Commentary About Gold Silver Bullion Offshore Storage | SWP Cayman

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For the Following Author: Jeff Clark

Sep 28, 2022

I attended the Precious Metals Summit in Beaver Creek, Colorado last week. This is where the big boys and girls go—fund managers, institutional investors, bank analysts, top geologists, and CEOs of hundreds of mining companies (not just their investor relations people). It’s not your normal investment conference. There are presentations from companies and industry leaders, but it’s mostly one-on-one meetings with companies. I actually had to apply and be interviewed before I was accepted to attend. This is not really designed for the retail investor. But it was very productive, as I got to rub elbows with some of the more well-known and successful people in the industry (and some not so successful). It was also in a beautiful setting, an outdoor playground for skiers and hikers.

Aug 8, 2022

Convinced a recession is here? Worried the stock market isn’t done crashing? It’s a distinct possibility things could get worse. Which raises a natural question: how does gold—and all precious metals for that matter—perform during these events? If we use history as a guide, there’s a clear tendency with all of them…

Jul 21, 2022

It was a rout. Other than oil and some commodities, virtually nothing was left unscathed last quarter. Our ITV report examines the performance of gold and other major asset classes during the second quarter of 2022, plus YTD. We also look at the conditions that could impact precious metals in the second half of the year.

Jun 3, 2022

I know silver investors are discouraged. The price action doesn’t reflect what we think it should, particularly when inflation’s been spiking. There are valid reasons for the lag in price—a soaring US dollar, a perceived drop in industrial demand from recession or stagflation fears, a crashing stock market forcing investors to liquidate other holdings—but those don’t make us feel any better. I think one of Mike Maloney’s strengths is that he views trends through the lens of history. As he’s said many times, the further you look in the past, the further you can see into the future. I decided to employ that strategy with the gold/silver ratio, to examine how silver has performed during its biggest declines over the past 50 years, to give us some insight into what it might do in the next decline. As any silver investor knows, a drop in the ratio means silver is outperforming gold—I wanted to see just how much. I found the results of this research interesting. See what you think…

May 16, 2022

You’ve likely heard about the idea of a social credit score, where citizens could be graded on how environmentally or socially responsible they are. You recycle? Score one. You don’t recycle, minus one. You drive an electric vehicle? Score ten. You drive a carbon-spewing SUV, minus ten. We can debate how effective something like this would be, and the scary ways it could be abused by the government, but in my view there’s a more important scoring system that should be implemented. It has direct bearing on your financial future…

Apr 18, 2022

Silver and gold were up in Q1, and stock indexes were down, so their ratio to one another saw a big shift, right? No! The change is barely discernible. In fact, in the big picture, silver and gold remain near all-time lows relative to the stock market.

Apr 12, 2022

The headlines were big in Q1, all of which pushed precious metals higher. Our quarterly ITV report examines the performance of precious metals vs. other major asset classes during the first quarter of 2022, along with a watchlist of conditions that could propel them higher.

Apr 5, 2022

The topic of de-dollarization has taken on new life, a result of major geopolitical conflicts around the world. And the ultimate act of de-dollarization would be a non-US country initiating a gold standard. Russia grabs a lot of headlines right now, but the leading candidate for realistically instituting a gold standard is China. Would China really do that? And do they have enough gold Reserves anyway? The USA (and West) hold immense control over global trade, and one advantage of that is its ability to fund a massive military using the dollar. China wants to exert more power in the world and has global ambitions of its own, and to achieve them it needs to dethrone the dollar. It has been taking a number of steps recently to do just that—and you may be surprised to learn that gold is playing a role in it. How much of a role and what could it do to the gold price? To answer those questions we first have to talk about China’s motivations to leave the dollar system…

Mar 7, 2022

The Russian attack on Ukraine has grabbed the headlines and pushed gold higher, but perhaps a longer-term catalyst for gold is rising interest rates. Yes, rising rates. That may sound counterintuitive since gold pays no interest, but to the surprise of many investors, a period of higher interest rates has historically been positive for gold.

Mar 2, 2022

There’s been a lot of “noise” in the financial markets for a while now. From geopolitical conflicts and currency censorship, to unrelenting inflation and slumping stock markets, our psyche’s have been bombarded. There’s been lots of noise in the gold and silver markets, too. Plenty of bull and bear proclamations, and more recently some misunderstandings about what gold does during periods of rising interest rates (it tends to rise). How does one navigate through all this noise to come to any sensible conclusion about the state of gold and silver and where they might be headed? We know the fundamental case from Mike Maloney, but when it comes specifically to prices, one way to do that is to focus on the trend. Here’s a perspective on their trends you may not have seen elsewhere…

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