Gold Speculator Portfolio Update

Right now the market is fully priced for a Fed rate hike in December. Jim’s forecast is that there will be no rate hike in December because disinflation evident in the data will not turn around quickly. When the market reprices to reflect this "no rate hike" scenario, probably in late November, you can look for rallies in gold, gold miners, Treasury notes and the euro as recent dollar strength goes into reverse on the no-rate-hike news. For now, here are our latest thoughts on our open positions.

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Jim Rickards’ Gold Speculator with Byron King

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Byron King

A Harvard-trained geologist and former aide to the United States Chief of Naval Operations, Byron King is our resident gold and mining expert, and we are proud to have him on board as the editor of Rickards’ Gold Speculator and a contributor to Rickards’ Strategic Intelligence.

This “old rock hound” uses his expertise and connections...

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