Herman James

Simon Hunt founded Simon Hunt Strategic Services in 1996. The focus of the company’s work is to provide strategic advice including geopolitical and financial developments as well as structural and tactical changes within China in order to produce a balance outlook for the supply of and demand for copper. Increasingly the work involves understanding the shifts taking place in the balance of global power including how BRICS+ will change the dynamics of the world and how these changes will impact the copper industry. Simon is also the author of the ‘Frontline China Report Service marketed by the TIS GROUP. He is also on the Board of Directors the Great Eastern Gold Company in Australia and Copperman in Chile. Follow Simon at his website https://www.simon-hunt.com/

Bob Hoye is a trained geologist, successful resource investor and economic historian. Bob is the chief investment strategist for chartsandmarkets.com.

King World News, Released on 8/3/24 Gold is money, everything else is credit Continue...

The macro evidence suggests we are at a major turning point.

The first person without known contact with an animal has been infected with the the H5N1 virus, commonly known as bird or avian

Gold declined by only $3 but Silver declined 3% and the miners lost 6%-10%. There is technical damage but Gold relative to equities is approaching another critical test that could confirm a new secular bull market.

Doomberg highlights gold’s increasing role as a preferred reserve asset amidst shifting financial landscapes. He emphasizes that gold is becoming a more favored neutral asset compared to Western debt instruments, driven by ongoing geopolitical tensions and economic uncertainties. Despite gold reaching new highs, Doomberg suggests caution in investing at current levels due to its recent strong performance and the diminishing premium in markets like Shanghai. He contrasts gold’s stability with silver’s growing industrial demand, particularly in solar technology, which affects its investment attractiveness differently. This discussion underscores gold’s importance in diversifying financial portfolios, reflecting current trends in asset allocation and market sentiment.

Bob Moriarty discusses the possibility of China taking Taiwan very soon. Numerous developments around the world, including in the United States, are telling. Beijing has been acting more belligerent than usual. Any such move would be coordinated with Russia, Iran, and potentially North Korea. The West is collapsing and the question is who is it going to take with it on the way down. The deep state is going more totalitarian because it is losing as theories such as the fourth turning forecast, but there will also be a counter-movement back to freedom.

What is the best form of money? Which asset has the best risk-return profile? Jack Mallers, CEO of Strike, joins Peter Schiff, Chief Market Strategist of Euro Pacific Asset Management, debate the monetary asset properties of Bitcoin and gold.

More meltdowns across key markets, starting with the Treasury curve rapidly unwinding. Commodities are getting crushed, gasoline absolutely smoked. Swaps. Yen. The August payroll report only further confirmed the reasons why all this is happening.