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Global Gold Investment Demand To Overwhelm Supply

When the next market crash occurs, global gold investment demand will likely overwhelm supply. When this occurs, we could finally see the gold price surpass its previous high of $ 1,900. Now, this isn’t mere speculation, as we already have seen this taking place in the past. When the broader markets crashed to the lows in Q1 2009 and the 10% correction in Q1 in 2016, these periods were to two highest quarters of Gold ETF investment demand. I don’t really care on whether the physical gold is actually in the Gold ETF’s, rather I like to look at it […]

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How The Elite Dominate The World – Part 5: The Endgame Is Complete And Utter Global Domination

Do you want your children and grandchildren to grow up in a global socialist “utopia” in which everything about their lives is micromanaged by bureaucrats working for a worldwide system of government instituted by the elite?  To many of you this may sound like something out of a futuristic science fiction novel, but the truth is that this is exactly where the elite want to take us.  This is their endgame.  Their agenda has been quietly moving forward for decades, and if we don’t take a stand now, future generations of Americans could very well end up living in a […]

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The Global Macro Renaissance

John Curran was the former head of commodities at Caxton Associates — the hedge fund founded by market wizard Bruce Kovner. He wrote a great article in Barron’s titled The Coming Renaissance of Macro Investing. In the piece, John writes about what he sees as the coming paradigm shift in markets and how this shift will lead to the resurgence of macro investing. Here’s a snippet from the article: In meetings with fund managers, asset allocators, and analysts, I have found a virtually universal view that macro investing—investing based on global macroeconomic and political, not security-specific trends—is dead, fueled by […]

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How The Elite Dominate The World – Part 2: 99.9% Of The Global Population Lives In A Country With A Central Bank

Even though the nations of the world are very deeply divided on almost everything else, somehow virtually all of them have been convinced that central banking is the way to go.  Today, less than 0.1% of the population of the world lives in a country that does not have a central bank.  Do you think that there is any possible way that this is a coincidence?  And it is also not a coincidence that we are now facing the greatest debt bubble in the history of the world.  In Part I of this series, I discussed the fact that total […]

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The Best Trading Podcasts For Global Macro Investors

These days we’re flooded with information with barely enough time to digest it all. To help solve this, our team at Macro Ops tunes into trading podcasts. With trading podcasts, all those hours you spend driving, doing chores, or working out can also be used to catch up on markets and learn something new. Below you’ll find a list of podcasts we listen to on a monthly basis to keep our game sharp. We’ve separated them into two categories — process based and news/commentary/narrative based. The process based podcasts help us develop our macro trading strategies while the commentary helps […]

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The Wealth S-Curve That’s Driving Current Global Macro Trends

The graph above shows a logistic function that maps out a sigmoid curve… otherwise known as an S-curve. This function was popularized by mid-19th century scientist Pierre Francois Verhulst who applied it in his study of population growth. Verhulst found that population growth follows a certain S-curve. It grows at a steady state until it hits a certain point where it grows exponentially. This exponential growth sustains until the system hits a saturation point where it slows and eventually stops. The S-curve is one of those strange universal laws that shows up all over the place. Similar to how power […]

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The Chinese Global Economic Strategy

In the fall of 1993, I was sitting in class in grad school. We were using case studies to explore business management decisions. My professor walked through the history of Otis Elevators, noting that the company had reached market saturation and had choices to make. I was sort of paying attention… sort of not. Then he called on me. “Rodney! What should a company do when it reaches market saturation?!” I fumbled. “Develop a new product or service?” He thundered back, “Find another market!” His point was that Otis Elevators had saturated the U.S. market, but had all of Europe […]

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The World Is Now $217,000,000,000,000 In Debt And The Global Elite Like It That Way

The borrower is the servant of the lender, and through the mechanism of government debt virtually the entire planet has become the servants of the global money changers.  Politicians love to borrow money, but over time government debt slowly but surely impoverishes a nation.  As the elite get governments around the globe in increasing amounts of debt, those governments must raise taxes in order to keep servicing those debts.  In the end, it is all about taking money from us and transferring it into government pockets, and then taking money from government pockets and transferring it into the hands of […]

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The Country that Will Best Survive this Global Financial Crisis and Prosper in the Aftermath

I’m in Australia this week. It’s a long flight and the airlines lost part of my luggage. Hate the jetlag. But LOVE the country. The first place I always go in Sydney is the best upscale food court I’ve ever seen anywhere in the world at the Westfield mall downtown. I’ve been coming to Australia to lecture since the early 1990s, even before my first breakthrough book, The Great Boom Ahead. I started speaking at TEC, a global network of small business CEOs (it’s now called Vistage). It’s beautiful here. The interior is a giant desert while the rim boasts […]

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Global Silver Demand WAY Outstrips Supply

Estimates for 2016 are in and the data shows the first decline in silver mine output in 14 years. The Silver Institute’s World Silver Survey 2017 shows reduced production of the base metals lead and zinc are largely to blame, though silver production as a byproduct of gold mining also fell. The Institute estimates 70% of silver output is generated as a byproduct of mining for other metals. Primary silver producers actually managed a 1% increase. Supplies from scrap dwindled once again, despite the higher average silver price in 2016 vs. 2015. The total amount of scrap returned for refining […]

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