In this Client Update Letter I share where I think the U.S. stock market is, explain how money is created and why this matters for the current market environment, and also discuss some client portfolio holdings.
Strategic Thinking for the Next Metals Bull Market
True Biblical Money
This Letter is the product of years of Bible study, economic and monetary reading, observation, and thoughtful reflection with the Holy Spirit. The implementation of True Biblical Money has the power to bring positive, fundamental change to the economic basis of a society. If nothing else, I hope that it is properly understood by economically minded representatives of Christ around the world so that God’s standard for money can at least be adequately put on display.
Silver Price Forecast
After spending a lot of time over the last few weeks getting into the weeds of the silver market, I have come out as a cautionary bull. In this Letter, I dig into some of the highlights that led me to conclude that the structural supply & demand dynamics for silver point to higher prices in the years ahead.
Gold Price Forecast
In this Letter I dig into the supply and demand fundamentals of the gold market. Then, building upon my broader economic and market forecast, I use my findings to produce a forecast for the price of gold out to 2019.
Methodology for Analyzing the Cost Efficiency of Gold & Silver Miners
True Vine Letter readers who are familiar with my Forecast know that I am of the view that inflation is coming, but it is still a few years away. In preparation, I will be making some investments in various natural resource related companies. I have begun by compiling data on gold & silver mining companies and developing some methods of analysis to assist in separating the wheat from the chaff. In the coming months I will be writing articles and research reports on various mining companies. Instead of explaining my methodology for evaluating the cost competitiveness of these companies every single time, I decided to simply lay it out here for linking and reference.