5. August 2012

   Claudio Grass from Global Gold explains why and how Gold protects your wealth

 

August 1st, 2012. In the midst of the summer doldrums with a gold price flirting with the $ 1600 level and a silver price around $27 per ounce, Claudio Grass recorded his view on today’s economic climate. He is the managing director at Global Gold in Switzerland, a precious metals firm that provides a unique service for individual investors, professional investors and individuals who are concerned about protecting their assets against the ongoing debt crisis.

In an audio podcast of some 50 minutes, Claudio Grass shares a wealth of information and insights. He explains what the main reasons are to be invested in gold, as well as which gold investments you should consider. The podcast is well-structured and has six chapters:

  • Introduction: Austrian vs Keynesian economics
  • The current macro-economic trends
  • The most important insights from monetary history
  • The current state of the gold market & why gold is not in a bubble
  • The different gold investment options & why to avoid paper gold
  • How Global Gold can help protect your future

Clearly, the vision of Global Gold is that the Gold bull market is far from over and that the current economic climate provides the ideal conditions for a continuation of the rising Gold price. Global Gold is able to show that Gold is not in a bubble today, based on plain facts. By reviewing the different gold investment options, it appears that investing in physical Gold is the best solution to protect your  wealth and purchasing power. The ideas of Global Gold are influenced by the Austrian School of Economics; they are based on the idea that values of currencies are declining value and that fiat money has an intrinsic value of zero.

Listen to the podcast with Claudio Grass

If you want to learn more about the topic, Global Gold and GoldSilverWorlds recommend the detailed paper on Scribd and the unedited video presentation.

12. Juli 2012

Special Report Gold 2012 – "In Gold We Trust"

 

 

Ronald Stöferle’s 6th annual – "In GOLD we TRUST" report, covering the following highlights:

 

The foundation for new all-time-highs is in place. As far as sentiment is concerned, we definitely see no euphoria with respect to gold. Skepticism, fear, and panic are never the final stop of a bull market. In the short run, seasonality seems to argue in favor of a continued sideways movement, but from August onwards gold should enter its seasonally best phase. USD 2,000 is our next 12M price target. We believe that the parabolic trend phase is still ahead of us, and that our long-term price target of USD 2,300/ounce could be on the conservative side.

 

The study is covering the following topics:

 

·         Central bank’s monetary inflation supports progressive remonetisation of gold

·         Inflation ≠ rising prices: confusing terminology with grave consequences

·         The chronology of a hyperinflation – Explanation based on Peter Bernholz’

          “Monetary Regimes and Inflation”

·         Gold in an environment of a deflationary loss of confidence

·         The biggest misconception with regard to gold

·         High stock-to-flow ratio is the most important characteristic of gold

·         The advantages of a gold standard

·         Financial repression: the alleged magic formula

·         Why gold remains (dirt) cheap in India and China

·         Excursus on Interventionism – It is a fine line between manipulation and intervention

·         On the search for a “fair value” for Gold

·         Possible price targets for gold

·         Why gold is (still) no bubble

·         Gold improves portfolio characteristics The renaissance of gold in traditional finance

·         Why is gold such a highly emotional topic? Cognitive dissonance and normalcy bias

           as possible explanation

·         Challenges for the gold miners: Peak Gold and increasing resource nationalism

·         Gold shares (still) with historically low valuations

 

 

12. Juli 2012

Seeking Value in a World of Financial Repression

 

Hinde Capital CEO Ben Davies recently spoke at the Munich Value Conference. He explores the theory of what is value, looks at the world of yesterday and today and the subjects of debt liquidation and financial repression. Click here to see the transcript of the speech and here for the full presentation.