Tag Archives: gold

The Risk of ‘Hot’ Inflation

Dear Readers: I’m currently writing a long-form post twice a month now for Chris Martenson’s excellent website. Accordingly, I’ll be publishing the first (and free) part of these essays here at เกมยิงปลาสุดมันส์ www.dongythoxuanduong.com. Enjoy. — Gregor Ideological deflationists and inflationists alike find themselves both facing the same problem. The former still carry the torch for a […]

Emerging Asia Demand for Gold

A useful chart from GMO, showing gold demand from Emerging Asia over the past decade. I would comment that here in the West, both gold trading and gold investment demand remain over-focused on quantitative easing, and track more closely the policy decisions of the Federal Reserve. To this point, it bears mentioning that OECD investment […]

How We Work Now, In America

The chart above divides total Full Time jobs by Total Part Time jobs, in the United States. Coming into the financial crisis of 2008, the US maintained nearly 5 Full Time jobs for every Part Time job. The failure of the economy to add back those Full Time jobs, along with flat to falling wage […]

Gold Gets a Growth Scare

Dear Readers: I’m currently writing a long-form post twice a month now for Chris Martenson’s excellent website. Accordingly, I’ll be publishing the first (and free) part of these essays here at เกมยิงปลาสุดมันส์ www.dongythoxuanduong.com. Enjoy. — Gregor ___________________________________________________________________________ An emotional, jubilant hooray! could be heard earlier this month when the Bureau of Labor Statistics (BLS) released its […]

Global Gold Production: How Sustainable a Rebound?

Recently released data from the US Geological Survey shows that global gold production, after falling every year between 2001 and 2008, finally rose for the past three years. In 2011, production reached 2,700 metric tons. However, in a larger context, the past decade has been quite poor for gold production and the compound annual growth […]

Tail Risk and Embalming Fluid, in 2012

I feel motivated today to write about global markets, and especially the lingering fear that’s sure to carry over from 2011 to 2012. The last 18 months have supplied historians with every reason to believe that a replay of the 2008 financial crisis was about to unfold. The difference being that the private sector debt […]

Red Metal Hour: The Copper Problem Accelerates

As we roll through earning’s season a report that caught my attention was Rio Tinto’s earlier this month, which showed copper production from their principle mine, Escondida, down significantly on the year. Here is the Financial Times, on 14 July: Rio Tinto revealed a steep decline in output at the world’s largest copper mine, demonstrating […]

Jeremy Has Spoken (But Rest Assured, Pro Money Management Isn’t Listening)

Jeremy Grantham endeared himself to resource depletionists once again this week, as the longtime manager at asset giant GMO confronted the issue of limits, in a finite world. | see: Time to Wake Up: Days of Abundant Resources and Falling Prices Are Over Forever. I wrote about Grantham’s original revelations in late 2009, when he […]

Coal, Gold, and the Australian Dollar

One of the trends I’ve followed this decade has been the increase in exports of gold from Australia. Like many other regions around the world, however, Australia has struggled to increase gold production by volume. But with the rise in the gold price, the value of Australian gold exports has indeed been on the rise. […]

Gold, Energy, and the Problem of Capital Storage

One of the reasons that gold retains its competitiveness as a capital-storage unit is the rather slow and plodding rate at which supply is brought to market. Since 1900, compound annual growth of world gold production comes in at 1.098%. That is below the increase for a number of other natural resources but in particular […]