Venture Society

08/28/2020

Inflation Is Here — The Fed Just Doesn’t Know Where to Look

Early this morning when I sat down to write, I was resigned to talk about how the real economy is faring. I had some charts lined up to talk about mobility data, retail sales, imports, transportation, and how back to school plans are likely to fare. Spoiler alert – they’re […]
08/24/2020

An Exclusive Interview with Mining’s Renaissance Man

It was 3am in the morning when mining’s Renaissance Man turned to his wife and told her to write down a reminder. The next morning, she said… “By the way, last night you told me to write down ‘buy silver mines’… so I’m also going to add this – that […]
08/21/2020

Yellow Brick Road: The Path Back to the Gold Standard Leads Through China

After an elbow injury forced me to quit playing baseball in college, I unexpectedly found myself with a lot of extra time on my hands. Some of that time was spoken for. I had started to add in some advanced music classes to my heavy science course-load, and switched my […]
08/17/2020

Fear Of Missing Out: Gold Stocks vs Gold Price

The volume of emails and questions I get asking to buy XYZ gold or silver stock is at the highest level in a long time. And it’s coming from seasoned and new investors and subscribers alike. Be patient and always remember the quote from Charlie Munger: “It takes character to […]
08/12/2020

Blood Suckers: Banks’ Refusal to Lend Will Cause a Crisis

The day-to-day work of financial and industrial analysis involves a lot of digging through data. First, I have to locate a data source, which can take a long time and a lot of reading. Then, I need to the get familiar with the numbers – their overall quality, sources, and […]
08/11/2020

Blood Suckers: Banks’ Refusal to Lend Will Cause a Crisis

The day-to-day work of financial and industrial analysis involves a lot of digging through data. First, I have to locate a data source, which can take a long time and a lot of reading. Then, I need to the get familiar with the numbers – their overall quality, sources, and […]
08/07/2020

The Dawn of Gold

Many believe July 2020 was one for the gold history books, but it wasn’t even a top 10 move in gains for gold historically. In fact, last month’s big move in gold to all-time U.S. Dollar highs was the 23rd best spot monthly return. Let that sink in. A new all-time […]
08/06/2020

From Graceland to Homeless: Looming Evictions Require Swift Action

There are a few records that transport me back to a particular time and place, no matter when or where I listen to them. That’s not exactly uncommon – the link between music and memory is well documented – but it’s always deeply personal. In fact, it’s so personal and […]
08/04/2020

Rock You Like a Hurricane… errr, Tropical Storm

Under normal circumstances, this is the space where I typically write a brief, sweeping narrative about a topic near and dear to my heart. But Hurricane Isaias – excuse me, Tropical Storm Isaias – is currently dumping gallon after gallon of water on my house. Winds aren’t expected to be […]
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