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, Project Prophesy, Crash Speculator, and Gold Speculator. He is an American lawyer, economist, and investment banker with 40 years of experience working in capital markets on Wall Street. He was the principal negotiator of the rescue of Long-Term Capital Management L.P. (LTCM)...

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Gold Note No. 4

By Jim RickardsPosted January 4, 2021

In Jim’s first gold note of the new year, he reviews gold’s performance during the past year and how it compared to other asset classes. Looking forward, he discusses the reasons both gold and silver will post strong gains in 2021 and why right now could be the best entry point of the year for both precious metals.

Gold Note No. 8

By Jim RickardsPosted March 5, 2021

The recent drop in gold prices is attributed to expectations of inflation due to more deficit spending. Higher interest rates are anticipating inflation, but the inflation is a mirage The worst situation for gold is the one we have now where rates are going up, but there's no actual inflation. If inflation does not appear, then rates will come back down and gold will rally. But, if there is inflation, gold will go up because it always does in inflation. Gold wins either way.

Gold Note No. 5

By Jim RickardsPosted January 21, 2021

Gold is priced and sold in many currencies other than the U.S. dollar. Foreign exchange and interest rate markets are among the most efficient in the world, much more efficient than stock markets. In today’s gold note, Jim gives insight on how exchange rates, interest rates and gold prices are connected.

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. 3

By Jim RickardsPosted December 14, 2020

In Jim’s final gold note of the year, he discusses the reasons for the recent rally in gold prices and why stress in the paper gold markets is one more reason why demand for physical gold will remain strong. This higher demand reconciled with stagnant supply will result in a higher gold price as we move into 2021.

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.