Contributor's Links: The Speculative Investor

I graduated from the University of Western Australia in 1984 with a degree in electronic engineering and from 1984 until 1998 worked in the commercial construction industry as an engineer, a project manager and an operations manager. 

I began investing in the stock market 2 ... more

ALL CONTRIBUTIONS

Understanding The Yield Curve
The yield curve is said to be steepening when the gap between long-term interest and short-term interest rates is increasing.
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The Status Of Gold’s “True Fundamentals” - Tuesday, Dec. 7
The gold market’s fundamentals were bullish or trending positively from early-November of 2019 through to late-September of 2020 and were bearish or trending negatively from early-October of 2020 through to late-October of this year.
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Boom-Bust Cycle Update - Tuesday, Nov. 23
In early July of this year, the HYIOAS was at its lowest level in more than 10 years and not far from an all-time low.
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Reconciling High “Inflation” And Low Bond Yields
The US government just reported a 6.2% year-over-year increase in the CPI (refer to the following chart). This was the largest increase since 1990 and the second-largest increase since 1982.
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Setting The Stage For The 2022 Bust
The US financial system currently has an abundance of ‘liquidity’. We know that this is the case because US credit spreads are close to multi-decade lows.
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Looking At Oil From Different Perspectives
Today we’ll take a brief look at oil through three different lenses: The long-term price-action lens, the physical supply-demand lens and the macro-economic lens.
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STOCKS I FOLLOW

GLD SPDR Gold Trust ETF
SPY SPDR S&P 500

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The Speculative Investor
Steven Saville
Steven Saville

In an average week, TSI subscribers receive two reports: a Weekly Market Update on Sunday and an Interim Update on Thursday morning (NYT). The Weekly Update typically has 3000-4500 words and 10-15 charts, while the average Interim Update is about half that size. As well as containing information about the gold, currency, stock, bond and commodity markets, these reports regularly include discussions about macro-economics. The economics-related discussions are from an “Austrian” perspective, because I’ve found that the Austrian School is the only school of economics that is consistently logical and explains how the world really works.

TSI subscribers also get access to a list of stock selections. The TSI stock selections have provided very good long-term returns; however, due to the highly speculative nature of the stocks I tend to focus on, my year-to-year returns have been ‘lumpy’, to put it mildly.