Gold Note No. 14

By Jim RickardsPosted June 18, 2021

Bonds and gold are much better indicators than the stock market in forecasting where the economy is going and the signals are clear. The economy is slowing, labor markets are weak, disinflation and even deflation are on the horizon, rates are going down and gold has a great entry point. Reality is catching up with the narrative of higher inflation. This is your chance to stay ahead of a changing narrative by buying gold.

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, 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...

View More By Jim Rickards

Gold Note No. 17

By Jim RickardsPosted July 28, 2021

The greatest leading indicator of high volatility is low volatility. Unless a true equilibrium exists, there's no reason the current dollar/gold cross-rate should be stable. In today’s gold note, Jim gives insight on why this equilibrium is about to be broken and the balance of forces favors 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.

Gold Note No. 18

By Jim RickardsPosted August 20, 2021

One should not be discouraged by the recent two drawdowns in gold prices. Instead, one should be encouraged by gold’s resilience as it has rebounded each time. Meanwhile the forces that will take gold higher including an emerging liquidity crisis, slowing GDP growth and falling interest rates are positioning gold and Treasury notes as the go-to assets in what could be a financial panic in the months ahead.

Gold Note No. 16

By Jim RickardsPosted July 6, 2021

Gold price have declined recently even with 10-year note yields declining as well. As rates continue to fall in the weeks ahead, the dollar will weaken and the dollar price of gold will recover. Gold will regain its attraction as a safe-haven asset in the face of multi-trillion-dollar fiscal deficits and multi-trillion-dollar money printing binges. Upward momentum feeds on itself in the same way as downward momentum.

The Necessity For Fed Easing Is Good For Gold

By Dan AmossPosted June 25, 2021

With massive spending continuing in Washington, federal deficits will remain extremely high. In order to fund these deficits at rates that the government (and the broader financial system) can afford, continued Fed QE will be seen to be necessary. As a result, the U.S. dollar cannot be relied upon as a store of value. And when the dollar ceases to be a store of value, gold becomes the ultimate store of value.

Gold Note No. 22

By Jim RickardsPosted October 15, 2021

Gold is still stuck in a narrow trading range and it’s getting even narrower. Even as stocks have appeared shaky and bonds have suffered losses due to rising interest rates, gold has not been a go-to asset. But, those most knowledgeable about money tell a different story. Although retail and institutional interest in gold is weak, central banks are buying all the gold they can find.