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.

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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. 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. 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. 15

By Jim RickardsPosted June 22, 2021

Gold tanked after the Fed announced that interest rate hikes may occur earlier than expected on inflation fears. Markets reacted badly to this and brought gold prices down with it. In today’s gold note, Jim gives insight on why inflationary consumer price increases are not sustainable and reveals the outlook for gold prices in the coming weeks.

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. 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. 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.