Getting Ready for Gold’s Golden Era

Published by Matthew Piepenburg | Mar 15, 2021 | 10021

Worried about gold sentiment? Don’t be. The mainstream view of gold right now is an open yawn, and sentiment indicators for this precious metal are now at 3-year lows despite the gold highs of last August. Is this cause for genuine concern? Not at all.

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Rigged to Fail - From Musk to Powell

Published by Matthew Piepenburg | Mar 12, 2021 | 5362

As Inflation rates outpace repressed yields, negative real rates increase in speed as will the price rise in gold currently feeling the pinch of temporarily higher real yields. Informed investors should therefore see the current calm in gold pricing as the time to buy gold rather than wait for price...

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Sentiment in Gold at a Lower Level

Published by Laurent Maurel | Mar 9, 2021 | 14672

At present, gold in any case is continuing its correction in this context of rising interest rates. Disengagement on gold ETFS funds continued last week after a record 12 consecutive days of decrease. The last liquidation of these ETFS that was so intense goes back to the correction of December 2016...

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The Fed’s Most Convenient Lie: A CPI Charade

Published by Matthew Piepenburg | Mar 8, 2021 | 4782

“Reset” or no “reset,” currencies will continue their slow death spiral, and gold, always patient, always REAL rather than virtual, will continue its rise above the semantic dust and financial rubble of a broken banking system and failed monetary experiment driven by delusion, myth and alas, blatant...

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Gold And Basel III: What To Consider

Published by Goldbroker ™ | Mar 8, 2021 | 20086

More gold is traded daily in London than is produced through mining in a year. It is estimated that nearly 95% of that gold traded daily in London is unallocated paper gold. Similar figures exist in the COMEX in New York, and around 1% ever insisting on delivery. We can easily deduce from these figu...

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Why the Gold Price Is Declining

Published by Jan Nieuwenhuijs | Mar 5, 2021 | 20752

Since March 2020, inflation expectations have been rising and so did the price of gold. But, from March until September the nominal 10-year Treasury rate barely moved (around 0.6%), after which it began to rise. Since October 2020 the 10-year Treasury rate is rising in a fashion that makes the TIPS...

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A Golden Indicator Worth Knowing

Published by Egon Von Greyerz | Feb 26, 2021 | 4648

Egon von Greyerz and Matthew Piepenburg discuss the critical relationship between rising gold prices and negative real (inflation-adjusted) yields. Throughout the 20th century, whenever the rate of CPI inflation grossly outpaced Treasury yields, gold’s price saw dramatic climbs.

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