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Notes From the Rabbit Hole

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Day: October 22, 2020

Galiano Gold Gets the Spelling of its Name Wrong, Direction of its Stock Right

October 22, 2020 Gary

Who’d have thought that an African gold miner named after a sweet Italian liqueur* would be doing this (+12% today) during a correction for the

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Pigs Take Flight

October 22, 2020 Gary

A couple days ago we asked the question in light of rising long-term yields, a steepening yield curve and the ongoing reflation operations by policymakers.

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fomc

Central Banks Don’t Understand “the Way the World Works”

October 22, 2020 Gary

Way back in 2004 (boy, how the years fly by) I wrote this article, one of first few I’d written. Deflation: A Manufacturer’s View I

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TRUMPETING: “I don’t often track gold & silver any longer but I do remember that at the end of October 2008 you and Bob Hoye were the only two advisors who were bullish. That was ideal, a couple of voices crying in the wilderness. I don’t know why you don’t trumpet that more.” –MM 11.10.14

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