Steven Saville Blog | Talkmarkets | Page 1
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


Latest Posts
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Gold And The Boom-Bust Cycle
The true fundamentals have been trending in a gold-bearish direction since early-October of last year, which is a large part of the reason that the gold price has been in a downward trend for the past several months.
The Coming “Inflation” Problem In The US
Due to the central-banking world’s unshakeable belief that money must continually lose purchasing power and the current authority of the central bank to do whatever it takes to achieve its far-reaching goals.
Rampant Speculation
The GME situation became so extraordinary last week that it drew the attention of senior US policymakers, but more importantly, it is representative of what’s happening throughout the stock market.
Rising Fear Of Inflation
There will be a lot more inflation and a further large increase in inflation fear before there is a realistic chance of a deflation scare.
Gold Versus Bitcoin
The differences between gold and bitcoin are far more significant than any similarities.
US Recession/Recovery Watch
Before the advent of the coronavirus, the leading indicators we track pointed to a 60% probability of the US economy entering recession during the first half of 2020 and an 80% probability of the US economy entering recession before the end of 2020.
Gold Mining Stocks Are Trades, Not Investments
The rising demand for gold pushes up gold’s price relative to the prices of most other assets and commodities, which elevates the general interest in gold mining.
Important Things To Know About Inflation, Deflation And Economic ‘Stimulus’
Falling prices are never a problem — they are either the natural consequence of increasing productivity (real economic growth) or part of the solution to a problem (in the case of a bursting credit bubble).
More On Gold And Inflation Expectations
A lot of widely held beliefs associated with the financial markets and the economy are in conflict with the historical record and/or logic.
The Increasing Risk Of Hyperinflation
This year has been nothing if not interesting.
Wright’s Law, EVs, And The Stupidity Of Inflation Targeting
The fast-growing industries that are focused on technological advancement are still able to reduce prices in the face of the central bank’s price-distorting efforts.
Another Look At Gold Versus Inflation Expectations
Contrary to popular opinion, gold tends to perform relatively poorly when inflation expectations are rising and relatively well when inflation expectations are falling.
Gold Mining Fundamentals Remain Supportive
It is estimated that about 50% of the production costs of the average gold miner are linked to energy.
The Inflationary Depression Of The 2020s
The 4-8 year period beginning in February of this year potentially will contain three or more official recessions and come to be referred to as the Depression of the 2020s.
Money Creation Mechanics
Since the Fed implemented its first Quantitative Easing program in 2008-2009, many analysts have claimed that QE adds to bank reserves but does not increase the money supply (bank reserves aren’t counted in the money supply).
The Best Way To Play The ‘Ag’ Bull Market
As is the case with the natural gas price, the price of the S&P Agricultural Index (GKX) appears to have made a cycle low via a double bottom in April and June of this year.
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