Kommentar zu Offshore-Einlagerung von Gold und Silber | SWP Cayman

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Lesen Sie die Kommentare von Branchenexperten und SWP-Feuilletonisten.

Jeff Clark | Nov 16, 2022

Fed Chair Jerome Powell has been insistent that the central bank will lower inflation to 2%. “We are resolute in our goal to fight inflation… we have the tools to bring it down to 2%” are just some of the public comments coming from his office. Should we believe him? After all, he said last year that inflation would be transitory, interest rates wouldn’t rise until 2024, and a recession is “unlikely” (virtually guaranteed now). As an analyst I like to ask questions. So… How successful has he been at lowering the CPI since they started aggressively raising rates? Are the current circumstances surrounding inflation likely to be resolved from higher interest rates? What does history say about hiking rates to lower inflation? Let’s answer each of those questions and see what we find…

Jeff Thomas | Nov 16, 2022

The critter in the photo above is an entomologic marvel. The seventeen-year locust (or cicada) appears on the American continent like clockwork every seventeen years. As soon as a locust is born, it burrows in the ground and appears to hibernate for seventeen years. When it emerges, it lives only four to six weeks – just long enough to devastate crops, lay a new batch of eggs and start the cycle again. But, whilst underground, they’re not actually hibernating. They are in fact active in a wingless nymph form, feeding on sap and tree roots. They’re building their strength for their periodic devastation. The danger that they present to humanity is that, when they emerge, they do so collectively and their cumulative damage is often epic. But enough of entomologic lessons. Those who read this publication are more concerned with a destruction created by mankind – the rise of a class of human that seeks to destroy all that has been achieved in the last several generations. We call them the Elites, the Globalists, the Deep State, etc. The moniker we give them matters little; it’s their nature that’s of significance. They‘ve been building their power base for generations and are now powerful enough to transform the world. They are a class of parasite that has now managed to take over entire governments.

Jeff Thomas | Nov 9, 2022

In his inaugural address in 1961, new President John Kennedy gave a stirring speech in which he famously stated, “And so, my fellow Americans: Ask not what your country can do for you — ask what you can do for your country. “ He then went on to say, “Finally, whether you are citizens of America or citizens of the world, ask of us the same high standards of strength and sacrifice which we ask of you.” Nonsense. John Kennedy was by most measures, one of the better US presidents. But he did believe in the concept that the role of the people of a country should be to serve their country and to sacrifice themselves to it. Again… nonsense. Let’s put this in perspective.

Jeff Clark | Nov 9, 2022

It's out! The showdown between the Fed and Gold, my keynote from New Orleans Conf.

Jeff Clark | Oct 25, 2022

As Fed Chairman Jerome Powell made clear last month, the US central bank will be “resolute” in fighting inflation. That translated into sharply higher interest rates, and as a result a soaring US dollar. The Fed approved a third consecutive 75-basis-point hike in September, the fifth raise this year, the most aggressive move since the 1980s. The US dollar soared in response, pressuring many assets including precious metals since they’re priced universally in dollars. Our ITV report looks at the performance of precious metals and other major asset classes in the third period of 2022, along with year-to-date. We also highlight the conditions that will likely impact them in the final quarter of the year.

Jeff Thomas | Oct 25, 2022

In the late eighteenth century, Bishop George Berkeley posed the question, “If a tree falls in a forest and no one is there to hear it, does it make a sound?” Since that time, generations of university philosophy professors have required their students to consider the question. Countless classroom time has been taken up in pondering it. In many cases, students would be required to write a report containing their answer and they might even be graded on it. Of course, this is the world of academia, which consists almost entirely of theory, not practical application. But, in the functioning world, it makes not the slightest difference whether the tree makes a sound or not. The lumberjack who actually encounters the tree is unconcerned with the philosophical question. He only cares that he has a tree he can cut. He represents those who produce, rather than those who theorise.

Jeff Clark | Sep 28, 2022

I attended the Precious Metals Summit in Beaver Creek, Colorado last week. This is where the big boys and girls go—fund managers, institutional investors, bank analysts, top geologists, and CEOs of hundreds of mining companies (not just their investor relations people). It’s not your normal investment conference. There are presentations from companies and industry leaders, but it’s mostly one-on-one meetings with companies. I actually had to apply and be interviewed before I was accepted to attend. This is not really designed for the retail investor. But it was very productive, as I got to rub elbows with some of the more well-known and successful people in the industry (and some not so successful). It was also in a beautiful setting, an outdoor playground for skiers and hikers.

Jeff Thomas | Sep 19, 2022

In a previous article, Will Globalism Succeed, I described the likelihood of the success of the globalist plan to take over the world. My take on the question is that the plan will fail. But why should that be? Well let’s have a look at it.

Jeff Thomas | Sep 7, 2022

As the Great Unravelling progresses, we shall be seeing many negative developments, some of them unprecedented. Only a year ago, the average person was still hanging on to the belief that the world is in a state of recovery; that, however tentative, the economy was on the mend. And this is understandable. After all, the media have been doing a bangup job of explaining the situation in a way that treats recovery as a general assumption. The only point of discussion is the method applied to achieve the recovery, but the recovery itself is treated as a given. However, as thorough a distraction as the media (and the governments of the world) have provided, the average person has begun to recognise that something is fundamentally wrong. He now has a gut feeling that, even if he is not well-versed enough to describe in economic terms what is incorrect in the endless chatter he sees on his television, he now senses that the situation will not end well.

Jeff Thomas | Aug 23, 2022

In 1796, the US issued its first quarter dollar. On the obverse, it displayed the image of Lady Liberty and, above the image (in case there was any doubt about the message) the word LIBERTY was prominently displayed. The coin was minted from silver (90%) and copper (10%). Over the years, the design of the US quarter changed repeatedly. Then, in 1932, a new quarter (image #1, above) was issued that featured the image of American founding father George Washington. As before, the word, “LIBERTY” appeared above his image – a continuing reminder of the primary principle upon which the US was founded. And, as before, the coin was minted from silver (90%) and copper (10%). So far, so good.

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