While mainstream news sources continue the war against gold and gold-related investments, three of the world’s top performing hedge fund managers have been busy at work building speculative gold positions during the first quarter.

George Soros, John Paulson, and Steve Cohen, who in aggregate control over $60 billion dollars, have been aggressively buying the most speculative vehicles associated with gold [...] Continue Reading…

In a 13-F release issued by the SEC after market close yesterday, it was reported that Soros Fund Management LLC, founded and chaired by billionaire financier George Soros, significantly increased it’s gold related holdings, most notably, through the purchase of over $25 million dollars worth of call options on the GDXJ Junior Gold Miners index.

This stunning move by one of the world’s top performing [...] Continue Reading…

I had the chance to connect recently with John Smith, President and CEO of Silver Standard Resources . It was an interesting conversation, as John has been in the resource industry for 30 years, with nearly 20 of those spent developing mines at BHP Billiton.

During the interview, John indicated that as the world’s major mining companies are slashing capital expenditure and [...] Continue Reading…

Legendary investor Don Coxe, Chairman of Coxe Advisors LLP, and former advisor to the $540 billion BMO Financial Group, issued a powerful new commentary entitled, “Money Makes the World Go Round”

In this updated piece, Don spoke to the staggering growth of [...] Continue Reading…

1“There can be many firefights in a battle…It’s normally a brief engagement between units meeting in passing, or as part of an operation to clear enemy combatants out of an area.” 
-

The word firefight came to your editor’s mind when reflecting on the collapse witnessed in gold during the month of April. On Friday, April 12th we saw a tremendous 5.16% drop, only to be followed by [...] Continue Reading…

I had the opportunity yesterday to join McEwen Mining‘s Q1 2013 conference call, led by legendary founder and former CEO of GoldCorp, Rob McEwen. He is now the CEO, Chairman, and largest shareholder of McEwen Mining.

It was an interesting call, with over 30 minutes dedicated to listener Q&A. In response to some very intelligent questions, Rob shared some very interesting market comments in return.

Here are the highlights:

With regard to the tightening interest-rate “noose” choking fixed-income dependants, Rob said, “We’re in a situation where governments have [...] Continue Reading…

In response to the last few week’s carnage in the metals and mining markets, I felt compelled to produce a YouTube update on what we might be able to look forward too down the line. The theme of this commentary touches on “Pareto’s Law”, commonly known as [...] Continue Reading…

I had the opportunity yesterday to speak with one of the western world’s most courageous and astute women, Karen Hudes, Former Senior Council to the World Bank—now turned whistle-blower.

During the interview Karen indicated that [...] Continue Reading…

I had the opportunity this week to connect with the legendary Marc Faber, publisher of The Gloom, Boom, & Doom report. It was a fascinating conversation, as Marc is arguably the most well-traveled and street savvy economist alive.

During the interview Marc spoke on [...] Continue Reading…

I had the chance to connect recently with one of Canada’s rising fund managers, Jon Case, portfolio manager with Sentry Investments. Sentry manages over $10 billion in assets, representing over 300,000 Canadian clients, and has further received numerous industry distinctions.

Here are the written notes from that conversation:

TD: Jon, looking at the action over the last [...] Continue Reading…

Light Postings; Research Week

April 29, 2013 | By Tekoa Da Silva

Please pardon the light postings during this last week of April, as your loyal editor is conducting market research.

Thanks for your continued support.

Best,
Tekoa Da Silva
Bull Market Thinking

I had the opportunity to reconnect today with one of the largest bullion dealers in India, Pushpak Bullions Pvt. Ltd., for a fascinating update on whats been happening in the Indian gold market.

Speaking to head of operations, Vishal Vyas, I learned this collapse has [...] Continue Reading…

As the headline battle between paper sellers and physical buyers of gold escalates, something eerily strange is continuing behind the scenes.

As first reported here on April 9th, Comex gold inventories have been plummeting, demonstrating the highest levels of physical removal ever during a single quarter in Q1, 2013.

Most shocking however, is that [...] Continue Reading…

Following last week’s panic sell-off in gold (and resultant explosion in physical buying worldwide), one of the world’s top gold traders and recent interview guestGary Savage, shared some powerful commentary on the psychology of these buyers.

Gary said, ”The buying frenzy we’re seeing in the gold market [...] Continue Reading…

I had the chance to reconnect today with one of the young emerging leaders of the gold market, Ronald Stoeferle, publisher of “In Gold We Trust”, the world’s definitive annual report on gold.

During this fascinating interview, Ronald spoke to what contrarian buyers are doing right now, and further explained [...] Continue Reading…