A2A with Simon Mikhailovich of Tocqueville Bullion Reserve

72

Earlier today, we were able to visit with a new guest for our webinar series, Simon Mikhailovich of Tocqueville Bullion Reserve. Simon was full of terrific information and insights so I strongly encourage you to carve out some time to give this a listen.

Among the topics covered over the course of this 45-minute discussion:

  • What might be the global impact of President Trump's new tariff plan?
  • What lies ahead in 2018 for global interest rates and the US dollar?
  • Might global central banks move one day to officially revalue gold significantly higher?
  • How does the global gold supply/demand equation look at present?
  • And a whole lot more!

Again, there's a bunch information packed into this audio so please be sure to give it a thorough listen. Thanks again to Simon for spending time with us and we look forward to visiting with him again sometime soon.

TF

  72 Comments

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lakedweller2
Mar 9, 2018 - 8:48am

10 Yr

Moved over 2.9%

Docdhj
Mar 9, 2018 - 8:47am

Garbage In : Garbage Out

So we have another garbage in: garbage out Fake" data" day.... Maria Bartiromo.... "This is huge.... this is a blow out number " Oh .... ok.... so expected jobs gains were 205,000..... fake number reported..... gain of 313,000...... one little problem..... 125,000 of those jobs "added" were due to the bogus birth/death model not including other seasonal adjustment additions.

prior to the data dump it was ALL going to be about wage growth.... "it will be 2.9 % gain just like last month"..... sorry... number came in at 2.6%...... so now we will see the market initially rise by 150 points to feed the Fake "data" and of course gold and silver will get throttled. Happy first Friday of the month Ground Hog day !

Dave

lakedweller2
Mar 9, 2018 - 8:47am

20Yr

Moved over 2.9%

lakedweller2
Mar 9, 2018 - 8:46am

Average Work Week

34.5 hours. Takes 30 hours to get benefits. Sounds mostly part time labor.

Businesses taking tax savings toward stock buy backs, dividends and capital expenditure.

fluxplus
Mar 9, 2018 - 8:44am

Haha

Strong COT but banks are stronger. Nothing can stop these guys. Only physical demand and shortage.

lakedweller2
Mar 9, 2018 - 8:39am

USD/JPY

45 degree march all night. Bogus +313,000.

Labor participation rate 63%. ??

Markedtofuture
Mar 9, 2018 - 8:30am

Mt. Gox Trustee's Bitcoin Rigging Operation EXPOSED!! (Bix Weir)

There is something much bigger behind the manipulation in the price of Bitcoin...something BIG is on the way!

https://www.youtube.com/watch?v=qqdCVle7zD4&

@Goldfinger Mt. Gox trustee has liquidated 40,000 BTC so far and each time there has been a wallet transfer into the trading account #Bitcoin has fallen soon thereafter: https://cdn.ceo.ca/1da51j1-Mt._Gox_Bitcoin_sales.png+ Market clearly bracing for further liquidations and nobody wants to step in until the big seller is done.

lakedweller2
Mar 9, 2018 - 8:26am

LBMA Delayed Price Setting

That just doesn't sound like it is being set in a market, but by a few bankers behind closed doors. Markets are bid/ask at the time the market is open, between buyers and sellers of physical.

Orange
Mar 9, 2018 - 7:33am
HugoBoss
Mar 9, 2018 - 6:12am

A2A

Morning Turd,

Excellent interview. For a long time I've been thinking 'we really need an insider' to comment on the precious metals, as we've been very fortunate to have so many informed and educated external commentators on A2A. My take is Simon Mikhailovich maybe as close as we get to a gold 'insider', so please may I say thank you for taping and broadcasting this interview for our benefit.

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