Minimize

Welcome!

Gold vs gold stocks and silver – It’s all about inflation expectations when this virus is behind us

Cory
March 31, 2020

Dave Erfle joins me to balance the recent moves in gold against gold stocks and silver. Gold clearly has a much better chart pattern than gold stocks or silver but recently the stocks and silver have been holding up slightly better. This brings us into a discussion about inflation and expectations when this virus is behind us and we finally get back to some form of daily life.

Click here to visit Dave’s site and learn more about his newsletter.

Discussion
9 Comments
    Mar 31, 2020 31:34 AM

    I don’t much agree with Dave about the money that will be put in the hands of the public by the govt. will lead to inflation. I say that because this is money that will probably go to pay bills and mortgages and these are bill that would have been paid anyway, so no new money will be circulating into the system.

    Or I should say it will be new money created by the govt. but it will go places to pay existing bills and not to new discretionary purchases.

    Now on the other hand, the other four billion or so that will go to the bankers and corporations may very well, at least partially, head to the stock market and we will see renewed inflation in the equity markets.

      Mar 31, 2020 31:28 PM

      This article was interesting to me because I am a master gardner. Always plant a big one. Apparently, it’s getting popular with a lot of others. Inflation (rising prices) could very well hit your local grocery store! http://endoftheamericandream.com/archives/supplies-are-starting-to-get-really-tight-nationwide-as-food-distribution-systems-break-down

      Mar 31, 2020 31:50 PM

      This is a valid point John and one I have reiterated many times in the past. Regarding the extra $4 trillion, if it does indeed go no further than big business and banks, then it will be no different to what happened in 2011-13 where the QE programs were limited to Wall St with Main St missing out. Inflation on the general markets, and out of this current crisis, possible stagflation within the average community. Hidden inflation, a bulging balance sheet and a general rise in cost of living, I hope gold and silver can eventually look past this scam and respond in kind.

    Mar 31, 2020 31:39 AM

    Oops—-I meant to say 4 trillion, not 4 billion will go to the bankers and corporations.

    Mar 31, 2020 31:04 PM

    Great Bear announces its spin off Royalty date of record to March 16; one royalty share per 4 common share

    Mar 31, 2020 31:40 PM

    On March 31, 2020 at 12:32 pm,
    OOTB Jerry says:
    Like Duh………where is the GOLD
    https://www.zerohedge.com/commodities/comex-cant-find-any-400-oz-bars-its-new-gold-futures-contract

    Reply to this comment
    On March 31, 2020 at 12:37 pm,
    OOTB Jerry says:
    Fast forward March 30, and with the new ‘Gold Enhanced Delivery futures’ contract ready to start trading, the COMEX daily gold vault inventory report (which lists nine approved vaults in New York City and surrounding areas) has just been published showing a new set of lines items for 400 oz bars, but, and here is the punchline, there are absolutely no 400 oz gold bars listed on the entire report. Not one.

    Reply to this comment
    On March 31, 2020 at 12:38 pm,
    OOTB Jerry says:
    Hey DOC,……what do you think……?

    Reply to this comment

      Mar 31, 2020 31:44 PM

      Comex../LBMA…..gold pricing…….is only MANIPULATION…….and going to make as many people that are stupid…..throw in their gold…..LOW prices will cause some to throw up their gold for sure…….What a racket ……JMO

    Mar 31, 2020 31:02 PM

    Peter Schiff tells it like it is…

    America is Already a Socialist Nation
    https://www.youtube.com/watch?v=ZvYg24Jf2jI

      Apr 01, 2020 01:49 AM

      Yep……..sure is……