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

What’s Required For A Gold Bull Market?
During a gold bull market the “true fundamentals”, as indicated by our Gold True Fundamentals Model (GTFM), will be bullish most of the time.
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Lower Interest Rates Lead To Slower Growth
The average central banker is like the average politician. They both tend to focus on the direct and/or short-term effects and ignore the indirect and/or long-term effects of policies. I
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Gold And The 'Real' Interest Rate Revisited
The current situation is that neither sentiment nor fundamentals are conducive to substantial strength in the gold price.
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Gold And Inflation Expectations Revisited
If you think that the recent inflation-expectations bounce is the start of a trend then you should be looking for opportunities to increase your exposure to commodities such as oil and copper, not gold.
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Banks Versus Gold, Part 2
Relative weakness in the banking sector is considered to be bullish for gold and bearish for general equities.
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A Potential Game-Changer From The Fed
It’s possible that the Fed’s new asset monetization program will extend the current cycle (prolong the equity bull market) and lead to more “price inflation” than earlier programs.
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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.