High Debt + Deadly Virus + Bank Stocks
Pop Quiz: What happens to banks when customers have High Debt + Deadly Virus XLF is the index of the banking sector in the US PS. How many of…
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2020-03-21
If the paper gold price continues to fall there will be widespread shortages of gold
The disconnect between the physical gold and paper gold market continues to get worse. If it does not correct there will be widespread shortages of gold. The crisis is creating…
2020-03-18
Massive demand for physical gold and silver, dealers apologise for service delays
The crisis continues to produce massive demand for physical metals. In order to meet demand several dealers have implemented a minimum order size before they will serve customers. Bullion dealers…
2020-03-16
What is the Gold price prediction in a worst case Market Crash scenario?
What is the gold price prediction in a monetary reset (our theorised Covid19 worst case scenario)? i.e. in the event that there are mass lay offs, bankruptcies, insolvencies and unrecoverable…
2020-03-16
What is the worst case scenario for Covid-19?
In Business Continuity Planning organisations plan for worst case scenarios. The worst case scenario for this is worst than you think. It is a scenario which monetary historians and macro…
2020-03-16
What is a central banker’s wet dream? What is a central banker’s worst nightmare?
What is a central banker's wet dream? 2% inflation. What is a central banker's worst nightmare? Runaway inflation. Years of interest rate cutting and money printing could not jack up…
2020-03-15
Has Silver hit a floor?
Has Silver hit the floor? Yesterday I said the Silver options market was hinting at it. Now it seems the futures markets are also hinting at it (refer to 2…
2020-03-10
Gold senior miners ETF (GDX) is trying to decide what to do next
The senior gold miners GDX ETF is trying to decide what to do next. Either there is a flight to safety to gold even away from gold miners, or traders…
2020-03-09
Oil market crash – how does it impact Malaysia
Some people don't understand how this impacts the Malaysian currency. Let me break it down for you. About 15% of Malaysian GDP is directly sourced from Petroleum. 50% of Malaysian…
2020-03-09
