Argentus' Golden Quarter

Sentiment Naturally Changes With Each Skirmish, As The Financial War Proceeds

As every bear market passes certain milestones, or landmarks, defining its phases, we should expect to see sentiment alter, indeed change in certain ways to confirm that the bear is still moving on its discerned course towards the next big price swing's birth.

- Argentus Maximus

Do Gold Mining Stock Prices Follow Cycles?

Argentus Maximus writes: Newmont is due to make a cycle low between 2015 and 2017. It might have already done so, but if it hasn't, there might be a buying opportunity during the latter part of this year, say the coming 12-18 months. Do your own due diligence!

On the Nature of Cash, Bonds, Digital Cash, and the Derivative Market

What factor(s) specifically give(s) a Federal Reserve Dollar Note it's value? A Pound Sterling coin it's value? A five Euro note? A T-Bond or Bund? How about a Venezuelan Bolivar? 

What gives a currency longevity overcoming the attacks from external powers? Power? Faith? Reputation? The alternatives currently available, or lack of alternatives possibly? And when a new alternative becomes available, from where does it truly get it's value? From where does it derive it's value ..... ?

Perspective and Scale are The Hardest Things In A Short Term Market Environment

How many lows does it take to end a four years minimum bear? How much separation does a secondary low, before or after the main low, have to nave to qualify as a bottoming consolidation? There are no fixed answers, just experience, some reluctance to follow false storytellers, and musing upon the facts as they appear at the time. Here are Argentus Maximus's weekend thoughts.

Cycles, Mindsets, Where Some Mindsets Come From, Reaction to Shock

Ever hear the phrase "disaster capitalism". Not yet? 

In that case, read on ....

Does "600" Plus or Minus Matter When We're Talking Tonnes of Gold?

The Global Gold Supply Data Saga flies back into our radar in it's latest newest iteration.

This time it's only 600 tonnes of gold that is "coming and going". Only 24 billion bucks of vagueness ......

A2A with Pining For the Fjords and Argentus Maximus

Two of TFMetalsreport's independent contributors got together today and had a 3/4 hour conversation about markets, the times we live in, questions from many Turdites and a few things more. They recorded their conversation for this week's A2A podcast.

Would You Recognize a Slow Motion Collapse If One Was Right In Front of You?

The human eye, and intellect, senses motion with great acuity. Predators sneak in slowly at first and then when within striking distance they rush the last part. Events can work in a similar way. If something like an economic event moves slow enough it's approach may become invisible, except by periodic comparison with the stationary background. At the end comes the rush. So comparisons with events that crept up on other people unnoticed are a worthwhile exercise for the prepared.

I give you the fiat currencies of Venezuela and the US. Nothing in common? OK so. Move on then - there's nothing to see here.

The Golden Bear of 2011 (continued)

Two and a quarter years ago Argentus Maximus wrote a gold forecast in his Blog. Here is the look back at how it worked out.

The LBMA, Thomson/Reuters GFMS, and The 2000 Tonnes of Gold that Just Appeared in 2013

A comparison by Ronan Manly at BullionStar between an LBMA report  pdf file and the earlier saved version of the same named file suggests that 2000 tonnes of gold in 2013 was shall we say "redefined" by way of explanation as to where it may have originated?

Taxpayers and gold ETF stockholders might like to have an audit of their central bank vaults and/or ETF vaults completed ASAP, as well as of their accounting books relating to gold transactions during 2013, just to be absolutely sure everything is present and correct and nothing fishy was going on. Simple reassurance will surely be issued, but audits seem appropriate given the amounts of capital involved.

Syndicate contentRSS - Argentus' Golden Quarter