Silver Coin Investor Mini Blog

Jul 30, 2014

The Cleanest Dirty Shirt

All modern currencies are fiat. The numeraire of the moment floats in a cesspool of policy designed for management and intervention.

Continue reading "The Cleanest Dirty Shirt "

Jul 27, 2014

Why We Should Fear the REPO

The REPO market is the transmission mechanism that drives liquidity. It is breaking down beneath the surface.

Continue reading "Why We Should Fear the REPO"

Jul 24, 2014

The Bond Markets, Black Swans, and the Tiny Spirit of Santo

When The Bank Espirito Santo catches a cold, watch the world sneeze.

Continue reading "The Bond Markets, Black Swans, and the Tiny Spirit of Santo"

Jul 20, 2014

Guilded Wealth Interviews Dr. Jeff Lewis

Dr. Jeff Radio interview with Guilded Wealth

Continue reading "Guilded Wealth Interviews Dr. Jeff Lewis"

Jul 19, 2014

Silver Before it’s Too Late

If silver prices were to suddenly move back toward natural price equilibrium, there would naturally (not always the best thing) be a rush to get on board.

Continue reading "Silver Before it’s Too Late"

Jul 19, 2014

Central Banks and The Dollar Hitting the BRICS

Parallel phenomena are trickling their way up from the darkness in monetary sentiment.

Continue reading "Central Banks and The Dollar Hitting the BRICS"

Jul 11, 2014

The Perfect Crime and the Plight of the Modern Silverite

Silver is not just any old commodity. It is old money. Despite massive efforts and price fixing, clipping and manipulation, it has remained central to monetary and

Continue reading "The Perfect Crime and the Plight of the Modern Silverite"

Jul 10, 2014

Silver in the Aftermath of Fragility

Despite the persistence of the recovery meme, financial markets are more fragile to risk than ever before.

Continue reading "Silver in the Aftermath of Fragility"

Jul 03, 2014

Threading the Needle of Price Discovery

Price discovery in all commodities is an electronic paper affair. While the macro-economy and the geopolitical provide a distant framework, they do not wield

Continue reading "Threading the Needle of Price Discovery"

Jun 27, 2014

Trading the Ratios and Swapping Gold for Silver

Primary gold investors versus silver investors are not exactly alike.

Continue reading "Trading the Ratios and Swapping Gold for Silver"

Jun 19, 2014

The Precious Return of Investment

The financial powers, in the name of government treasuries (along with the IMF) have a keen eye trained on the lowest hanging fruits of monetary assets. What was once unthinkable is fast becoming...

Continue reading "The Precious Return of Investment"

Jun 13, 2014

The Great Myth of Money Velocity

The missing variable in the great monetary equation is money velocity. We hear it over and over again, "There is no money velocity." And therefore, inflation cannot be a problem and is not.

Continue reading "The Great Myth of Money Velocity"

Jun 05, 2014

Possession is Nine-Tenths of the Law

If you don't hold it, you don't own it. This should be the soothing mantra for all long term precious metals holders.

Continue reading "Possession is Nine-Tenths of the Law"

Jun 04, 2014

The Elephant Wearing a Silver Necklace

The real elephant in the room for silver demand may be the oldest form of silver - the demand for silver jewelry.

Continue reading "The Elephant Wearing a Silver Necklace"

May 23, 2014

All Along the Silver Demonetization Watchtower

The particularly ruthless destruction of wealth that disproportionately have an effect on the poor and elderly is a process that slowly, then all at once, destroys the middle class...

Continue reading "All Along the Silver Demonetization Watchtower"

comments powered by Disqus
comments powered by Disqus