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.

You Must Be A Subscriber To View This Content.

If you are already a subscriber, click the login button below to get access. Not yet a subscriber? Checkout our publication below and get access today!

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)...

View More By Jim Rickards

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. 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. 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. 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.

Gold Note No. 1

By Jim RickardsPosted November 12, 2020

In Jim’s first gold note, he discusses the state of gold in today’s environment and why understanding what has been going on with gold prices is the key to forecasting where prices go from here. The overall trend is higher, but volatility will be with us for the foreseeable future. That can be an attractive opportunity for investors if you buy during the drawdowns and ride the upswings for profits. Jim discusses the three pillars of his forecast and why now is a great opportunity to buy gold.

Gold Note No. 13

By Jim RickardsPosted June 4, 2021

As the gold price increases, you’ll get more gold for your money at the outset and high percentage returns as it rallies from a lower base. Toward the end of the long march to $15,000 per ounce, you’ll have bigger dollar gains because you started with more gold. In today’s gold note, Jim gives insight on the models used to calculate his gold price forecast and why now is the time to get your bullion.