On Corruption, Propaganda and Autocracy
Are there any members of our legislatures left who aren’t taking their marching orders from corporations and special interest groups, even when it hurts the voters who put them into office?
Strategic Updates
Peter Cavelti’s essays have been printed and quoted in papers, magazines and newsletters internationally, including The Wall Street Journal, Barron’s, The Financial Times, the Financial Post, The Globe and Mail, Money, Personal Finance and World Link. Peter releases new commentary as inspired by current events and the desire to share information with an independent, unbiased voice.
Of Generals and Central Bankers
How will America’s botched Afghanistan exit impact the geopolitical balance? What safe haven investments are there left? We’re addressing two questions that seem to be on everyone’s mind and explain why caution is advised.
Gold: Narrative and Reality
We review gold’s fundamentals and conclude that they’ve rarely looked this constructive. We also take a close look at different gold investment alternatives.
Gray Rhinos
“Gray Rhinos” (clearly visible, but nevertheless ignored threats) are everywhere. We explore the concept and investigate the root causes of today’s disfunction. We also look at whether the past half-century of failed leadership warrants a Great Reset. Finally, we comment on the dilemma in which central banks and governments find themselves and explain why the spike in inflation may not be temporary.
An Update on Gold, A Primer on Cryptos
Several readers have asked about crypto-currencies, especially in the context of the dramatic advance most digital assets experienced between early February and mid-April. Did the crypto space attract capital that might otherwise have flowed into gold?
An Absence of Trust
On the surface that appears to be a good thing. As experts of almost any stripe and colour expose themselves as no more than a source of one specific opinion, it becomes imperative that we strip ourselves of our confirmation bias, study opposing viewpoints, and take responsibility.
Gold: Ready for Round Two
We review the yellow metal’s explosive rise and the healthy correction that followed. Looking forward, we offer seven reasons why another robust advance should soon unfold. We continue to view a portfolio inclusion of gold as imperative.
Of Fear and Fatigue
What does a prolonged climate of fear and the resulting fatigue do to individuals, society, the financial markets, the shaping of our future and future generations? And what kind of world do we want to create?
Gold and Money
In today’s update we explore gold’s monetary role, in history and in today’s context. Peter Cavelti also responds to the two questions he is asked most frequently
The Next Seven Weeks
We elaborate on the four factors that will dominate the ramp-up to the U.S. presidential election: power politics, the election aftermath, central bank posturing, and Covid-19 dynamics.
Gold: A Healthy, Sustainable Uptrend
Money supplies are sky-rocketing, debt is being monetized, interest rates are falling.
A Second Catalyst
I’m deviating from my usual quarterly format, primarily because events warrant an update. Since I last wrote just eight weeks ago, we’ve gone through a number of Covid-19 induced changes. The most visible fallout is on the economic front, where GDP contraction and employment loss remind of the Great Depression.