Alasdair MacLeod Blog | Talkmarkets | Page 1
Head of Research, GoldMoney
Contributor's Links: GoldMoney

Alasdair has been a celebrated stockbroker and Member of the London Stock Exchange for over four decades. His experience encompasses equity and bond markets, fund management, corporate finance and investment strategy.

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Why The Future Money Is Gold And Silver
A reminder of why they always will be sound money and why bitcoin cannot fill that role.
The Global Debt Problem
It has been recently estimated that global debts stand at $284 trillion equivalent, representing 355% of global GDP. Estimates such as these must be treated with caution, and they probably underestimate financial sector debt.
Say’s Law And The Destruction Of Savings
There is no doubt that Keynes’s denial of the simply argued and irrefutable theories of Jean-Baptiste Say is directly responsible for today’s economic and monetary conditions.
Market Report: Firm Feel To Gold And Silver
Gold and silver were quietly firm this week, with gold trading at $1738 in European morning trade, up $10 from last Friday’s close, and silver at $26.02, up 12 cents on the same time scale.
The ECB’s Financial Suttee
The EU is a tail-end Charlie in this global environment, which is why it could not afford to mess up its emergence from pandemic lockdowns. And because the financing of it all falls on the ECB, that is where the EU’s crisis is sure to emerge.
Inflation Watch: Beware The Ides Of March
President Biden has now had his $1.9 trillion stimulus package passed into law, and it will not be the last in the current fiscal year. Covid is not over and is sure to resurge with new variants next winter.
The Equity-Gold Price Conundrum
Amidst the global COVID-19 pandemic, equities had a staggering rally over the past 12 months. This has led to a sharp increase in the equities-to-gold price ratio.
Money And Statistical Delusions
Monetarists have long held that there is a relationship between changes in the quantity of circulating currency and the general level of prices.
Monetary Inflation: The Next Step
Unless you are blinded by economic models and neo-Keynesian macroeconomics, you will see that it is now just a matter of recognising the waymarks illuminating the route to monetary and economic ruin.
The Future Of Money Is Gold
While there is a growing consensus that the days of fiat currencies are finally drawing to a close, the debate about their successor is misinformed due to a lack of understanding about the qualities required of money.
Crazy Days For Money
We are sitting on a monetary powder-keg, the danger of which is barely understood by policymakers and which could explode at any time.
The Rapidly Failing EU
With the euro failure, the European Commission is likely to cede power to national interests, heralding a new era of immense political uncertainty as new currencies and government financing arrangements are devised.
Gold Price Framework Update – The New Cycle Accelerates
Gold prices rallied 25% in 2020 after having gained 19% the year before. We believe this marks still only the beginning of the current golds price cycle, as all main drivers for gold prices are strongly skewed to the upside.  
Global Trade In 2021
So long as the fiat-based monetary system continues with accelerated money-printing, the US trade deficit will continue to widen.
Keynesians Going All In
The Keynesians, who overwhelmingly outnumber monetarists and sound money men, are firmly in charge.
The Destructive Force And Failure Of QE
The transmission of additional money to non-banks in order to inflate financial assets, and to banks to cover government finances, will become too great in 2021 for it to succeed without undermining fiat currencies and financial markets.
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