Sprott’s Thought’s

Home/Sprott's Thought's

The Palladium Play – Part 2

By Shree Kargutkar Part 2 in our palladium series explores the unique supply/demand fundamentals that support our bullish outlook; Part 1 provided a primer. Palladium's Chronic Supply Deficit Pushes Prices Higher Palladium has been a standout performer, more than doubling in price in three years 2016 to 2018. YTD the white-hot metal is up more [...]

By | 2019-01-18T16:43:16+00:00 January 18th, 2019|Sprott Gold Report, Sprott's Thought's|0 Comments

Flawed Fundamentals Won’t Fly

IF ECONOMISTS DESIGNED AIRPLANES, WOULD YOU FLY? By Albert Lu Source: https://commons.wikimedia.org (cropped) It’s a fair question. Would you? Are their models robust? Are their predictions reliable? In other words, is their science sound? Don’t kid yourself; you know the answer. I suspect even economists would refuse to fly if their colleagues designed [...]

By | 2019-01-11T14:56:53+00:00 January 11th, 2019|Macro Report, Sprott's Thought's|0 Comments

The Palladium Play – Part 1

By John Ciampaglia, CEO Sprott Asset Management. Part 1 in our palladium series provides a primer; Part 2 will explore the unique supply-demand fundamentals that support our bullish outlook. PALLADIUM: THE WHITE-HOT METAL CLIMBED 18% IN 2018 AND DOUBLED IN THREE YEARS Palladium has been on a multi-year run that shows few signs of abating. For [...]

By | 2019-01-04T15:45:41+00:00 January 4th, 2019|Sprott's Thought's, ST Send|0 Comments

Gold-Backed Cryptos: Doug Casey and Rick Rule Talk Potential of Digital Currency

By Nick Giambruno Doug Casey, Author of “Speculator” and “Drug Lord” Advocates of sound money have dreamed of a gold-backed digital currency for many years. Now, with the advent of blockchain technology, the dream of a viable, gold-backed digital currency is finally coming true. And the potential is enormous. Dozens of gold-backed digital [...]

By | 2019-01-03T22:52:14+00:00 January 4th, 2019|Sprott's Thought's, ST Send|0 Comments

Eric Sprott: “Are We Surprised Stocks Are Going Down? We Shouldn’t Be.”

By Albert Lu Eric Sprott, Chairman Emeritus of Sprott Inc. Stocks crashed on Monday before surging back in dramatic fashion on Wednesday following Christmas. But the 1000-point run didn’t last long. The market sank dramatically again on Thursday before staging a late-session comeback in a swing that saw the Dow Jones Industrial Average [...]

By | 2018-12-31T12:36:24+00:00 December 28th, 2018|Macro Report, Sprott's Thought's|0 Comments

Markets Admonish Fed: Powell Sends Stocks Tumbling

By Albert Lu Photo Source: The Federal Reserve Federal Reserve Chairman Jerome Powell spoke and the market didn’t like what it heard. “Powell basically told you the Fed put is dead,” was hedge fund titan David Tepper’s assessment of the chairman’s prepared remarks delivered on Wednesday, following the Fed’s scheduled two-day policy meeting. “Everything is [...]

By | 2018-12-22T13:48:43+00:00 December 21st, 2018|Macro Report, Sprott's Thought's|0 Comments

Sprott Gold Report: Housing Crunch

By Trey Reik, Senior Portfolio Manager, Sprott Asset Management USA, Inc. As we enter the holiday season, we close out our review of fundamentals suggesting Fed tightening is nearing completion. Our contention remains that the Federal Reserve’s dual policy agenda of simultaneous rate hikes and balance sheet reduction is crimping global dollar liquidity to the [...]

By | 2018-12-22T13:01:14+00:00 December 19th, 2018|Sprott Gold Report, Sprott's Thought's|0 Comments