About Jay Taylor

With stocks up this week, some some experienced investors are suggesting that that big old bad bear is enticing as many investors into his deadly den before he mauls them next time, he gets hungry. As Richard Russell used to say, bear markets are designed to destroy as much excessive […]

I will be attending the MIF conference in Toronto this June, right before the PDAC conference.  I hope to get to meet some of my subscribers there and give them the opportunity to listen to the presentations not only of some of the companies I follow but also to learn […]

As usual I attended and spoke at the Metals Investor Forum live in Vancouver this past November 12.  It was the first time that we had this conference in person in Vancouver (although it was also available live on the internet) since early 2020.  It was great to be able […]

Lyn Alden and Michael Oliver return as guests on this week’s program. Michael sees a layered but significant equity bear market. In the near term, US Treasuries and gold will benefit. But as deficits surge, inflation rises forcing the Fed to fund nearly all of the Treasury needs. Confidence will […]

This week has to be considered a “mild” risk off week with stocks and commodities down but with the safe havens, gold and T-Bonds, up. The mild response seems appropriate in relation to the Fed minutes released last week. Peter Boockvar termed them “very slightly hawkish”). In my MIF presentation […]

Kevin Duffy and Chen Lin Return. Carl Löfberg of Firefox Gold visits for the first time. “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch […]

It’s not just crazy gold bugs now that are worried about inflation. Real concerns of inflation are starting to rise among the establishment now, including a Democrat named Larry Summers. He isn’t buying the story that supply chain issues causing a few items like used car price spikes is a […]

John Williams, Dr. Quinton Hennigh and Michael Oliver return as guests on this week’s program. Peter Boockvar told us last week that the Fed actually believes that rising inflation rates are transitory but think that by generating more inflation now that would be positive for the economy. But does it […]

Wow! It’s getting harder and harder not to take rising inflation seriously. My IDW rose 1.1% during the week to hit a new high of 187.66. And while Equities rose a bit, the real zingers were Copper (+6.29%), Silver (+6.11%), Housing (+4.90%), and the Rogers Raw Materials Index (+3.85%). This […]