an economic implosion, which resulted in a real estate bubble.
  • Survival / Sur-thrival in the modern economy requires some novel thinking.
  • The world is passing from the Industrial / Information age to a robotics era, which will eliminate millions of jobs.
  • One key outcome will be an education overhaul, including interactive artificial intelligence-instructors and virtual classrooms.
  • Robotics will usher in positive outcomes, including virtual vision and memory enhancement.

Head of the Trends Research Institute, Gerald Celente returns with comments on the recent bombings in NY and NJ. By sending interest rates to 46 year lows, policymakers temporarily halted an economic implosion, which resulted in a real estate bubble. Survival or Sur-thrival in the modern economy requires some novel thinking. For instance, the world is passing from the Industrial / Information age to a robotics era, which will eliminate millions of jobs. One key outcome will be an education overhaul, including interactive artificial intelligence-instructors and virtual classrooms. Robotics will usher in positive outcomes, including virtual vision and memory enhancement. Once gold closes firmly above $1,400 per ounce, a new bull market will be underway, according to the Trends Research Institute.

 

Nick Barisheff & Chris Waltzek - Sept. 21, 2016.

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Summary

  • Nick Barisheff of Bullion Management Group (BMG) notes that most of the above ground silver stockpiles were sold before the year 2000.
  • Only 20% of silver is the byproduct of pure silver mines, the remaining 80% is derived from base metal production, such as lead.
  • The net result: 50% of silver demand is industrial in nature with unique nearly vertical asymptote-like demand / supply curves.
  • No matter how costly silver becomes, industrial demand for items like solar panels and laptops / iPhones / Androids remains constant.
  • Even if jewelry demand were to drop to near 0%, the remaining 50% industrial demand holds constant.
  • When Ford Motors purchased $2 billion of palladium, the precious metal with similar industrial qualities leaped 10 fold (Figure 1.1).
  • Until the 2011 gold zenith, the trend in US debt and the price of gold tended to walk in lock step, in near perfect correlation.
  • If the relationship were to return, it would require a price of $3,000 gold to reflect today's debt levels
  • Using Professor Lawrence Kotlikoff's $200 trillion debt figure, $30,000 gold.
  • One day in the not so distant future, investors will notice gold is $2,000-$3,000 higher than the day before and it will be too late to procure discounted PMs.

     

Nick Barisheff of Bullion Management Group (BMG) notes that most of the above ground silver stockpiles were sold before the year 2000 and each ounce at the COMEX has 44 eligible owners. Moreover, only 20% of silver is the byproduct of pure silver mines, the remaining 80% is derived from base metal production, such as lead. The net result: 50% of silver demand is industrial in nature with unique nearly vertical asymptote-like demand / supply curves, which makes demand indifferent to increases in price. Put simply, no matter how costly silver becomes, industrial demand for items like solar panels and laptops / iPhones / Androids remains constant as there are no economical alternatives. Consequently, even if jewelry demand were to drop to near 0%, the remaining 50% industrial demand holds constant. Case in point, when Ford purchased $2 billion of palladium, the precious metal with similar industrial qualities leaped 10 fold (Figure 1.1). Until the 2011 gold zenith, the trend in US debt and the price of gold tended to walk in lock step, in near perfect correlation. If the relationship were to return, it would require a price of $3,000 gold to reflect today's debt levels and using Professor Lawrence Kotlikoff's $200 trillion debt figure, $30,000 gold. Our guest makes the chilling claim - one day in the not so distant future, investors will notice gold is $2,000-$3,000 higher than the day before and it will be too late to procure discounted PMs.

 

Figure 1.1. Palladium Squeeze - Is Silver Next?

Note: Basic chart courtesy of infomines.com.

 

Jeffrey Nichols & Chris Waltzek - Sept. 15, 2016.

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Free download of mp3 file: click here.

Summary

  • Jeffrey Nichols, Senior economist of Rosland Capital returns with his latest insights on the financial markets and the geopolitical drama.
  • His work indicates that once the $1,400 gold hurdle is surpassed, the former bull market return in all of its glory, ascending over $2,000.
  • Positive seasonal factors will continue to add upward momentum to the sector, due to demand stemming from Christmas, Hanukkah and Indian festivities.
  • Investors in newly affluent China will cause retailers to increase stockpiles.
  • Despite the remarkable 2016 rally, gold remains a de facto value relative to US equities, making gold an enticing bargain opportunity.
  • Large financial institutions / hedge funds / pension funds are turning to the relatively tiny PMs sector as an alternative to pricey shares / bonds.
  • Solid population growth in China / India will virtually insure robust future demand for the PMs.
Jeffrey Nichols, Senior economist of Rosland Capital returns with his latest insights on the financial markets and the geopolitical drama. His work indicates that once the $1,400 gold hurdle is surpassed, the former bull market return in all of its glory, ascending onwards and upwards to $1925 and to new zeniths over $2,000. Positive seasonal factors will continue to add upward momentum to the sector, as demand stemming from Christmas, Hanukkah and Indian festivities related demand as well as that from newly affluent China will cause retailers to increase stockpiles. Despite the remarkable 2016 rally, gold remains a de facto value relative to US equities, making gold an enticing bargain opportunity. Large financial institutions / hedge funds / pension funds are turning to the relatively tiny PMs sector as an alternative to pricey shares / bonds as evidenced by solid gold ETF demand figures ($10,000 Gold by Nick Barisheff covers this key issue). In addition, solid population growth in China / India will virtually insure robust future demand for the PMs.

 

Kevin Kerr & Chris Waltzek - Sept. 14, 2016.

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Mp3 format.

Summary

  • Kevin Kerr of Kerr Trading International rejoins the show, with positive comments on the upcoming September 30th, US Federal Budget.
  • The current budget deficit exceeds $107 billion, the persistent issue implies the potential for challenging economic conditions on a national scale.
  • Many top guests on this show have championed the idea of a balanced US Federal budget, including Dr. Ron Paul.
  • Unfortunately, the issue remains political kryponite, anathema to the election process.
  • The similarities between the current US equities indexes and that of 2008 are chilling.
  • 2016 is also a Presidential year, with the potential for another 2008-2009 like Great Recession / market meltdown.
  • The duo conclude that every investment portfolio should be positioned / hedged against potential selling.
  • The bottom is in place for the PMs sector, while silver is poised to yield exceptional gains.
  • Among the key drivers sending investors flooding into the PMs sector, continued Brexit-like events in the EU and the potential for negative rates in the US.
  • Despite record crude oil supply levels, the sector could spike to as high as $65 should the CRB commodities index rally persist.

Kevin Kerr of Kerr Trading International rejoins the show, with positive comments on the upcoming September 30th, US Federal Budget. The current budget deficit exceeds $107 billion, the persistent issue implies the potential for challenging economic conditions on a national scale. Many top guests on this show have championed the idea of a balanced US Federal budget, including Dr. Ron Paul. Nevertheless, it is unfortunate that the issue remains political kryponite, anathema to the election process. The similarities between the current US equities indexes and that of 2008 are chilling. For instance, 2016 is also a Presidential year, with the potential for another 2008-2009 like Great Recession / market meltdown. The duo conclude that every investment portfolio should be positioned / hedged against potential selling. Our guest thinks the bottom is in place for the PMs sector, while silver is poised to yield exceptional gains. Among the key drivers sending investors flooding into the PMs sector, continued Brexit-like events in the EU and the potential for negative rates in the US. Despite record crude oil supply levels, the sector could spike to as high as $65 should the CRB commodities index rally persist.

 

Bill Murphy & Chris Waltzek - Sept. 7th, 2016.

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Highlights

  • Bill Murphy of GATA.org returns to the show with insights on the PMs sector.
  • The gold cartel continues to be the key shadowy force behind downward price movements in the PMs sector.
  • Physical supply constraints are hindering their efforts, as evidenced by the sharp recovery in price in recent weeks.
  • The dialogue includes news from Sydney Australia via GATA.org, that gold miner, Resolute is offering shareholders the option to receive gold bullion dividends.
  • The shares skyrocketed several fold in recent months since the announcement.
  • Recent commentary from Dr. Stephen Leeb implies that China's banks are accumulating large inventories of gold, to satisfy new IMF regulations.
  • Our guest thinks gold represents the de facto investment opportunity.

Bill Murphy of GATA.org returns to the show with insights on the PMs sector. Evidently, the gold cartel continues to be the key shadowy force behind downward price movements in the PMs sector. However, physical supply constraints are hindering their efforts, as evidenced by the sharp recovery in price in recent weeks. The dialogue includes news from Sydney Australia via GATA.org, that gold miner, Resolute, is offering shareholders the option to receive gold bullion dividends, in lieu of a check. The shares skyrocketed several fold in recent months since the announcement. Recent commentary from Dr. Stephen Leeb implies that China's banks are accumulating large inventories of gold, to satisfy new IMF regulations as well as in anticipation of a new global reserve currency. Our guest is a gold aficionado with a penchant for silver, noting that AG has the greatest potential for explosive gains.

 

Bob Hoye & Chris Waltzek - Sept. 6, 2016.

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Free download of mp3 file: click here.

Highlights

  • Bob Hoye, senior investment strategist of Institutional Advisors returns with comments on the financial markets.
  • Our guest is monitoring the gold to silver ratio closely, noting the predictive powers, similar to a credit spread or yield curve.
  • Every investment portfolio must include gold / silver assets; the perfect insurance against global money printing.
  • According to a Labor Department Report, the US jobs included 100,000 fewer than anticipated, implying that the Fed has less wiggle room to raise rates.
  • The Fed remains the only hold out among the central banking trifecta to keep rates above zero, i.e., the BOJ, ECB.
  • John Williams latest figures at Shadowstats.com, the true national unemployment rate is approaching 25%, the worst since the Great Depression.
  • The reason for the discrepancy is that officials no longer consider the 95 million discouraged workers as part of the tally.
  • Tame energy prices offer gold / silver miners a competitive advantage, as energy is a major production expense.
  • Bob Hoye outlines why the precious metals sector will eventually be the hottest venue in the financial world, at least doubling from current levels.

Bob Hoye, senior investment strategist of Institutional Advisors returns with comments on the financial markets. He's monitoring the gold to silver ratio closely, noting the predictive powers, similar to a credit spread or yield curve. Our guest says every investment portfolio must include gold / silver assets; the perfect insurance against global money printing. According to a Labor Department Report, the US jobs included 100,000 fewer than anticipated, implying that Fed policymakers have less wiggle room to raise rates. The Fed remains the only hold out among the central banking trifecta to keep rates above zero, i.e., the BOJ, ECB. According to John Williams latest figures at Shadowstats.com, the true national unemployment rate is approaching 25%, the worst since the Great Depression, a bit higher than the official 4.9% figure. The reason for the discrepancy is that officials no longer consider the 95 million discouraged workers as part of the tally. Tame energy prices offer gold / silver miners a competitive advantage, as energy is a major production expense. Bob Hoye outlines why the precious metals sector will eventually be the hottest venue in the financial world, at least doubling from current levels.

 

John Embry & Chris Waltzek - September 1, 2016.

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Please download this show in Mp3 format: click here.

Highlights

  • John Embry, Senior Strategist at Sprott Asset Management returns with key insights into the startling 2016 PMs market rally.
  • The recent pullback represents a discounted buying opportunity within a new long-term bull market.
  • Once gold breaks out of the consolidation in terms of the US dollar, the de facto reserve currency, the bull market will continue.
  • China's official 3,000 ton gold reserve figure at the PBoC may be vastly understated; the true stockpile could represent the largest worldwide.
  • A recent article by Koos Jansen shows that China's top banks likely hold massive gold reserves, the traditional asset of choice.
  • The discussion includes "Bond King", Bill Gross, who may soon earn a new royal title of "Gold King."
  • The financially savvy professional seems to be losing his appetite for bonds in favor of gold.
  • The duo suggest that the billions of dollars / currencies held in paper form should be shifted into safer alternatives, such as bullion, and mining shares.
  • The world's most useful precious metal, silver may eventually outshine its rivals, sporting one of the most enviable investment valuations.
  • Once gold ascends to it's rightful place as king of currencies, the gold / silver ratio will return to 10:1, sending silver into the triple digits.
  • The Irish Times reported that the Bank of Ireland is now charging for the right to deposit funds, making home safes much more desirable.
  • Sales in home safes are soaring across much of Europe, ground zero of the ECB negative saving rates.

John Embry, Senior Strategist at Sprott Asset Management returns with key insights into the startling 2016 PMs market rally. The recent pullback represents a discounted buying opportunity within a new long-term bull market. Once gold breaks out of the consolidation in terms of the US dollar, the de facto reserve currency will continue higher. In addition, the official 3,000 ton gold reserve figure at the PBoC is likely understated; the true stockpile could represent the largest worldwide by a factor of at least 2-3 fold, beyond even that of the USA and without encumbrance, such as leasing arrangements. In addition, a recent article by Koos Jansen shows that China's top banks likely hold massive gold reserves, the traditional asset of choice, contrary to their colleagues in the West, which detest the "barbarous relic." The discussion includes "Bond King", Bill Gross, who may soon earn a new royal title of "Gold King." The financially savvy professional seems to be losing his appetite for bonds in favor of gold. The duo suggest that the billions of dollars / currencies held in paper form should be shifted into safer alternatives, such as bullion, bars, coins and mining shares. Nevertheless, the world's most useful precious metal, silver may eventually outshine its rivals, sporting one of the most enviable investment valuations. Once gold ascends to it's rightful place as king of currencies, the gold / silver ratio will return to a more traditional 10:1 level, the naturally occurring mineralization rate, sending silver into the triple digits. The Irish Times just reported that the Bank of Ireland is now charging for the right to deposit funds, making home safes much more desirable wealth storage alternatives. The die is cast, the tipping point has been crossed, gold now yields intangible interest amid the negative interest rate environment. Case in point, sales in home safes are soaring across much of Europe, ground zero for ECB negative saving rates.

 

 

Dr. Paul Craig Roberts & Chris Waltzek - August 30, 2016.

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Highlights

  • Senior Research Fellow, Dr. Paul Craig Roberts rejoins the show.
  • The bullion banks have "An infinite stockpile of naked gold shorts, driving down the price."
  • The shorting machination began in 2011, culminating in the 2016 gold rally.
  • An underground international bank transaction clearing system is jeopardizing US dollar hegemony;
  • "If the system gets up and running, big banks will no longer require dollar reserves."
  • The end game is obvious; inevitably market forces must establish equilibrium, sending the PMs skyward.
  • Eventually, higher rates will cause an economic depression of epic scale.
  • The recent US jobs number may be skewed by false assumptions, i.e., Seasonal adjustments making the recent 277,000 job number suspicious.
  • The participation rate, or number of folks working, continues to decline on an annual basis, suggesting bogus BLS numbers.
  • Most new part-time, service jobs offer few perquisites as the deterioration in the labor force continues in earnest, resembling"...a 3rd world economy."
  • The disturbing social theme is emblematic of the difficulties facing young couples attempting to establish and maintain households.
  • "More than half of US 18-25 year olds live at home, while most of the 25-34 bracket live at home due in no small part to limited job prospects...
  • A final leg holding up the entire domestic edifice is the artificially low rate environment.
  • Near zero rates boosts home prices, making refinancing simple vis–à–vis debt securitization.
  • The strategy will work until either debt availability lessons or the housing bubble bursts.
  • When inflation is properly included, the real GDP has been essentially flat to negative since 2000, representing the deepest depression in national history.
  • Without manufacturing jobs, the tax base collapses, and inevitably, the currency / economy.
  • No market is free due to manipulation and easy debt. For instance, stock P/E's are high on a historical basis, primarily due to Fed based excess liquidity.

     

Dr. Paul Craig Roberts, the John M. Olin Fellow / Senior Research Fellow at the Hoover Institution, Stanford University, and Research Fellow at the Independent Institute, rejoins the show; he notes, "Bullion banks have "An infinite stockpile of naked gold shorts, driving down the price." The shorting machination began in 2011, culminating in the 2016 gold rally, at which point the shorting slowed, but did not stop. In addition, an underground international bank transaction clearing system is jeopardizing US dollar hegemony; "If the system gets up and running, big banks will no longer require dollar reserves." The end game is obvious; inevitably market forces must reestablish equilibrium, sending the PMs skyward. Eventually, higher rates will cause an economic depression of epic scale / breadth. The recent US jobs number may be skewed by false assumptions, i.e., Seasonal adjustments imply that the recent 277,000 job number is suspicious to the skeptical observer. In addition, the participation rate, or number of folks working, continues to decline on an annual basis, highly suggestive of bogus BLS numbers. Case in point, most new jobs offer few perquisites such as part-time, service jobs as the deterioration in the labor force continues in earnest resembling"The labor force of a 3rd world economy." The disturbing social theme is emblematic of the difficulties facing young couples attempting to establish and maintain households. "More than half of US 18-25 year olds live at home while nearly half of the 25-34 bracket live with parents, due in no small part to limited prospects, amid the offshoring of US manufacturing jobs. A final leg holding up the entire domestic edifice is the artificially low rate environment. Near zero rates boosts house prices, making refinancing simple vis–à–vis debt securitization. The strategy will work until either debt availability halts or the housing bubble bursts. Our guest echoes the sentiments of Shadowstats.com's John William's and that of the host: when inflation is properly included, the real GDP has been essentially flat to negative since 2000, representing the deepest and least recognized depression in national history, essentially dismantling the impetus that pulled the US out of the pre-industrial dark ages and the de facto, "Deindustrialization of the USA." Without manufacturing jobs, the tax base collapses, and inevitably, the currency / economy. According to our guest, no market is free due to manipulation and easy debt. For instance, stock P/E's are high on a historical basis, primarily due to Fed based excess liquidity.

 

 

NUGGET ARCHIVES: 2016b 2016a 2015c 2015b 2015a 2014 2007-2013

 

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