If You've Got Gold, You've Got Money!
Dollar Supply Creates Dollar Demand, Report 2 June by Keith Weiner for Monetary Metals We have been discussing the impossibility of China nuking the Treasury bond market. We covered a list of challenges China would face. Then last week we...
The Crime of ‘33 plus Gold / Silver Report by Keith Weiner for Monetary-Metals Last week, we wrote about the impossibility of China nuking the Treasury bond market. Really, this is not about China but mostly about the nature of...
China’s Nuclear Option to Sell US Treasuries plus Gold / Silver Report by Keith Weiner for Monetary-Metals There is a drumbeat pounding on a monetary issue, which is now rising into a crescendo. The issue is: China might sell its...
The Monetary Cause of Lower Prices plus Gold / Silver Report by Keith Weiner for Monetary-Metals We have deviated, these past several weeks, from matters monetary. We have written a lot about a nonmonetary driver of higher prices—mandatory useless ingredients....
Nonmonetary Cause of Lower Prices plus Gold / Silver Report by Keith Weiner for Monetary-Metals Over the past several weeks, we have debunked the idea that purchasing power—i.e. what a dollar can buy—is intrinsic to the currencyitself. We have discussed...
The Spreads Blow Out by Keith Weiner for Monetary-Metals The bid-ask spread of both (spot) gold and silver has blown out. Both, on March 1. In gold, the spread had been humming along around 13 cents—gold is the most marketable...
Enslaved by Charlatans? Gold / Silver Report by Keith Weiner for Monetary-Metals We have a postscript to our ongoing discussion of inflation. A reader pointed out that Levis 501 jeans are $39.19 on Amazon (in Keith’s size—Amazon advertises prices as...
The Two Faces of Inflation plus Gold / Silver Report by Keith Weiner for Monetary-Metals We have a postscript to last week’s article. We said that rising prices today are not due to the dollar going down. It’s not that...
Debt and Profit in Russell 2000 Firms by Keith Weiner for Monetary-Money This week, the Supply and Demand Report featured a graph of debt vs profitability in the Russell 2000. Here’s the graph again: This graph shows a theme that...
New Inflation Indicator plus Gold / Silver Report by Keith Weiner for Monetary-Metals Last week, we wrote that regulations, taxes, environmental compliance, and fear of lawsuits forces companies to put useless ingredients into their products. We said: “For example, milk...
What Causes Loss of Purchasing Power plus Gold / Silver by Keith Weiner for Monetary-Metals We have written much about the notion of inflation. We don’t want to rehash our many previous points, but to look at the idea of...
Will Basel III Send Gold to the Moon plus Gold / Silver Update by Keith Weiner for Monetary-Metals A number of commentators have predicted that the rules of the Basel III bank regulations will cause gold to skyrocket (no, this...
Monetary Innovation in the Ancient World plus Gold / Silver Report by Keith Weiner for Monetary-Metals We think we are the only generation to be smart. In the 19th century, they did not have the internal combustion engine. In the...
On Board Keynes Express to Ruin plus Gold / Silver Report by Keith Weiner for Monetary-Metals Last week, I ranted about the problem with our monetary system and trajectory: falling interest rates is Keynes’ evil genius plan to destroy civilization....
