I’ve written about gold several times. In November I did a talk here in Sarasota about the history of gold, what it’s doing today, and what we might expect for the future of gold. Here’s a YouTube recording of that presentation. Special thanks to Norm Dempsey for recording and editing this video.
“Gold!”
Link: https://www.youtube.com/watch?v=63pagOecoes
A transcript of the presentation, with slides, is also available. We hope you enjoy.
President Trump’s use of Great-Depression-era Smoot 338 tariffs, the first time ever in US history, has opened a Pandora’s Box that may alter the outcome of the midterms.
A short story dedicated to Stanley F. Druckenmiller in honor of his August 24th WSJ editorial, followed by two essential reads.
Today we examine a possible trade. Consult your adviser for details and decisions. This discussion is not investment advice.
This weekend we witnessed a first-time use of Smoot-Hawley in American history: Trump actually deployed Section 338 of the Depression-era law against Canada. IMO, this is serious.
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