NFTRH; The Preferred Case for Gold Mining

Gold mining is a counter-cyclical business. During economic (and inflationary) down cycles gold out-performs industrial metals, oil/energy, materials, stocks, etc. Insofar as commodities and materials contribute to gold mining cost structures, you can see that in economic down cycles amid dis-inflation the miners get an inherent bottom line boost as the product out-performs the cost inputs. As for stocks and public confidence in general, when … Continue reading NFTRH; The Preferred Case for Gold Mining

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FOMC Week and a New Phase of the Ongoing Inflationary Operation

As the Fed’s inflationary operation moves forward… This week we have a meeting of the economic eggheads. But now we play a game of ‘will they or won’t they?’ change a few words (or hide the cheese) in the statement as the inflation they’ve created and with the help of the government, put in play, becomes more of an issue. Players are becoming more self-conscious, … Continue reading FOMC Week and a New Phase of the Ongoing Inflationary Operation