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January 26, 2012, at 12:54 pm
by Jim Sinclair in the category Jim's Mailbox |  Print This Post |  Email This PostJim Sinclair’s Commentary The following chart is courtesy of CIGA Stefaan. Dear Jim, Your comments today on institutions investing in gold were right on. Having worked for one of the world’s largest actuarial consulting firms and having spent years in the pension funding industry, I know that many pension funds, especially governmental Continue reading Jim’s Mailbox January 25, 2012, at 1:45 pm
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostDear Jim, I see that you have been consistently putting out a "range" for the price of gold for 2012 of $1700 to $2100. This is a fairly tight range and not too much higher than where we are today. My question is, what will limit the upside in gold this year to $2100? Continue reading Jim’s Mailbox January 24, 2012, at 7:25 pm
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostGold and Equities, Gold Wins This Cycle CIGA Eric Gold and global equities will move higher together. Those that have not succumb to short-term fear understand that this move will not be equal. Gold’s surge relative US large cap stocks (equities) is not done. Chart 1 and 2 provide an indication of both duration Continue reading Jim’s Mailbox January 20, 2012, at 11:19 am
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostJim, I would like to suggest that there may be another element to non-demand related cost push inflation which assists in producing increases in economic growth. The hardware industry has seen some spectacular price increases over the last five years which most would attribute to the increased costs of raw materials like oil, copper, Continue reading Jim’s Mailbox January 19, 2012, at 2:59 pm
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostSilver’s Lease Spread Has Turned Positive CIGA Eric Negative lease spreads setup Silver’s D-wave decline(s) of 2008. Once price collapsed, lease spreads turned positive and peaked. Spreads peaked as price bottomed in late 2008. This setup the accelerating advance of 2009-2011. Real Silver Lease Rates (1-Month LIBOR less 1-Month SOFO) and London PM Fixed Continue reading Jim’s Mailbox January 18, 2012, at 8:48 pm
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostHi Jim, Consumer credit was up a whopping 10% in November to the tune of $20 Billion—the biggest monthly gain in ten years! Some economists interpret that as a sign of growing confidence in the economy! It seems more likely that when consumers run out of cash, they follow Uncle Sam’s example. Best Continue reading Jim’s Mailbox January 17, 2012, at 12:32 pm
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostHi Jim, Any luck on finding a broker who will do direct registration in the name of the custodian and taxable account? CIGA Travis Dear CIGA Travis, I have received emails from multiple CIGAs telling me that they have been successful with this issue. I do not save emails as a practice. If any Continue reading Jim’s Mailbox January 16, 2012, at 12:58 pm
by Jim Sinclair in the category Jim's Mailbox | Print This Post | Email This PostThe Churning Process In Gold Takes Out the Weak Hands CIGA Eric Sorry, but that’s how this game is played. Global currency devaluation has been holding equities in a depressionary box and coddling the illusion of economic growth since late 1999. The purchasing power of the US dollar has been sliding hard since 1934 Continue reading Jim’s Mailbox |
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