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

The Coming T-Bond Decline
The gold/commodity ratio and the T-Bond are strongly correlated over the long term. They also tend to be well correlated over shorter timeframes, but significant short-term divergences sometimes occur.
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Gold And Inflation Expectations
Gold tends to perform well relative to commodities in general when inflation expectations are falling.
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US Monetary Inflation With And Without The Fed
The way that most new money was created over the past 10 years was different to how it was created during earlier cycles.
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The "True Fundamentals" Are Still In Gold’s Favor
After spending almost all of 2018 in bearish territory, gold’s true fundamentals have spent all of this year to date in bullish territory.
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Mao Versus Deng Versus Xi
Deng’s view that having a productive economy was more important than adhering rigidly to theories that were failing in practice brought him into conflict with Mao Tse Tung.
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The Old Keynesian Guidelines Have Been Forgotten
Keynesian economic theory is useless if the aim is to understand how the world of human production and consumption works, but it is useful when attempting to figure out the policies that will be implemented in the future.
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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.