Political and Bureaucratic Reform - Dominic Cummings - The Hollow Men

Interesting agenda for change from someone now in the centre of British Government

https://dominiccummings.com/2014/06/16/gesture-without-motion-from-the-hollow-men-in-the-bubble-and-a-free-simple-idea-to-improve-things-a-lot-which-could-be-implemented-in-one-day-part-i/

https://dominiccummings.com/2014/10/30/the-hollow-men-ii-some-reflections-on-westminster-and-whitehall-dysfunction/

Gold Show Companies

Precious Metal Summit Zurich 2019 Webcasts

Denver Gold Show 2019 Webcasts

NewGenGold Conference
In Depth Company Deposit Presentations
2019
Prior Years

Price Per Production Oz vs AISC for 50 Gold Producers

Ron Stewart on Twitter 

Capturing the Breakout in Gold & Gold Stocks - Sprott - Tocqueville

Wide discussion of Gold and Mining Investment

Webcast       PDF

Precious Metals Summit Beaver Creek Colorado 2019

Companies

Presentation Webcasts and PDFs

How to Ride the Gold & Silver Bull - Rick Rule - Brien Lundin - Peak Prosperity Chris Martenson

Discussion of drivers and tactics for the Precious Metals Bullmarket

Ray Dalio - The Three Big Issues and the 1930's Analogue

More from Dalio - HERE
The most important forces that now exist are: 
1) The End of the Long-Term Debt Cycle (When Central Banks Are No Longer Effective) 
+2) The Large Wealth Gap and Political Polarity 
+3) A Rising World Power Challenging an Existing World Power 
= The Bond Blow-Off, Rising Gold Prices, and the Late 1930s Analogue

Negative Yielding Bonds vs Gold

Sprott Chart HERE

The Problems of US Dollar Reserve Currency - Mark Carney at Jackson Hole. Dollar's Exorbitant Privilege Coming to an End - JP Morgan

One of the elite Central Bankers, and Goldman Alumni on the problems of US Dollar as Reserve Currency. 

The ultimate devaluation of Fiat Currencies should be against Gold.

BoE Carney Paper HERE

Discussions HERE and HERE

JP Morgan advising clients to prepare for Dollar devaluation by holding 5% in Gold.

5% Holding HERE

JPM on USD Exorbitant Privilege HERE

Ray Dalio - Paradigm Shifts and Gold

"Most people now believe the best “risky investments” will continue to be equity and equity-like investments, such as leveraged private equity, leveraged real estate, and venture capital, and this is especially true when central banks are reflating. As a result, the world is leveraged long, holding assets that have low real and nominal expected returns that are also providing historically low returns relative to cash returns (because of the enormous amount of money that has been pumped into the hands of investors by central banks and because of other economic forces that are making companies flush with cash). I think these are unlikely to be good real returning investments and that those that will most likely do best will be those that do well when the value of money is being depreciated and domestic and international conflicts are significant, such as gold. Additionally, for reasons I will explain in the near future, most investors are underweighted in such assets, meaning that if they just wanted to have a better balanced portfolio to reduce risk, they would have more of this sort of asset. For this reason, I believe that it would be both risk-reducing and return-enhancing to consider adding gold to one’s portfolio. I will soon send out an explanation of why I believe that gold is an effective portfolio diversifier." 

https://www.linkedin.com/pulse/paradigm-shifts-ray-dalio/

Gold Breakout

Charlie Morris at Atlas Pulse - HERE


Correlations of gold price to real rates and matrix gold price against rates and inflation.

and gold vs investment flows

Gold as % if investable assets
"Gold ETF holdings used to represent 1% of US equity market cap in 2011, a number which has dropped to 0.3%. That is gold used to be equivalend weight as Exxon, a global giant, has now dropped to Starbucks. Gold doesn’t seem like a crowded trade to me."

AME Roundup 2019

Coreshack Companies

Abstracts