Inflation

Willem Middlekoop is convinced that in a restructured financial system, gold must and will have a place again. Central bankers are also aware of the imbalances in the current system and are already looking for a new "anchor" that will one day replace the US dollar. The market veteran thinks that...

While silver is not immune to a final attack before the big hike, the conditions seem right for a take-off before the end of the month. This is all the more true, when we look at the crazy surge of aluminium (X2), sheet steel (X4), coal (X4) and commodities, which are experiencing a very violent...

Although they are heavily promoted, equities are hardly superior to gold even over long periods of time; in fact, gold has been superior over the last 20 years. Greater differences emerge when trading cycles, where the ratios shift. The current cycle speaks to large equity losses ahead as dividen...

Central banks are stuck and condemned to see the value of their currencies deteriorate, hoping that inflation will be "temporary". So this situation will continue and get stronger, maybe one day we will reach the -10% real interest rate, as in my fiction (i.e. a division by two of the value of sa...

In this irrational environment, it is entirely natural to see more and more investors seeking to protect their savings by means of investments such as physical gold, which is regaining a certain appeal in this climate of a headlong forward dash by the central banks.

Veteran investor Mark Mobius said investors should have 10% of a portfolio in gold as currencies will be devalued following the unprecedented stimulus rolled out to fight the coronavirus pandemic.

The inflation is spreading. Is it this new risk associated with inflation that has prompted the unusual demand for physical gold in recent weeks? Gold is being seen here as a refuge from an out-of-control event linked to the new risks engendered by this inflation.

In today's interview about the commodities supercycle, Marc Friedrich talks with Ole Hansen, Head of Commodity Strategy at Saxo Bank, about a wide range of topics such as inflation, deflation, price targets for precious metals and the one asset of the commodity sector, where Hansen currently sees...

Gold and silver are yet to benefit from the rise in the prices of the other assets; they are thought of as a currency, and not as commodities. These low prices are a bargain.

Moral and ethical values are gone and crime is rampant. This is not new in history and regularly happens at the end of major eras or cycles. This happened for example at the end of the Roman Empire as Rome disintegrated economically and morally. Decadence was rampant then as it is today. So were...