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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sam020
Mar 8, 2018 - 11:31pm

Why do you have sun glasses on?

Turd

In the picture why do you have dark sun glasses on?

billhilly
Mar 8, 2018 - 11:28pm

from ZH...

  • Friday, March 9
  • 08:30 AM Nonfarm payroll employment, February (GS +210k, consensus +205k, last +200k); Private payroll employment, February (GS +200k, consensus +195k, last +196k); Average hourly earnings (mom), February (GS +0.3%, consensus +0.3%, last +0.3%); Average hourly earnings (yoy), February (GS +2.8%, consensus +2.8%, last +2.9%); Unemployment rate, February (GS 4.0%, consensus 4.0%, last 4.1%): We estimate nonfarm payrolls rose 210k in February, compared to a consensus forecast of +205k. Our forecast reflects warmer weather and unseasonably light snow in the month of February. Following a fourth 4.1% reading in a row, we estimate the unemployment rate edged lower to 4.0% in February as the underlying job growth trend likely remained strong; labor market perceptions improved, and initial claims continued to decline. For average hourly earnings, we estimate a +0.3% month-over-month gain (with risks tilted to the downside) and +2.8% from a year ago, reflecting favorable calendar effects.
  • 10:00 AM Wholesale inventories, January final (consensus +0.7%, last +0.7%)
  • 12:45 PM Chicago Fed President Evans (FOMC non-voter) speaks: Chicago Federal Reserve President Evans will give a speech on economic conditions and monetary policy at an event titled “The Fed’s Return to Normalcy” at the Manhattan Institute in New York.
boomer sooner
Mar 8, 2018 - 11:22pm

Silver

Silver has been too stable, $16-16.50, for too long. The swings in this area are becoming boring. Unless the chart makers are making coin here, I feel (my SJW coming out) that a bust up and through $17 is in the cards. But, everytime I get this feeling, a kick in nads happens.

Party hat or cup?

Markedtofuture
Mar 8, 2018 - 11:06pm
lakedweller2
Mar 8, 2018 - 11:01pm

Sounds to Me

That since China shipped some gold to the LBMA, we have the new not free paper market scam.

TF
Mar 8, 2018 - 10:56pm

And ponder this...

This absolutely crazy and unprecedented move by the LBMA goes live six days after the expected launch of the CNY-crude. Related?

Ben Stackin
Mar 8, 2018 - 10:47pm
lakedweller2
Mar 8, 2018 - 10:36pm

They Want It All

Suppress the price until everyone but banks give up.

Mar 8, 2018 - 10:14pm
Mar 8, 2018 - 9:59pm

This is unbelievable

This link was already posted but it demands your attention!

In the 21st century, only one global institution has managed to go backward and make themselves even MORE opaque and above-the-law. The Criminal LBMA.

https://www.zerohedge.com/news/2018-03-08/lbma-alchemy-and-london-gold-a...

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Key Economic Events Week of 8/3

8/3 9:45 ET Markit Manu PMI July
8/3 10:00 ET ISM Manu PMI July
8/3 10:00 ET Construction Spending
8/4 10:00 ET Factory Orders
8/5 8:15 ET ADP employment July
8/5 9:45 ET Markit Service PMI
8/5 10:00 ET ISM Service PMI
8/6 8:30 ET Initial jobless claims
8/7 8:30 ET BLSBS for July
8/7 10:00 ET Wholesale Inventories

Key Economic Events Week of 7/27

7/27 8:30 ET Durable Goods
7/28 9:00 ET Case-Shiller home prices
7/29 8:30 ET Advance trade in goods
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7/21 8:30 ET Chicago Fed
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Key Economic Events Week of 7/13

7/13 11:30 ET Goon Williams speech
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7/15 9:15 ET Cap Ute and Ind Prod
7/16 8:30 ET Retail Sales and Philly Fed
7/16 11:00 ET Goon Williams again
7/17 8:30 ET Housing Starts and Permits

Key Economic Events Week of 7/6

7/6 9:45 ET Markit Service PMI
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7/7 10:00 ET Job openings
7/9 8:30 ET Initial jobless claims
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7/10 8:30 ET PPI for June

Key Economic Events Week of 6/29

6/30 9:00 ET Case-Shiller home prices
6/30 9:45 ET Chicago PMI
6/30 10:00 ET Consumer Confidence
6/30 12:30 ET CGP and SSHW to Capitol Hill
7/1 8:15 ET ADP Employment
7/1 9:45 ET Markit Manu PMI
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7/1 2:00 ET June FOMC minutes
7/2 8:30 ET BLSBS
7/2 10:00 ET Factory Orders

Key Economic Events Week of 6/22

6/22 8:30 ET Chicago Fed
6/22 10:00 ET Existing home sales
6/23 9:45 ET Markit flash PMIs for June
6/23 10:00 ET New home sales
6/25 8:30 ET Q1 GDP final guess
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6/26 8:30 ET Pers Inc and Spending
6/26 8:30 ET Core inflation

Key Economic Events Week of 6/15

6/16 8:30 ET Retail Sales
6/16 8:30 ET Cap Ute and Ind Prod
6/16 10:00 ET Chief Goon Powell US Senate
6/16 4:00 pm ET Goon Chlamydia speech
6/17 8:30 ET Housing Starts
6/17 12:00 ET Chief Goon Powell US House
6/18 8:30 ET Initial Jobless Claims
6/18 8:30 ET Philly Fed
6/19 8:30 ET Current Account Deficit
6/19 1:00 pm ET CGP and Mester conference

Key Economic Events Week of 6/8

6/9 10:00 ET Job openings
6/9 10:00 ET Wholesale inventories
6/10 8:30 ET CPI for May
6/10 2:00 ET FOMC Fedlines
6/10 2:30 ET CGP presser
6/11 8:30 ET Initial jobless claims
6/11 8:30 ET PPI for May
6/12 8:30 ET Import price index
6/12 10:00 ET Consumer sentiment

Key Economic Events Week of 5/25

5/26 8:30 ET Chicago Fed
5/26 10:00 ET Consumer Confidence
5/27 2:00 ET Fed Beige Book
5/28 8:30 ET Q2 GDP 2nd guess
5/28 8:30 ET Durable Goods
5/29 8:30 ET Pers Inc and Cons Spend
5/29 8:30 ET Core Inflation
5/29 9:45 ET Chicago PMI

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