Sprott’s Thought’s

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Capturing the Breakout in Gold and Gold Stocks

Ed Coyne, Senior Managing Director, National Sales at Sprott Asset Management, joins special guests Doug Groh and Ryan McIntyre, Portfolio Managers at Tocqueville Asset Management, to discuss their current outlooks for gold bullion and gold equities. They explain why the current bull market is just in its early stages, and suggest the optimal gold portfolio [...]

By | 2019-10-15T13:05:18-04:00 October 15th, 2019|Insights|0 Comments

Gold’s September Pullback is Healthy

Despite the gold price consolidating in September, investors continued to aggressively increase their positions. Following gold’s very sharp rise since May, September’s correction was not unexpected. We believe it is reflective of a new consolidation phase, and likely to be short term in nature. All factors that we consider to be significantly correlating [...]

By | 2019-10-03T12:30:42-04:00 October 3rd, 2019|Insights|0 Comments

Negative Rate Folly

The Best Time to Allocate to Gold? In our view, gold’s role as a non-correlating store of value has rarely offered more portfolio utility than it does today....The most troubling legacy of contemporary central banking has been the emergence of negative nominal interest rates. The fact that they actually exist, only highlights the [...]

By | 2019-09-16T11:11:39-04:00 September 11th, 2019|Insights, Sprott's Thought's|0 Comments

Platinum Joins the Metals Rally

Platinum price is undervalued relative to gold and palladium. Platinum may claim 2019 as a turning point year despite a volatile first eight months. From the start of January to Thursday, August 29, platinum’s spot price has jumped 15.27%. Many indications point that platinum’s multi-year period of stagnation may finally be ending. Read [...]

By | 2019-09-03T11:27:37-04:00 August 29th, 2019|Insights, Sprott's Thought's|0 Comments

Webinar: How To Ride The Gold (And Silver) Bull 

Rick Rule at The New Orleans Investment Conference The prospects for further gold and silver price appreciation have rarely looked this strong. With stocks and real estate suddenly showing vulnerability, it’s no surprise gold has finally pierced through its six-year trading range. Suddenly, capital needs a safe haven. But if history is any [...]

By | 2019-08-27T18:49:04-04:00 August 27th, 2019|Global Resource Insights, Sprott's Thought's|0 Comments

Minsky Moment

By Trey Reik Gold is clearly responding to a global pivot by central bankers back towards concerted monetary easing, and the intractable nature of excessive global debt levels suggests we are in the very early innings of the developing easing cycle. In short, for gold this is the real deal and we suspect [...]

By | 2019-08-22T16:51:21-04:00 August 19th, 2019|Insights|0 Comments