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

There Will Be A ‘V’ Recovery…Sort Of
The rebound from the H1-2020 plunge into recession probably will look like a ‘V’, at least initially.
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The Monetary Inflation Moonshot
At around this time last month we noted that the Fed had pushed the year-over-year rate of growth in US True Money Supply (TMS)*, also known as the US monetary inflation rate, to a multi-year high of 11.3%.
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The Status Of Gold’s “True Fundamentals”
As long as the fundamentals remains supportive, any short-term decline in the gold price should be ‘corrective’, that is, it should be within the context of a multi-year upward trend.
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De Facto MMT
One significant difference between the Fed’s recent actions and the QE of 2008-2014 is that for some of its new money and credit creation the Fed is bypassing the PDs.
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The COVID-19 Trade-Off
The trade-off is associated with the COVID-19 threat and has been portrayed as being between lives and money, but the correct way to view the trade-off is between lives today and lives in the future.
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A Critical Juncture For The Gold Sector
The 1980s comparison predicted the big moves that have occurred since May of last year, including the Q1-2020 crash.
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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.