Silver: A Repeat Of The 2008 Bottom

We are long SLV and repeat our call for a doubling of prices over the next 12 months as outlined previously in “The Coming Stagflation And The Case For Silver”. An extreme discount to gold prices, stability in the broad commodity complex, outperformance in silver miners, and large premiums in the physical market are reminiscent of…

TIPS Offer Great Risk-Reward Trade-Off

We published a bullish view on U.S. Inflation-Linked Bonds today on Seeking Alpha. Below are some excerpts: The sell-off in inflation-linked government bonds has provided a great opportunity for investors looking for a risk-free positive nominal and real return with the potential for capital gains. We see 30-year TIPS as a way to take advantage…