This past week saw the global geopolitical focus shift away from U.S. President Donald Trump for the first time in a month. Despite the controversy he stirred up in refusing to back the Israeli-Palestinian Two State Solution idea from the last decade of American foreign policy, all investor eyes were elsewhere. It is the rising populism in Europe, the real story of 2016 and 2017 (so far), that has caught the attention and focus of the global investing community. New polls out this past week and weekend show that populist party election upsets are now possible in not only founding… Read More

Tolkunbek Abdygulov, National Bank of the Kyrgyz Republic Sometimes a few countries actually turn out to be fiscally responsible role models for you and your portfolios. This past week, Germany and little-known central Asian nation Kyrgyzstan both fell into this camp, offering you fantastic practical advice for protecting your assets with their national actions. Last week, the Bundesbank (German Central Bank) announced that it has successfully completed the repatriation of half of its legendary gold reserves ahead of schedule (three years ahead, to be precise), with 583 tons of their gold moved back from New York and Paris. You might be… Read More

This past week saw alarming developments for the United States in several arenas. Unsettling data showed that foreign investors (including key creditors Japan and China) are dumping their U.S. Treasuries at a rate never before witnessed. At the same time, the European Union financial services head threatened to lock out U.S. banks from the European financial system if President Trump moves forward on his recently signed executive order to review and repeal parts of the stricter banking standards implemented under the Dodd-Frank Act. It's not only the U.S. financial industry which is potentially in trouble. Last week saw two major… Read More

Many people are not consciously aware of how desperately the United States Treasury depends on foreign ownership and continuous purchases of American public debt in order to finance the country's ever-expanding budget deficits. Like it or not, foreign investors, governments, and financial institutions hold close to 50% of the massive nearly $13.9 trillion in U.S. Treasury bonds and T-bills that enable the United States to spend almost as much money as it wants on programs ranging from military defense to social security to medicare. Unfortunately for the fiscal future of the U.S., this has  started to change in the year that included the… Read More

Looking at four major financial shocks shows Gold’s outperformance Don’t think you should own Gold right now?  Think again. Here we will consider four major financial shocks and how gold performed versus the most popular traditional asset class the stock market in each of these four scenarios which all occurred within the last 30 years. Black Monday 1987 Stock Market Crash In 1987 stocks fell a whopping 38.9% from their peak to October crash.  At the same time, Gold rose 5%.  Stocks did eke out a paltry 2.26% gain in 1987.  Gold rose more than 20%. Though no one understood… Read More