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6 Reasons to Bet on the U.S. Dollar in 2018

I love the gold bugs! They’re steadfast in warning that you can’t live on perpetually-expanding debt… or money printing… or zero interest policies. Mainstream economists have been lulled into believing such things don’t have serious consequences, while history clearly says otherwise. Gold bugs aren’t fooled. But that’s where my love for gold bugs ends. They have two fatal failings. The first is that they believe gold is always a storehouse of value… and mostly in inflationary times like the 1970s. It is NOT outside of such strong inflationary periods, as I’ve explained in numerous previous issues of Boom & Bust, The Leading […]

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A Collapsing Dollar Will Trigger The Next Big Move In Gold And Silver

When you see that men get richer by graft and by pull than by work, and your laws don’t protect you against them, but protect them against you–when you see corruption being rewarded and honesty becoming a self-sacrifice–you may know that your society is doomed. – from “Atlas Shrugged” Sorry MAGA-enthusiastics, it’s all a lie.  The tax legislation just passed will lead to higher Government spending deficits, a near-parabolic acceleration in Government debt issuance and a possible collapse of the dollar.  The U.S. is in systemic collapse.  Perhaps the biggest manifestation of this is the grand money-grab by the elitists […]

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Alternative Money Mania Coming with New Inflationary Cycle; David Smith: Cryptos Bringing Broad Attention to All Dollar Alternatives

Welcome to this week’s Market Wrap Podcast, I’m Mike Gleason. Coming up we’ll hear another terrific interview with David Smith of The Morgan Report and MoneyMetals.com columnist. David weighs in whether crypto-currencies and precious metals can coexist and talks about what we can glean from the current mania in the cyrptos as it relates to the upcoming mania in precious metals. Be sure to stick around for my conversation with David Smith, coming up after this weeks’ market update. Now that Republicans have passed their tax cut package, investors are trying to position themselves in what they think will be […]

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Rentech, Druck On Bitcoin, & The Way Of The Dollar

Alex here with this week’s Macro Musings. As always, if you come across something cool during the week, shoot me an email at alex@macro-ops.com and I’ll share it with the group.   Recent Articles/Videos — A Repricing In The Oil Market — We reiterate our bullish call for the energy space. Fox, Disney, and Netflix — AK covers the deal that just went through and what it means for Netflix. He also thoroughly expresses his love for Bob Iger…   Articles I’m reading — The New Yorker put out a really great long form piece on Jim Simmons, the founder […]

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Using Gold To See Where The Dollar Will Move Next

I’ve written a lot about how the US dollar is the fulcrum of the global financial system. Commodities are priced in dollars. Global trade is done in dollars. And the majority of international funding is in USD. The dollar is important. Dollar trends impact markets and assets around the world in various ways. Hence why the dollar is the fulcrum. But if the dollar is the fulcrum then gold is the foundation on which that fulcrum sits. I should make clear, I’m no gold bug and have no special affinity for the yellow metal. But when it comes to analyzing […]

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Napoleon’s Dream Will Ultimately Drive the Dollar

The European Community is a stultified, lumbering mass of bureaucracy. It’s fitting that the organization operates from Belgium, a country frozen in time because of political infighting. The European Community, which aims to bring economic integration among its member states, is also something else – a resounding success. It started in 1957 with founding members Belgium, France, Italy, Luxembourg, the Netherlands, and West Germany, and eventually 12 nations were incorporated into the European Union in 1993. They stopped killing each other, live under common rules, and many share a currency. This was Napoleon’s dream about a century and a half […]

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Oil For Gold – Real Or Imagined?

By having control of the physical market for gold, China can threaten to use it to destabilize the dollar, without destabilizing the yuan. As such, it is potentially devastating, and used carelessly could trigger an economic collapse in Western capital markets, wreaking financial and economic havoc in America and other advanced nations. China will never be wholly independent from trade with these nations, and severe financial and economic damage to the advanced economies will rebound upon her to some extent. For this reason, she has so far held off using gold as an economic and financial weapon, while she continues […]

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Congress May Eliminate State Tax and 401(k) Deductions; Axel Merk: Problems Ahead for the Dollar

Welcome to this week’s Market Wrap Podcast, I’m Mike Gleason. Coming up we’ll hear a wonderful interview with Axel Merk of Merk Investments and the Merk Funds. Axel describes why he believes the “buy the dip” mentality has overtaken mainstream financial advisors, warns about the danger of buying into conventional wisdom and also chimes in on gold and the potential rise of rise haven assets. Don’t miss this must-hear conversation coming up after today’s market update. As investors eye a potential tax reform deal on the horizon, they are mostly overlooking precious metals markets. Gold and silver prices retreated this […]

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Archimede’s Dollar Smile

Give me a place to stand, and a dollar that’s trending, and I can move the world ~ Archimedes Archimedes, the Greek tinkerer, knew of the US dollar’s importance to global macro well over 2200 years ago, decades before Fed Chair Yellen was born. A man ahead of his time.   If you’re one of the very few who read my work then you know that I refer to the dollar as the world’s fulcrum. This is no exaggeration. The US dollar is that important to global markets. The deeper you get into the global macro game the more you […]

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Trump’s Democrat Deal Hits Dollar; David Smith on Precious Metals Supply

Welcome to this week’s Market Wrap Podcast, I’m Mike Gleason. Coming up David Smith of The Morgan Report and regular contributor to MoneyMetals.com joins me for another enlightening conversation. David tells us how much longer he thinks the upside move will last in the gold and silver markets and also weighs in on Bitcoin and the crypto-currencies. Make sure you stick around for my interview with David Smith, coming up after this week’s market update. As a massive storm bears down on Florida, concerns about political and financial storms emanating from Washington D.C. are helping drive precious metals markets higher. […]

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