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Gold Is the Answer for European Investors Battered by the Banking System
Gold Is the Answer for European Investors Battered by the Banking System

The European banking sector is having a rough year.

With Deutsche Bank facing a $14 billion fine from the US Department of Justice, things just got worse.

Shares of Deutsch Bank have lost more than 60% over the past year. Barclays, Credit Suisse, Commerzbank, and Royal Bank of Scotland are all down at least 40% since September 2015.

Several years of weak growth, low interest rates, and more and more non-performing loans have gutted European bank profitability.  

Overall the sector, represented by the EURO Stoxx Bank index, has lost more than a third of its value over the past 12 months.

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Why the Smart Money Is Rushing into Gold
Why the Smart Money Is Rushing into Gold

If you were to set up an investing Hall of Fame, it would be filled with names like Stan Druckenmiller, George Soros, Carl Icahn, and David Einhorn.

These experts have shown an uncanny ability to surpass the market over long periods of time. They stay a step ahead of retail investors through better macro-economic analysis.

There’s no secret formula to their success. But their investments hint at both the risks and prospects they see in the markets.

Over the past year, these experts, among other well-known investors such as Paul Singer (Elliott Management), John Paulson (Paulson & Co), and David Rosenberg (Gluskin Sheff), have all made large buys and bullish predictions in one asset: gold.

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6 Charts That Show The Number One Reason Gold Is Going Higher
6 Charts That Show The Number One Reason Gold Is Going Higher

Asset prices are at all-time highs around the world. Since 2008, assets under management have increased by a whopping 43%.

The reason?

Institutional investors have been taking advantage, gobbling up all they can get.

But while institutions have been on a buying spree, there is one asset they have neglected. And, best of all, there’s no risk attached to owning it.

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Which Presidential Candidate is Better for Gold?
Which Presidential Candidate is Better for Gold?

Now that we’ve got the presidential race narrowed to three candidates, let’s examine which one might be better for gold investors.

2016 seems to be the year of the “alternative candidate,” and so hedge fund manager Dan Tapiero looked at how each candidate might impact the “alternative investment” of gold.

Each of them is likely to have an indirect impact on this metal, if not a direct one…

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This Index Almost Always Shows When Gold Will Rise
This Index Almost Always Shows When Gold Will Rise

Absolutes are rare in investing, but this one comes pretty darn close.

Most investors instinctively know that gold tends to rise when bad news hits the economy. Gold is essentially the "fear" trade. When fear spikes, investors flock to the precious metal and push the price higher.

One of the better measures of fear is the VIX (CBOE volatility index). It is a widely used measure of market risk and is often referred to as an investment "fear gauge."

So, it shouldn't be too surprising that when the VIX jumps, gold does, too. And that's exactly what's happened since 2001.

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This Incredibly Reckless Policy Is Gaining Momentum
This Incredibly Reckless Policy Is Gaining Momentum

I was sure I misread the title, because everyone instinctively knows this policy is a bad idea… right?

But I didn’t misread it. And it was far from the only article in support of it.

The title was “Get Ready to be Showered by Helicopter Money.” And the voices behind this policy are growing.

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These 5 Trends in China Will Change the Gold Market Forever
These 5 Trends in China Will Change the Gold Market Forever

Apple spent about five years developing the iPhone, which has changed the smartphone market forever. Until the release, however, nobody could imagine what impact the iPhone would have on the market.

And most consumers didn’t know about it at all.

The same thing is happening with China and gold right now. The gold market will soon be very different than from what we see today—largely due to the current developments in China.

China’s influence will impact not just gold investors but everyone who has a vested interest in the global economy, stock markets, and the US dollar. After all, China will be a dominant force in all, as most analysts project.

Here are the five trends in China that will change the gold market forever…

(Uber hedge fund manager Dan Tapiero talks about some of these trends in his short interview, especially the #5 listed below.)

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The Breakdown in This Ratio Says Deflation Is Likely to Worsen
The Breakdown in This Ratio Says Deflation Is Likely to Worsen

Ratio analysis has its pros and cons, but when two assets that normally have a strong correlation suddenly break down, it’s obvious something is wrong.

That’s exactly what has happened with the gold-silver ratio and the CPI.

As uber fund manager Dan Tapiero shows in this video, these two assets have always had a strong correlation—except leading into the 2008/2009 crisis. As Dan says, “We all know what happened then.”

Here’s the chart showing the sudden and drastic separation.

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Here’s Why You Should Stay Away from Gold ETFs
Here’s Why You Should Stay Away from Gold ETFs

On March 4, BlackRock, the sponsor of the gold ETF iShares Gold Trust (IAU), announced it had temporarily suspended issuance of new shares in the fund. The sponsor admitted it had failed to register the new shares with the SEC as exchange traded commodity funds are required to do. The snafu was due to an “administrative oversight,” it was later explained.

BlackRock was quick to add that IAU shares continued to trade without interruption in spite of the suspension. Nevertheless, the reality is that management lost administrative control over the fund and violated SEC regulations. As a consequence, BlackRock faces fines and penalties from both the SEC and state securities agencies, plus the possibility of lawsuits from shareholders for damages and interest.

Perhaps most alarming, the situation only came to light because the fund alerted the SEC—in other words, government regulators were unaware of the violation.

With watchdog agencies asleep at the wheel, the fund issued and sold $296 million of unregistered shares. This uber-blunder at IAU lays bare the fundamental hazard of using gold exchange traded funds: counterparty risks.

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This One Table Shows What Happens If Institutional Investors Shift Just 2% of Assets into Gold
This One Table Shows What Happens If Institutional Investors Shift Just 2% of Assets into Gold

Institutional portfolio managers control a lot of money. Lots and lots of money. And their allegiance is not to any particular asset class or sacred-cow portfolio theory. They’re in business to safeguard and grow their clients’ money.

To that end, we’ve already started to see the embers of interest in gold from this elite fraternity of market movers.

So, think about what would happen if they decided security markets were too volatile, or bonds too insecure, or currencies too unstable, or central bankers too indecisive, and moved just 2% of their assets into gold.

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