Posts by Robert Vaughn10

Reporting from the sunny coast:

https://www.zerohedge.com/news/2018-...global-turmoil

"You're going to need some extra paper for this one."

Larry Kudlow pretty much nails the current trade tensions and general friction involving Sad-China here:



The segment from 5:00-6:00 is particularly worth a look.

"we're waiting on the quarterly meeting"

A shot in the dark: early May, USD EUR hits 1.2.
Is a rally coming? Maybe all the way down to 1.08...
Timing?😉

"Watching closely"

Charles Nenner is back at it with his theories on Dow 5000 and potential ties to China...
Meanwhile, some sources are flagging a possible liquidity crunch:

https://goldsilver.com/blog/dimartin...ced-for-years/

A "moving puzzle," if you will.

dustyheron5 said:With all due respect to my colleagues, I ask that we refrain from speaking against KWN. 😁
They are quite simply the most consistent group out there. 😵

For seven years now, they have maintained a bullish stance—even as metallurgy continues its persistent decline. But one day, they will be proven right. 🙏

These portals cover everything. Take goldsilver, for instance—it’s worth watching closely on Twitter right now. Maybe that "big day" is closer than anyone expects. It would be quite a sight to see this "red" short squeeze, if not a total breakout from the charts entirely.

https://kingworldnews.com/major-aler...silver-market/

Key market players, including frequent guests on CNBC, are starting to pivot:

https://www.zerohedge.com/news/2018-...n-bullish-gold

"a reliable source"

The pivot is official:

http://www.24hgold.com/english/news-...Mark+O%27Byrne

"Red October"

The veteran Theodore Butler lays out the essential details:

http://www.24hgold.com/english/news-...heodore+Butler

"Total meltdown"

US Debt Clock:20,961,156,300,300

"From 20 down to 8 thousand tons"

Taylor Robinson51 said:The people over at silverdoctors.com are doing more harm than good. It’s just a breeding ground for charlatans peddling conspiracy theories about flat earth and vaccine conspiracies...

Look, I am pro-Goldman Sachs. In my view, anyone looking to invest or save should hold a specific percentage in gold. But honestly, seeing sites like silverdoctors.com or kingworldnews.com makes me sick...

Vaccines are harmful? Honestly, it's embarrassing how terrified they are.
That’s how thoughts drift out of your head, if you ask me. Whether consciously or not.
Goldman Sachs? Not a bad move. But we're already looking at $2,500 an ounce. If my silver hits roughly $100, how much would gold actually need to jump in USD terms to keep pace? At $50 an ounce, I'm already well-protected in terms of long-term purchasing power. Keep in mind both gold and silver act as hedges against the Federal Reserve, and with the global crisis, the Euro should strengthen against the dollar. So, what's $7,000 an ounce in Euros? Let's call it $4,000. You aren't doing poorly, but it isn't quite there yet.
Bottom line: Silver Doctors is an excellent newsletter for the middle class—something worth reading daily.
Kevin? He's just sitting there while Elon describes it as nothing more than a casino or gambling...

"Push the button and pray."

Jim Willie notes:

https://www.silverdoctors.com/gold/g...old-in-london/

"Loose threads, yet somehow the seam holds."

While Trump rolls out his steel and aluminum tariffs, the banking sector is busy issuing warnings:



"Trade deals are complicated," apparently.

The eternal optimist Bill Gates, a man sitting on nearly $100 billion, is doubling down on his prediction:

http://www.businessinsider.com/bill-...-coming-2018-2

Time to gear up.

Taylor Robinson51 said:Gold should be a component of every investment portfolio at a specific percentage; obviously, one shouldn't hold everything in gold. Take Brown's permanent portfolio, for instance, as an example of a portfolio designed to withstand various shocks.

Extrapolating the future based on data from 1980, 1999, 2012, or 2017 is nothing more than palm reading. A massive amount of real estate investment leading up to 2008 was built on models that axiomatically assumed property prices could never fall because they hadn't fallen globally in 70 years in the USA. Then, predictably, it happened—prices plummeted to US levels.

The notion that active investing can prevent losses was actually the catalyst for the great crash of 1987—everyone introduced trading machines that automatically triggered sell orders once a margin call was initiated. When distortions occur during a panic, absurd things happen. For example, in 2008, a money market fund fell below the dollar, which was considered virtually impossible.

To quote Warren Buffett from his recent letter to investors regarding why he holds $120 billion in short-term US Treasuries:

"During the 2008-2009 crisis, we liked having Treasury Bills that protected us from having to rely on funding sources such as bank lines or commercial paper. We have intentionally constructed Berkshire in a manner that will allow it to comfortably withstand economic discontinuities, including such extremes as extended market closures."

And what about going all metals or all paper? Metals...
Stocks can crater by 90%. Long-term bonds? They can do pretty much the same thing.
That isn't happening to gold.
But fine, the point is that holding almost any commodity—including various energy forms—is better than being stuck with paper and fiat. You could pick copper, oil, palladium, or gas, to name a few. Generally speaking, commodity price levels are quite low right now. No one is arguing against owning the corresponding stocks, either. In fact, I'd encourage it.

Access to CAPITAL is...

"Crazy John, crazy John..."

The Dow Jones dropped from 26600 points and is currently sitting at 24913. Volatility is high, which, along with other parameters, is a hallmark of a market top. In reality, this is a very "healthy" correction designed to shake out the majority of retail investors who are currently asleep at the wheel. I expect similar behavior from metals. Specifically regarding silver, daily swings could easily exceed $10. It is evident that capital velocity is low; inflation in the US has frequently dipped into negative territory, reminiscent of 2015 levels. Paper assets appear strong on the surface, yet commodity prices remain quite low. An opportunity. Gentlemen, how much more liquidity can there be? Cash is everywhere and interest rates are incredibly low, but where exactly are you supposed to deploy it? A few players have ideas, but generally speaking, the options are as sparse as departing buses. The entire West is becoming lethargic. Bankers understand this allocation problem and the function of interest rates perfectly. Don't be naive about it. A banker is a social Darwinist; there is no shame in that. They will facilitate their own transfers, but once that process concludes, the scheme we've seen over the last few decades will reach its endgame. Why should the banker care? They will continue to extract intelligence and expertise from Asia while maintaining the service and paper dominance and collecting debts in the West. If we adopt a paradigm like "silver at $80 USD per ounce," interest rates and quality must stabilize at some reasonable level. For the banker, it won't be an issue if the other side turns significantly more. A 3-4% return on the dollar isn't enough for an average person to build serious capital based on current average salaries in the Republic. At this price point, it is difficult to find much more liquidity. Consequently, people are already starting to pivot toward US Treasury bonds. Sure, the price and coupon might be lower, but one should focus on the interest rate hitting a certain threshold sometime after 2020. For instance, if the rate hits 10%—and I personally call this "Toddy's Rate"—let's say we look at a 10-year US Treasury bond; the real yield of principal plus interest would be massive, assuming no major subsequent shocks. In that sense, future currency inflation and the question of what actually measures the value of stock indices versus precious metals will serve as a guide for where "smart money" moves. Hyperinflation in the US is unlikely, but as far as the dollar goes, the primary targets are the liberals in the Northeast. 😉
An Alabama farmer might even emerge as a temporary ally in this regard.
So, if you haven't already, start taking positions without overleveraging.



Quite an interesting segment at 5:00.

"Deploying and sinking the pieces."

Amanda Allen4 said:My interpretation was simply a location where the laws of your home country don't carry any weight.

I don't know—and I say this with all due respect to Warren Buffett’s expertise—but his recommendations are just incredibly vague. It's like someone telling you the secret to winning at the stock market is "buy low and sell high." How helpful is that, really? ☕

Egon von Greyerz is 110% precise.
This could be a long-term pivot, if not a full-blown reversal. Even looking toward Asia. If I were a banker, I would have already positioned myself, even for the long haul. Besides, I provided the link. The Dollar is on a downward slide; USD has already dropped to 89.16, while simultaneously, you need nearly 1.25 dollars just to get one Euro. Meanwhile, the Dow Jones has surged over 1,000 points in just a few days. Put that in context. There is only a temporary surplus of cheap liquidity in the market, and 10-year Treasuries are hovering near 3%...
A simple question, though I think the point above serves as a perfect segue: why did the Federal Reserve hide M3 back in 2006?

Let’s be perfectly clear: the pivot is likely happening right this second. This is an obvious window for capital formation.
The Western establishment isn't going to sit by and let itself be threatened for much longer—the motive is plain to see. That said, I expect silver to at least double by year-end and finally prove its monetary worth.
Based on a photo in Saturday's The New York Post, I’d venture to say a banking maneuver is underway, titled...

"Crazy John"

Amanda Allen4 said:What kind of answer is that supposed to be to my question?

Let me repeat myself—how does one actually hold physical gold outside of the banking system, specifically in a jurisdiction other than where they reside, and how do you go about accessing it when the need arises?

Do you know, or do you not? I am asking because I don't have the answer.

Let me reiterate my point. It’s unlikely a bank would seize a tiny amount of gold or silver just to tank their long-term reputation. I understand people like Egon von Greyerz and Mike—they can't afford to get "notified" whenever things go south...
But did you see how the article started? All that "FAKE WIZARDRY" nonsense. You can extrapolate from there how bankers might behave, both in the short term and long term. For instance... one could argue they'll eventually claim your assets are sitting in the bank. At that point, try building any capital...

Amanda Allen4 said:Physical gold and silver will be the best form of wealth preservation and act as insurance against the coming debacle. But it must be held outside a fragile banking system and outside the jurisdiction of the investor.

Sure—but how on earth do you actually pull that off? How are you supposed to bury your gold outside the country where you live, and more importantly, how do you even get back to it when things finally hit the fan?

Is this level of play even necessary?
Right now, especially...
But yeah... one day someone might just say...
give us... the precious metal... and then... the feeding frenzy begins...
and the price is already sitting at $100 bucks...
actually, the price is already high... very high... and I have to admit...
the new converts are starting to trickle in... we'll see...
So, how should I put this... let me flip the argument...

"...in a bloody blur..."