Saturday , January 18 2020
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Jay Taylor



Articles by Jay Taylor

David Rosenberg on Stocks, Bonds, Commodities & Gold for 2020

3 days ago

David Rosenberg, Corwin Coe, John Rubino are guests this week’s radio program.
If you have ever watched mainstream financial TV shows, you will have seen David. He has always been one of the most entertaining and provocative main stream economists in Canada and the U.S. But now he is going on his own. Why so? In his words, “Look, I’m at a stage of my career where I want to devote more time to what my passion is. And my passion is research, my passion is writing, my passion is speaking – all the above and connecting the dots between what’s happening in the broad economy and formulating a cogent and coherent investment strategy.” David shares some of his thoughts on those major topics next week.
One of the two stocks your host chose as a top pick for 2020 was Sitka Gold Corp. Corwin Coe

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David Rosenberg on Stocks, Bonds, Commodities & Gold for 2020

3 days ago

Jay introduces the guests and sponsors for the day’s program and John Rubino gives his views on the U.S. dollar, stocks and commodities for the new year. Corwin Coe, CEO and Director of Sitka Gold, give background information and talks about the micro-cap company’s prospects on three drill ready properties. David Rosenberg, the founder and president of Rosenberg Research & Associates, shares his thoughts on stocks, bonds, commodities and gold for 2020.https://jaytaylormedia.com/media/taylor20200114.mp3 Download

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Mixed Safe Haven Messages

5 days ago

The picture provided by the key metrics on your left might appear to be confusing. Gold was significantly higher but so were stocks. Also confusing might be one safe haven (gold) was up while the mainstream’s safe haven (T-Bonds) were down. Now it’s likely part of the reason for the decline in the T-Bond was due to continued confidence, albeit misplaced, in stocks. A lack of ramped up hostility between Iran and the U.S. after the Iranian general was assassinated no doubt boosted confidence in American power and a feeling among investors that America is indestructible. Your editor of course doesn’t believe that propaganda for one minute.
As Eisenhower warned Americans, most superpowers are destroyed from within, not from outside force. I could argue any number of areas where America is in

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Bond Worries & Gold

10 days ago

Guests include Alasdair Macleod, Michael Oliver, Dr. Quinton Hennigh & Hamish Greig.
Treasury bond yields may continue to rise, exposing the debt trap the US government finds itself in. Market participants don’t realize it yet, but the global monetary system is spinning out of control. This will become obvious as the crisis stage of the credit cycle, now upon us, becomes evident.
Alasdair believes the outlook for monetary inflation is dire. Indeed, it was recently reported that 90% all new US Treasury borrowings since September had to be funded by the Fed in order to avoid crash-inducing rising interest rates. It’s hard to think of a more worrisome but bullish picture for gold as measured in US dollars. Alasdair will explain the dynamics.
Michael will comment on his prescient call for a

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Bond Worries & Gold

10 days ago

Jay introduces the guests and sponsors for the day’s program and Michael Oliver comments on his prescient call for a declining dollar and rising commodities. Quinton Hennigh and Hamish Greig, with Lion One Metals, discuss an exceptionally exciting Lion One high-grade gold discovery in Fiji. Alasdair Macleod explains why he believes the outlook for monetary inflation is dire and talks about the bullish picture of gold as measured in US dollars.https://jaytaylormedia.com/media/taylor20200107.mp3 Download

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Alasdair Macleod and Michael Oliver Agree on Outlook

12 days ago

Looking at key market metrics, it seems we have had a tinge of a risk off syndrome and perhaps a small whiff of inflation. I say that because stocks have been weak over the past week of trading while Treasuries and gold have been quite strong. A whiff of inflation may be evident with the Rogers Raw Materials up a bit and silver quite strong.
Michael’s Major Market Watch
Michael Oliver has been talking about two very quiet but major markets to watch for a hint at when gold may begin its next move. Those two markets are the Dollar Index (below left) and the Bloomberg Commodity Index (below right). Both of these markets were shown as of December 27. Regarding the Dollar Index this is what Michael wrote at the end of last week in his 360 Weekend Report:
“We had suspected that when the Dollar

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Making Money in Mining Stocks in 2020 Part II

17 days ago

Eric Coffin, John Kaiser & Chen Lin are guests for this week’s show. Your host asks them each to provide their views on the following issues: 1) Based on their economic outlook which markets do they think will be strong in 2020? 2) What was their best stock pick in 2019? 3) What are their top two picks for 2020? Your host will also lay out his views on all of those three issues as well and bring you up-to-date on Michael Oliver’s latest views on the dollar, commodities, precious metals and other markets of interest.
AudioYou Tube
Eric Coffin is the editor of the HRA (Hard Rock Analyst) family of publications. Responsible for the “financial analysis” side of HRA, Coffin has a degree in corporate and investment finance. He has extensive experience in merger and acquisitions and small-company

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Making Money in Mining Stocks in 2020 Part II

17 days ago

Jay introduces the guests and sponsors for the day’s program and Chen Lin talks about what stocks and sectors were winners for the year and names picks for the new year. John Kaiser talks about what companies and sectors did the best for him in 2019 and explains what he believes will work for 2020 and gives some picks. Eric Coffin talks about what companies and sectors did the best for him in 2019 and explains what he believes will work for 2020 and gives some picks.https://jaytaylormedia.com/media/taylor20191231.mp3 Download

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Michael Oliver on Bond Worries and Gold

19 days ago

In his latest weekly article posted at Goldmoney.com, titled, Bond worries and gold, Alasdair Macleod stated the following: “There is evidence that US Treasury bond yields may continue to rise, exposing the debt trap in which the US government finds itself. Market participants don’t realize it yet, but the dollar-based monetary system is spinning out of control. This will become obvious as the crisis stage of the credit cycle, which we now appear to be entering, becomes evident. 
“The outlook for monetary inflation is dire. Not only will governments fund themselves through QE, but central banks will be forced to inflate even more to pay for government deficits significantly greater than currently forecast. And when markets stop taking government statistics on inflation as the Gospel Truth,

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Making Money in Mining Stocks in 2020 Part I

24 days ago

Bob Moriarty, Gwen Preston, Brent Cook and Gregg McCoach are guests for this week’s show. Your host asks them each to provide their views on the following issues: 1) Based on their economic outlook, which markets do they think will be strong in 2020? 2) What was their best stock pick in 2019? 3) What are their top two picks for 2020?
AudioYou Tube
Robert Moriarty was born in New York in 1946. He began training as a military pilot in 1965 and became the youngest Naval Aviator during the Vietnam War in 1966. With two years in Vietnam and some 832 missions in combat, he left the Marine Corps in 1970. He worked in computers for a few years before beginning a 2nd career as a ferry pilot delivering small airplanes all over the world. He made over 240 ocean crossings mostly in single engine

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Making Money in Mining Stocks in 2020 Part I

24 days ago

Jay introduces the guests and sponsors for the day’s program and explains that this week and next he will be interviewing presenters from Metals Investor forum. Bob Moriarty and Brent Cook talks about how they fared in their investments for the year and how they see the markets for 2020 and give top picks. Gwen Preston and Greg McCoach talks about how they fared in their investments for the year and how they see the markets for 2020 and give top picks.https://jaytaylormedia.com/media/taylor20191224.mp3 Download

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Euthanasia of Capitalism by the Federal Reserve Bank

December 18, 2019

Keith Weiner, Michael Oliver and Chris Taylor return as guests on this week’s program.
John Maynard Keynes said, “There is no subtler, no surer means of overturning the existing basis of society than to debauch the currency. The process engages all the hidden forces of economic law on the side of destruction, and does it in a manner which not one man in a million is able to diagnose.” Most suggest Keynes was speaking of inflation as the destroyer of society. Keith argues he really meant declining interest rates. Keith explains how he reached that conclusion, how lower rates are leading to impoverishment around the world and what you can do to protect your wealth from that process.  
Investing in companies that discover major gold deposits is one sure way to preserve wealth and Chris’ Great

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Euthanasia of Capitalism by the Federal Reserve Bank

December 17, 2019

Jay introduces the guests and sponsors for the day’s program and Michael Oliver updates us on his momentum and structural indicators for gold and other key markets. Chris Taylor, President and Director of Great Bear Resources, talks about news from their Dixie project that looks like one of the biggest gold reserves found recently in Canada. Keith Weiner, CEO & Founder of Monetary Metals, talks about our unsustainable economy and how both political parties are diagnosing and prescribing unworkable remedies.https://jaytaylormedia.com/media/taylor20191217.mp3 Download

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Can The Central Banks Actually Generate Inflation?

December 16, 2019

Now that central banks are openly talking more aggressively about the need to gin up inflation, the question is why have they not been able to get to their targeted 2% that has arbitrarily been targeted over the last few years? Of course, the assumption that inflation is a good thing is a retarded Keynesian notion, but that’s beside the point. Can the Fed and other central banks actually generate inflation? The answer is an unequivocal “Yes” if you define inflation as the Austrians do. To the Austrians, inflation is simply an increase in the money supply, and we have had trillions of dollars of inflation by that metric. And while most of that inflation may have risen into the financial markets, it is also true that the government’s definition of inflation is way off the mark in terms of

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Any Reasons for Optimism in 2020?

December 11, 2019

Harry Dent visits for the first time as a guest on the radio program and Jayant Bhandari returns.
Harry Dent is well known for his view that existing demographic conditions in America will lead to an inevitable stock market decline and massive price deflation. Certainly, exponential debt is of great concern but is dollar price deflation inevitable if the number of dollars in circulation expand exponentially? Consumer prices most certainly have declined as measured per ounce of gold but not in dollars. In fact, the real consumer cost of living measured in dollars is skyrocketing far above government CPI numbers. 
Harry talked about his views for 2020 for stocks, bonds, commodities and gold. The same questions were posed to Jayant who has just been traveling over the past couple of months in

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Any Reasons for Optimism in 2020?

December 10, 2019

Jay introduces the guests and sponsors for the day’s program and gives details for the day’s show and provides an update on gold from Michael Oliver. Harry Dent, Jr., bestselling author and one of the most outspoken financial editors in America, explains his unique method for studying the global economies. Jayant Bhandari, who travels the world to look for investment opportunities, particularly in the natural resource sector, gives his views for the markets in the new year.https://jaytaylormedia.com/media/taylor20191212.mp3 Download

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Markets Too Complex for Mere Mortals

December 9, 2019

Commodities were strong and rates rose amidst whiffs of inflationary talk among the European bankers, who are suggesting perhaps they should “allow” inflation to rise above their previously 2% allowable ceiling. Going against that notion this week was a flat gold price and significantly lower silver price.
Yet ours is not to reason why, because markets are way too complex to allow any mere mortal to know with certainty what is driving the markets. That’s why I love the very reliable work of Michael Oliver, who on December 5, released weekly price and momentum charts for oil. His work suggested that we need to see WTI closed above $59.80 this week to set off a breakthrough to the upside for oil. That didn’t happen. January WTI closed at $59.20 but Michael’s work has him turning increasingly

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An Inflationary Depression

December 4, 2019

Alasdair Macleod, Michael Oliver & Nav Dhaliwal return as guest for this week’s program.
Financial markets are ignoring bearish developments in international trade, which coincide with the end of a long expansionary phase for credit. Both empirical evidences, from the one occasion these conditions existed in the past, and reasoned theory suggest the consequences of this collective folly will be enormous, undermining both financial asset values and fiat currencies. The last time this coincidence occurred was 1929-32, leading into the great depression, when prices for commodities and output prices for consumer goods fell heavily.
With unsound money and a central banking determination to maintain prices, illusions of prosperity may continue to exist, but depression conditions will exist,

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An Inflationary Depression

December 3, 2019

Jay introduces the guests and sponsors for the day’s program and Michael Oliver provides an update on his latest momentum and structure readings for gold. Nav Dhaliwal, President and CEO of Gatling Exploration, gives an overview of the company and updates plans for their exciting gold exploration projects. Alasdair Macleod explains that depression conditions and illusions of prosperity may continue to exist with unsound money and central banking determination to maintain prices.https://jaytaylormedia.com/media/taylor20191203.mp3 Download

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Vulnerability of Our System

December 2, 2019

This very light trading week was kind of a mixed bag. Yes, stocks gained this week. As someone recently wondered, “How can stocks go down when an infinite amount of money is created in order to keep it from falling?” The existing system is so fragile that unless the equity markets stay up, the entire economic system can come crashing down. Yes, the long bond did rise 0.37%, but in general, “stuff”—as measured by gold, silver, and the Rogers Raw Materials Fund—fell. That suggests that at least for this week, the market in general is okay with the status quo. For the most part I suspect most folks simply don’t want to look at the vulnerability of our system. Just think about the happy holiday season. “Don’t worry, be happy” is a preferred Wall St. refrain.
On November 27, economist John

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Are You Underinvested in Gold?

November 27, 2019

Frank Holmes and Gwen Preston return as guests on this week’s radio program.
Wall Street and the Keynesian economists who dominate American groupthink have applied anti-gold propaganda ever since Lord Keynes called the yellow metal a barbaric relic. That has been a ploy to enable power to be transferred to the elite and away from the middle class, as fiat money, based not on assets but debt, has enslaved the masses of the world.
For average folks to survive, they need to hold assets that hold their value while fiat money purchasing power rapidly declines. Gold is king when it comes to retention of purchasing power and in bull markets gold shares are the king of kings within this earthly realm.
Frank Holmes, will provide some advice in efficient portfolio construction. Gwen gives her view

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Are You Underinvested in Gold?

November 26, 2019

Jay introduces the guests and sponsors for the day’s program and gives details for the day’s show and provides an update on gold from Michael Oliver. Gwen Preston, the Resource Maven, talks about the recent success of Great Bear Resources and what the possibilities are for continued growth and positive share price. Frank Holmes CEO and Chief Investment Officer of U.S. Global Funds, talks about owning gold and provides some advice in efficient portfolio construction.https://jaytaylormedia.com/media/taylor20191126.mp3 Download

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Negative Rates Extend Markets

November 25, 2019

We learned this week that Ray Dalio’s Bridgewater fund has a $1.5 billion short position against the S&P 500, even as the U.S. equity market defied gravity one more week. That news came out from a Wall Street Journal article, after which Dalio tried to dismiss it by saying the $1.5 billion short was simply a hedge. Okay, but why place a large bet like that unless you were worried about an equity bear market?
It seems to me the move higher in the T-Bond market is consistent with Dalio’s worries even though stocks rose a bit more this week.  Of course, as long as the central banks of the world continue to flood the markets with money, driving rates below zero, making the cost of capital negative, it’s hard to see how stocks won’t continue to rise. Except, it is also true that central bankers

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THE MARKET SAYS RISK OFF BUT I CONTINUE UPBEAT ABOUT GOLD!

November 21, 2019

Because I was in Vancouver at the Metals Investor Forum last week, I had to do Week in Review for my subscribers as of Thursday evening. So I thought what I said then might change dramatically by the close of the week. At that time, it looked pretty much like a “risk off” week as both the T-Bond and gold rose while the S&P was basically flat. On Thursday, gold rose by 0.7% to $1,471.12. The mainstream media blamed gold’s rise on concerns about the imminence of a trade deal between the United States and China. A slip in riskier assets and the U.S. currency were also given as reasons for gold’s price rise.  As of now, today gold is at $1,467 and S&P is slightly down, but too early to tell how the week will end.
Michael Oliver on Gold Shares (GDX)
Given my travel schedule, I was unable to do

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Has Novo Resources Made the Gold Discovery of the Century?

November 20, 2019

Robert Moriarty, Dr. Quinton Hennigh and Michael Oliver return as guests on the next episode of the radio program.
The excitement has died down over the discovery of a field of gold nuggets near Karratha in Western Australia. We now know that gold-hosted conglomerate beds extend for many hundreds of square kilometers in Western Australia. But can this most unusual gold deposit be mined profitably? If so investors would do well to pay attention as Dr. Hennigh and his team apply new technologies to make it happen. Quinton updates us on the latest progress toward commercializing this enormous but one of a kind gold deposit.
Robert who has visited Novo’s gold project, shares his ideas about its prospects as well as some other gold exploration projects he is bullish on. Michael provides his

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Has Novo Resources Made the Gold Discovery of the Century?

November 19, 2019

Jay introduces the guests and sponsors for the day’s program and Michael Oliver provides his usually accurate assessment of the markets and precious metals. Dr. Quinton Hennigh, Chairman and President of Novo Resources, provides updates on the latest progress toward commercializing this enormous one of a kind gold deposit. Robert Moriarty, who has visited Novo’s gold project, shares his ideas about its prospects as well as some other gold exploration projects he is bullish on.https://jaytaylormedia.com/media/taylor20191119.mp3 Download

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Profiting from Delusional Central Bankers

November 13, 2019

John Rubino and Eric Coffin return as guests on the radio show while Nick Appleyard visits for the first time.
The world has bought the Keynesian notion that earthly paradise can be engineered by excessive consumption, zero savings and debt-based money created magically by central bankers. Central bankers have complied so much that the dollar based financial system is turning insolvent.
Burdened by an inability to service debt, Central bankers’ only answer for short term survival is to destroy the existing monetary system longer term, by driving interest rates into negative territory. The system simply can’t finance debt at higher rates. But the nice thing about mass financial delusion is that it offers a target-rich investment environment for the non-delusional.
John leads us into that

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Profiting from Delusional Central Bankers

November 12, 2019

Jay introduces the guests and sponsors for the day’s program and Eric Coffin, editor of HRA publications, shares some of his thoughts in the junior mining space. Nick Appleyard, President and CEO of Tristar Gold, introduces the company and talks about the very undervalued gold deposit in Brazil. John Rubino, DollarCollapse.com, talks about the target-rich environment for survival in the tumultuous world that lies ahead.

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Keeping Gold’s Recent Decline in Perspective

November 12, 2019

Michael Oliver, author of Momentum and Structural Analysis, has been enormously helpful to me. His work, not only in precious metals but in every market segment, provides a longer term perspective that accurately places investors on the right side of a market longer term. During gold bull markets gold stock indices raise 6 or 7 fold over several years. Then in a matter of a few months, they come crashing down by 80%.  I’m confident Michael’s work can help us exit before the next major decline. In Dec. 2011 he warned to “exit” if gold fell below $1,610 by month end and then in February 2016 to “buy” at $1,140.  On days when gold is smacked down, it is important to keep in mind that we are still in the early stages of a major gold bull market. The following article written for MSA

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November 8 Week in Review

November 11, 2019

It was obviously a “Risk On” week, which of course means it was a not-so-good week for gold and Treasuries. Peter Schiff summed up the week with this comment: “It’s been a tough week for gold and silver and a record week for stocks because of—you guessed it—optimism about a trade deal. In this weekly gold wrap, Mike Maharrey breaks down the news of the week. Along the way, he also compares fickle investors obsessed with the latest trade war headline to delusional sports fans who can only fixate on their team’s most recent game. If you wish to listen, here is the link: https://tinyurl.­com/y5d7k3s9.
On Thursday, my friend Tommy Thiltgen commented as follows: “Take a look: gold down 28 dollars, US Dollar and Interest Rates screaming higher. So much money to be made from those that didn’t see

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