Category Gold/Silver

Currency Matters

If you control food, you control people. If you control oil, you control nations. If you control currency, you control the world. – Henry Kissinger Guarding The Old Order The above is a famous quotation that some believe underlies Kissinger’s geopolitical realism, from the standpoint of the oligarchs of financial capitalism whom he serves. Ownership […]

Internet-Plus Phenomenon

Under China’s Internet+ initiative, the use of handphone for payment is becoming prevelant. They just swipe a 2-D barcode with their phones and it is done. I still mostly use the 11% cash payment method. It is nostalgic. Because most users in China prepay money into their Alipay or *WeChat accounts, Alibaba and *Tencent are […]

Hitler’s Mein Kampf Back in Japanese Schools

Hitler’s autobiography ‘Mein Kampf’ joins Imperial Rescript’s return to classrooms… Actually, a lot has happened in Japan recently with the militarists dashing madly to bring Japan back to being a “normal nation”, meaning precisely what it was before it started the invasion of China (1937) and WWII. The push is led by Prime Minister Shinzo […]

Q1 2017 Market Commentary: Trump, the Fed, Globalists, and Gold

This past quarter in the markets was one of the more interesting three-month periods we’ve had in a while. Not because of what took place, but rather, the lack of what took place, considering the boiling global geopolitical climate. Almost all of Q1 unfolded against a backdrop of zero volatility and confounding complacency not seen […]

*Trade of the Day: GDX

Often times, aceloewgold focuses on the gold and Fx markets. There is an interesting medium-term trade emerging within the gold-mining subsector. In analyzing GDX (gold-mining ETF), we can clearly see that shares have convincingly broken-out of a 5-month bear market that began in the back-half of 2016. Comparable to the start of last year, gold […]

The Governator for President

Only a Constitutional Amendment Away Investors have another earnings heavy week with continued monitoring of President Trump’s Executive orders. On the economic front, we have University of Michigan Consumer Sentiment. Earnings: Earnings have now seen over 270 companies of the S&P 500 companies report 4th quarter earnings. 67% have beaten earnings expectations with 48% beating […]

Big Surprise – FOMC Doves Coo

The latest in macro news, economic data and the latest Fed meeting.

Doublewood: A Polycentric World

The key to looking at all the current global dynamics is to understand the nature of a polycentric reality in the world’s power configuration. Polycentrism is a little-understood phenomenon in the post-WWII world, although it was not an unusual set of circumstances in other periods of world history. Here, I will not elaborate on the historical […]

Doublewood: What’s Up With China? – Part 2

Economic Reform and Financial Environment There is a saying: “When Wall Street catches the flu, the world goes on a spin”. Now we should add a saying: “When China sneezes, the Federal Reserve freezes”. Turbulence And The New Normal The current state of global financial turbulence is in part a result of China’s major undertaking […]

Doublewood: What’s Up With China? – Part 1

Many are asking similar questions about China’s economic and financial stability. First, I will talk about the current financial market situation. ———————————————— Stock Market — There is still considerable excess leverage that has to be whittled down, before you get to a market in which valuation matters. Further selling pressure will periodically rear its head, […]

The Coming Global Monetary Crisis (Peter Tran)

The Coming Global Monetary Crisis by:  Peter Tran (3/29/2015) Introduction  In order to predict any coming financial crisis with accuracy, one must first correctly identify what type of crisis is lurking on the horizon. I am going to make a final attempt to explain why the coming Global Monetary Crisis (current Dollar Standard Monetary System) […]

Gold Markets Trojan Horse – Physical Delivery Trigger?

Reports came out earlier this month about a destructive “Trojan Horse” malware program that has infected critical U.S. software infrastructure capable of penetrating power plants, electrical grids, water treatment plants, natural gas pipelines, etc. Although there has been no attempt yet to “activate” the trojan horse since 2011, this malware sits ready to wreak havoc […]

The Obama Legacy – Doublewood

When I read this headline “A Catastrophe Like No Other” in the WSJ, I thought it was about American foreign policy. http://online.wsj.com/news/articles/SB10001424052702304441304579479700454846082?mod=trending_now_2 I don’t live in the US to be able to appreciate what the Obama years of political showbiz will do to our future domestically.  I am thankful, however, that Obamacare does not (yet) apply to […]

Doublewood: Coming Attractions

Just as the year 2013 drew to a seemingly peaceful conclusion, we have to start looking at the risks lurking in the landscape and/or quavering in the subterranean crevices. To prepare you for a potentially eventful 2014 and beyond, I would like to share with you my perspectives on some big-picture matters, so that you […]

Keep An Eye On M-3

Two years ago, in my “Story On Gold – 2” essay, I described how G&C (government and central bank) discredited the meaningfulness of the broad money supply data known as M-3 (the broader measure of money, which includes money-market funds and large time deposits held by private individuals & institutions). They went on to discontinue […]

Minutes Of Kissinger Meeting On Gold, 1974 – Doublewood Analysis

In the Minutes Of Kissinger Meeting On Gold, 1974, we can read how Henry Kissinger, National Security Advisor and Secretary Of State at the time, was discussing the matter of preserving US dollar hegemony. “After Nixon “temporarily” suspended the convertibility of dollars into gold in 1971, because evil international speculators were attacking the US dollar, some of […]

China’s “Da Mah”

China’s “Da Mah”, or big mothers, are becoming an economic force to be reckoned with.  They also descend on Hong Kong and clean up the gold retail shops. They are contrarians in the face of the recent Wall Street gold sell-off trend.  Good for them. – doublewood    

Doublewood Analysis: China Working Quietly To Buy Up Gold?

doublewood: I have been tracking China’s gold reserve for some years.  There is no secret that China is buying as much gold as she can since 2008.  But there is only so much available in the world for sale, and the amounts that central banks sell are usually announced.  So I cannot come out with […]

Gold Technical Breakdown

Bernanke did not say anything hawkish at all today, yet the gold market is weaker this afternoon, off well over -1%. The main reason for the weakness continues to be further technical pressure. If you’ll notice below, the recent downward wedge pattern and subsequent breakdown in April resulted in a fairly strong resistance band in […]

Doublewood: China’s Currency Strategy

After the financial tsunami of 2008, China has strengthened its belief that the era of US dollar hegemony should be reformed.  Recognizing that the USD has served the world very well for some periods (notably the 2 decades after WWII) and the US continues to lead the world in economic size, trade volume and financial […]

Liberty Blitzkrieg

The only way to deal with an unfree world is to become so absolutely free that your very existence is an act of rebellion. - Albert Camus

Hidden Forces

"It is dangerous to be right in matters on which the established authorities are wrong." - Voltaire

aceloewgold

"It is dangerous to be right in matters on which the established authorities are wrong." - Voltaire

Touch Stone Connect

News & Views (Independent Media!)