Gold Note No. 35

By Jim RickardsPosted May 18, 2022

Gold prices have taken a retreat in the past two months despite bad economic new, as happy talk from economists gave markets less uncertainty about key factors that drive the gold price. Is there anything that will drive the price of gold higher in the months ahead? Jim discusses in his latest gold note.

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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. 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. 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. 37

By Jim RickardsPosted June 15, 2022

When other forms of money have high real yields, gold struggles except to the extent it is held as a precautionary or safe haven asset. But when other forms of money have deeply negative real yields (as is the case today), gold is more attractive to investors. And gold can perform even better when the safe-haven aspect is contemporaneous with a high-inflation period that results in negative real yields. As we wait for the Fed decision today on rate hikes, Jim discusses a scenario in his latest gold note where gold prices can shine in this volatile environment.

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. 31

By Jim RickardsPosted March 17, 2022

Gold benefits from safe-harbor demand in times of distress and uncertainty. That’s why prices are rallying due to catalysts like the war in Ukraine, high inflation and supply chain problems threatening global economic growth. With this as the investment backdrop, making large profits in gold gets easier by the day. Jim explains why in today’s gold note.

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.