Industry Commentary

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For the Following Author: Jeff Clark, Senior Analyst,

Jan 19, 2021

Whether you’re happy about it or not, Joe Biden will take the presidential oath of office on Wednesday, January 20. But while it’s the official induction of a new president, the real inauguration will be for one of our favorite metals, the one that is the most versatile and vital for the world we live in today: silver. That’s because President Biden’s policies will be a boon for demand—both industrial and monetary. Here’s a look at what is in store for silver, which is likely to start the day he takes the oath…

Dec 18, 2020

I’ve put together a few simple strategies to employ in 2021. And sooner rather than later. One reason is because when we get to next December, I don’t want to have any regrets (which I’ve sometimes had in the past, as you’ll see). The day of financial and monetary reckoning is getting nearer, and I want to fully capitalize on what I think is coming. A few simple steps will help me do that. I share in case they’re useful to you, too. Here are three specific investment strategies I plan to use in the new year…

Dec 9, 2020

Yes, gold and silver prices temporarily suffered in the 2008 meltdown too, but that was largely a liquidity event… because so many investors were long stocks, they were forced to liquidate some gold holdings to cover their positions. Gold reversed literally the month after the market meltdown as investors rushed to safe havens. Stocks took a lot longer, and many bonds stopped paying dividends along with the crash in their prices. The bottom line is that gold has outperformed stocks and bonds over the past 15 years. Actually longer than that, as empirical research demonstrates. But what about going forward? Is gold and silver still a large portion of my portfolio?

Nov 23, 2020

A vaccine for Covid-19 is on the way, so gold investors should probably pack it in, right? After all, a valid and distributable vaccine will likely create euphoria, and push the stock market up and gold down. The economy will recover, maybe even roar, and with it fear of the pandemic will disappear and leave little need to own gold and silver. At least that’s the consensus view among many mainstream outlets. We know this because the kneejerk reaction to Pfizer’s vaccine announcement on November 9 caused the Dow to soar 3% and gold to fall 4%, with silver crashing 6.2%. But does that signal the end of the need for gold and silver? Are those mainstream analysts right, that it’s time to sell since a vaccine is coming?

Nov 12, 2020

There’s been lots of talk about the possibility of price inflation in response to the surge in monetary and fiscal stimulus. It’s an important consideration for us bullion investors, as one of the biggest catalysts for gold and silver is the onset of higher consumer prices. And you gotta own your inflation protection before it sets in.

Oct 23, 2020

Cantankerous, divisive, even violent—choose your adjective, but the upcoming US election is on a level we haven’t seen in a long time. Even on my own street there are strong feelings on both sides, and a third side that is simply trying to stay out of the line of fire. Who wins? Well, believe it or not, I already know the answer to that…

Oct 14, 2020

This quarter’s ITV report begins with an examination of gold’s performance during the third quarter of 2020, along with its year-to-date performance vs. other assets. I’ll also highlight the potential catalysts that seem to grow stronger and stronger. As you’ll see, Q3 was one for the record books, and yet the risks surrounding us point to more records ahead…

Sep 22, 2020

If you’re anything like me, reading about how much the Fed and other central bankers are grossly diluting their currency baffles you, angers you, and maybe even offends you. It’s maddening—and yet that’s the world we live in at this point in history. But there is a way to protect ourselves. In fact, it is imperative in my opinion that one implement this solution. I don’t like saying I can prove it, but the evidence here is very clear. See what you think…

Sep 15, 2020

It’s no secret that one of the Nasdaq’s best performing stocks this year has been Tesla. Its meteoric rise, until recently, flashed dollar signs in the dreams of its investors. Given silver’s historical volatility, a question dawned on me: could silver log a similar runaway price advance in the not-too-distant future?

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