Tag: gold

Buying Bombed out Equities for Outsized Returns

Our friend  and partner Mark Schumacher recently brought what I feel is a fabulous undervalued opportunity to my attention. Mark is both the President and founder of Thinkgrowth, a boutique investment advisory firm in Massachusetts and a contributing editor to our investment alert service. Mark’s last short sale trade on

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The Potential Exists For an Epic Short Squeeze in Physical Gold

I recall a long time ago when I was easily excited by the unqualified love of young inebriated women, hedonistic experiences, fast cars, guns and seemingly unusual setups in financial markets, which promised fortunes if traded correctly.  I now find that I just enjoy a day with my kids and

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The #1 Investment Going into 2014?

What should we expect after eating an exceptionally spicy 3-day-old, reheated “jungle curry” from a Mumbai Street Hawker? Decisions made when investing, trading, and in fact almost any business all center around the calculation of probabilities. Probabilities for some things are easier to determine than others, which is where I’m

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More Pain for the Yen?

In late 2011 I started shorting the Japanese Yen. I spoke about it here, here and again here. I even tried to employ my skills in evaluating private equity deals to evaluating Japan. I was coming up empty. I’ve employed a basic position of long the USD/JPY cross, long XAU/JPY

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“James Bond’s” Predictions for 2014…and Beyond

I first met Joe in Mongolia last year. He is one of the most fascinating men I’ve had the pleasure of meeting. A spook from the cold war with stories that would not be out of place in any spy novel. Truth truly is stranger than fiction. This is not

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Al-Qaeda’s Wet Dream

Imagine for a second you’re a terrorist intent on inflicting unimaginable harm on your enemy. Now let’s further imagine that your enemy is the United States… The sun rises over your holy mother land, a land now inhabited by the infidels. You don your Kalishnikov, climb out of your cave,

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This is What The Impending War with Syria Means for Gold

Without sifting through the rotting underbelly of the political machine to determine the real reasons why the US and the UK need to go to war in Syria, I’d like to look at what the coming war means for real money. Yes, the shiny stuff. There are a few common

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When the Theatre Clears

James Rickards, the author of the book Currency Wars tells a short story along the following lines: you’re sitting in a movie theatre and a couple of people get up and leave. Nobody takes much notice, now a half a dozen people all get up and leave at the same

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