Trump’s Great Rotation – Patiently Accumulating Gold Without Losing Your Mind

Ladies and gentlemen, it’s been quite a week for asset classes around the globe. Various sharp reactions have rippled across several continents. Severe reversals in equities, bonds, currencies, and precious metals stumped forecasters and created dislocations even more vast than the prior teetering imbalances.

Here’s the current narrative: after plummeting overnight as Trump’s election became reality and the futures went limit down, a dramatic rush higher occurred as everyone suddenly realized that in order to rebuild American infrastructure, cut taxes, and expand the military we would have to have fiscal stimulus and the issuance of massive quantities of new debt. A rotation took place out of technology, healthcare, and other sectors that had led the way in recent years and went into utilities, industrials, and financials.

So why was the market reaction to a rising probability of a Trump victory so negative?
What changed?
Was it really his victory speech?
Is it really chatter about deregulating Dodd-Frank?
Wasn’t the world supposed to end?
Did everyone all at once decide to jettison the corporate media narrative?
What about all the supposed instability?

While this can be extremely confusing, if you know what to look for you can come up with a much simpler, more cohesive narrative that accurately captures recent dynamics. First, let’s take a look at gold from election night until now:

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Quite the set of waterfalls! So how does gold go from $1270 to $1340 and back to $1220 in 72 hours? Taking a step back and a more macro view we can see a couple things taking place. Trump’s election has caused absolute havoc in foreign currencies. This has made the dollar look stronger on a relative basis. Remember, the value of the dollar isn’t measured against anything tangible, but rather against other fiat currencies. With our current, insane monetary structure still operating in the background, when a foreign currency depreciates the value of gold in dollars tends to go down. Go figure.

Continue reading “Trump’s Great Rotation – Patiently Accumulating Gold Without Losing Your Mind”

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The Dawn Of A New Era

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45 Thus saith the Lord to his anointed, to Cyrus, whose right hand I have holden, to subdue nations before him; and I will loose the loins of kings, to open before him the two leaved gates; and the gates shall not be shut;

I will go before thee, and make the crooked places straight: I will break in pieces the gates of brass, and cut in sunder the bars of iron:

And I will give thee the treasures of darkness, and hidden riches of secret places, that thou mayest know that I, the Lord, which call thee by thy name, am the God of Israel.

For Jacob my servant’s sake, and Israel mine elect, I have even called thee by thy name: I have surnamed thee, though thou hast not known me.

I am the Lord, and there is none else, there is no God beside me: I girded thee, though thou hast not known me:

That they may know from the rising of the sun, and from the west, that there is none beside me. I am the Lord, and there is none else.

I form the light, and create darkness: I make peace, and create evil: I the Lord do all these things.

Drop down, ye heavens, from above, and let the skies pour down righteousness: let the earth open, and let them bring forth salvation, and let righteousness spring up together; I the Lord have created it.

Woe unto him that striveth with his Maker! Let the potsherd strive with the potsherds of the earth. Shall the clay say to him that fashioneth it, What makest thou? or thy work, He hath no hands?

10 Woe unto him that saith unto his father, What begettest thou? or to the woman, What hast thou brought forth?

11 Thus saith the Lord, the Holy One of Israel, and his Maker, Ask me of things to come concerning my sons, and concerning the work of my hands command ye me.

12 I have made the earth, and created man upon it: I, even my hands, have stretched out the heavens, and all their host have I commanded.

13 I have raised him up in righteousness, and I will direct all his ways: he shall build my city, and he shall let go my captives, not for price nor reward, saith the Lord of hosts.

14 Thus saith the Lord, The labour of Egypt, and merchandise of Ethiopia and of the Sabeans, men of stature, shall come over unto thee, and they shall be thine: they shall come after thee; in chains they shall come over, and they shall fall down unto thee, they shall make supplication unto thee, saying, Surely God is in thee; and there is none else, there is no God.

15 Verily thou art a God that hidest thyself, O God of Israel, the Saviour.

16 They shall be ashamed, and also confounded, all of them: they shall go to confusion together that are makers of idols.

17 But Israel shall be saved in the Lord with an everlasting salvation: ye shall not be ashamed nor confounded world without end.

18 For thus saith the Lord that created the heavens; God himself that formed the earth and made it; he hath established it, he created it not in vain, he formed it to be inhabited: I am the Lord; and there is none else.

19 I have not spoken in secret, in a dark place of the earth: I said not unto the seed of Jacob, Seek ye me in vain: I the Lord speak righteousness, I declare things that are right.

20 Assemble yourselves and come; draw near together, ye that are escaped of the nations: they have no knowledge that set up the wood of their graven image, and pray unto a god that cannot save.

21 Tell ye, and bring them near; yea, let them take counsel together: who hath declared this from ancient time? who hath told it from that time? have not I the Lord? and there is no God else beside me; a just God and a Saviour; there is none beside me.

22 Look unto me, and be ye saved, all the ends of the earth: for I am God, and there is none else.

23 I have sworn by myself, the word is gone out of my mouth in righteousness, and shall not return, That unto me every knee shall bow, every tongue shall swear.

24 Surely, shall one say, in the Lord have I righteousness and strength: even to him shall men come; and all that are incensed against him shall be ashamed.

25 In the Lord shall all the seed of Israel be justified, and shall glory.

Isaiah 45

The Compromised Religion In A Corrupted Time – Pastor Carter Conlon – Times Square Church – 11.06.2016

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With the presidential election almost upon us and the church as divided as the nation, it is incumbent upon us to soften our hearts, humble ourselves, and seek the will of God. If we are not unified, then we won’t see the power of God in our generation and untold numbers will perish without faith in Jesus Christ. This is a moment in history that will live on into eternity. In a time when we are making a political choice, I pray that we are all cognizant of the greater choice that we must all make. No matter the outcome, we have a job to do, a calling to answer, and a purpose to fulfill. All glory to God and to our Lord and Savior Jesus Christ!

The Compromised Religion In A Corrupted Time – Pastor Carter Conlon – Times Square Church – 11.06.2016

15 Call upon Me in the day of trouble;
   I will deliver you, and you shall glorify Me.”

16 But to the wicked God says:
   “What right have you to declare My statutes,
   Or take My covenant in your mouth,
17 Seeing you hate instruction
   And cast My words behind you?
18 When you saw a thief, you consented with him,
   And have been a partaker with adulterers.
19 You give your mouth to evil,
   And your tongue frames deceit.
20 You sit and speak against your brother;
   You slander your own mother’s son.
21 These things you have done, and I kept silent;
   You thought that I was altogether like you;
   But I will rebuke you,
   And set them in order before your eyes.

22 “Now consider this, you who forget God,
   Lest I tear you in pieces,
   And there be none to deliver:
23 Whoever offers praise glorifies Me;
   And to him who orders his conduct aright
   I will show the salvation of God.”

Psalm 50:15-23

The Next Leg Up In Gold And Silver?

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With paper gold climbing back to the $1,300 area today, some context for these moves is in order. In my article from early October (Bear Raid Sirens Sounding For Gold And Silver – How A Precious Metals Enthusiast Responds) tracking that ugly red candle during the week-long market holiday in China I wrote the following:

Is the bull market over?

No.

What should I do?

You should do what you do whenever something you want goes on sale: buy. Nothing about the investment thesis for gold and silver has changed. Even if risk parity funds are forced to unload low volatility and countercyclical assets in order to compensate for leverage in other asset classes creating a bizarre scenario where risk off doesn’t mean what it usually does, the case for precious metals due to global risks is only growing stronger. In other words, don’t get shook out because of some algorithm driven asset reallocation breakdown that has absolutely nothing to do with the bigger picture. If this makes you want to sell, then you should check your conviction in the original thesis. Don’t get flushed. The weak hands always get forced out before the real move can begin.

I have a feeling that the $1,250 price area is going to look like an incredible buy in a relatively short time. Because the price action is still controlled, we’ll need to see some more constructive action. Silver looks even stronger and has demonstrated the potential to move upward with purpose during this nascent bull market for the precious metals in 2016:

silver11-02-2016

Continue reading “The Next Leg Up In Gold And Silver?”

Ross Powell of Survival 401k – Full Spectrum Preparation: Political Perspectives

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Ross Powell is the founder of Survival 401k, a specialty financial services company that provides hard-asset based retirement account solutions and preparation recommendations. Please visit his website and read more at the end of the article.

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Scenario planning is a basic structure of preparation. While the full spectrum preparation mindset includes the fundamentals of physical supplies and invaluable skills, it also ventures into the broader realms of strategic evaluation. This expansion of focus can present significant obstacles to achieving maximum effectiveness. Since the stakes involve everything up to and including the future that we and our families will encounter, we must be aware of these obstacles as well as the decision-making parameters that will guide us in applying our full spectrum preparation mindset. The central question here is about control, and the central topic here is political perspectives.

Political realities are critically important, and we have no control over that fact. Like it or not, it is readily apparent that politics plays a significant role in determining the types of outcomes that we will need to prepare for. Of course, by default we should plan for the worst case scenario, but even so, the probabilities of various events will certainly be altered by the ever-shifting political winds. The current election cycle in the US has given us a first-hand encounter with both the importance of political outcomes and the uncertainty that can be created by the prospect of political disruption and divergence. It would be wise to avoid ruling out any scenario at this time, and the lack of clarity can be frustrating unless we acknowledge that it is unavoidable.

Continue reading “Ross Powell of Survival 401k – Full Spectrum Preparation: Political Perspectives”

The Amateur Society: Revising Reality From Fundamental Cosmology To The Presidential Election

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Amateurs,

Our regular open call will take place tonight, Monday 10/24, at 8:00pm eastern time via Skype. To join in please send us a contact request on Skype by searching for our account name amateursociety. If you have any questions or need clarification, please drop us a line on the contact page here or email us directly at amateursociety@gmail.com.

If it seems like the unorthodox and the unbelievable are becoming daily occurrences in the political realm, then surely we can at least know that our fundamental understanding of physics and the universe is solid and constant… Right? It turns out that new research is calling into question the standard model conclusion that the universe is expanding at an accelerating rate, a strange result that astronomers and physicists have attributed to ‘dark energy’ – a mysterious quantity that we can’t describe or explain except by saying that the expansion of the universe is accelerating and something must be causing it so we have to give whatever it is a name. Current science across many disciplines is not as dogmatic as it would appear. Contrary to popular belief, the science itself is never settled.

Marginal evidence for cosmic acceleration from Type 1a supernovae

Tonight we’re going to open with this scientific discussion before continuing into what this implies from philosophical and worldview perspectives. From there we will transition into the ever-shifting reality of the Presidential election and discuss the mechanism through which perception determines reality. Who is more enthusiastic? Who is likely to win? What will the ultimate outcome be? Even though we don’t know for sure it isn’t going to stop us from analyzing the possibilities.

Bring your questions to our open forum and join us for another lively meeting of The Amateur Society. We look forward to having you with us. Stay safe and God bless!

-Steven

Lift Up Your Head

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The final Presidential debate of the 2016 election is tonight.
The final stages of the global financial Ponzi scheme are likely upon us.
The final period of peace before major war may be taking place right now.

With the current deluge of information – another few thousand files leaked every day, another pile of articles and reports to sort through, and another boatload of decisions to make and analyze – it can seem impossible to know where to look. The faster your head spins the harder it is to stay focused on anything. Even seasoned observers, veteran investigators, and commentators with substantial resources of time and manpower are unable to keep up with even a fraction of the whole picture.

So what are amateurs like us to do?

Continue reading “Lift Up Your Head”