Gold Note No. 9

By Jim RickardsPosted April 1, 2021

What you pay for gold is not the stated price of gold. All transactions have commissions, fees, mark-ups, bid/offer spreads or some kind of transaction costs. Adding in price disparities, physical shortages and delivery delays shows the disparity between the perceived COMEX price of gold and the actual physical delivery price. When perception and reality diverge, reality always wins.

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Jim Rickards’ Gold Speculator with Dan Amoss

Jim Rickards

James G. Rickards is the editor of Strategic Intelligence, Crash Speculator, Gold Speculator and Tactical Currency Profits. An Ex-CIA insider, he is also an American lawyer, economist, government advisor and investment banker with 40 years of experience working in capital markets on Wall Street. He was the principal negotiator of the...

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Gold Note No. 2

By Jim RickardsPosted December 2, 2020

In Jim’s second gold note, he discusses factors that have caused a decline in gold prices recently and why gold is now poised to break out and resume its push to $2,000 per ounce and higher. Headwinds are about to turn into tailwinds as the economy slows, rates fall, political uncertainty grows and momentum swings to the upside. Savvy investors will buy gold at today’s lower prices and benefit from this momentum.

Gold Note No. 7

By Jim RickardsPosted February 19, 2021

The scarcity of physical bullion relative to paper gold and silver contracts will emerge with a vengeance in a buying panic resulting from any number of catalysts including war, a new pandemic, a stock market crash, bank failures or social disorder. The paper holders will try to convert to physical and find that it's too late. The vaults will be empty. Buy your gold now. The buying panic is just a matter of time.

Gold Note No. 19

By Jim RickardsPosted September 1, 2021

The Central Bank of Russia has almost quadrupled Russia's gold reserves over the past twelve years. Turkey and China are consistently large gold buyers as well. This shows that gold is considered an important form of money by the most powerful nations in the world. If gold is good enough for the U.S., Russia, China and Japan, it's good enough for your portfolio also. With favorable prices, the time to build your target allocation is now.

Gold Note No. 11

By Jim RickardsPosted April 30, 2021

No one plays the gold market better than the Central Bank of Russia. The allocation within its reserve position shows a near-perfectly hedged portfolio and its gold reserves gives a win to Russia whether the dollar devalues or not. Buying gold now at an attractive entry point will give you the same type of hedge that Russia enjoys now.

Gold Note No. 20

By Jim RickardsPosted September 16, 2021

Gold prices have been trading in a range for the past year. Even with exceptional volatility, it has also showed exceptional resilience. This should give investors comfort in avoiding much downside while waiting for the upside. With a coming liquidity crisis in the Eurodollar market and Chinese real estate, investors will soon be running for gold.

Gold Note No. 12

By Jim RickardsPosted May 21, 2021

We have been stuck in a rut where inflation expectations are driving rates higher but no sustained inflation has appeared. That’s a tough environment for gold. Still, gold has held its own. Downside is limited because of residual inflation fears, but upside is huge because gold prices have been moving inversely to interest rates and a plunge in rates is likely to occur. When it comes to investing, that’s as good as it gets.