Monday, March 19, 2007

Silver and Recession

Silver and how it performs in an economic downturn is an important subject for silver investors. Will silver go up, down or do nothing in a recession? With talk of a pending recession, we need to be clear on the answer to that question, especially if exit strategies need to be formed and actioned.
I'll be addressing this thorny subject in issue 4 of The Silver Analyst.

Tuesday, March 13, 2007

Silvercorp Metals Inc (SVM.TO)

We will be adding this high performing stock to our analysis suite in the next issue of The Silver Analyst. If it stands up to longer term analysis, I will also add it to the SASC - our silver stocks index.

Mind you, the way silver stocks seems to want to break out, this stock may not be content to remain at $18 by the time the next issue comes out in April.


Friday, March 02, 2007

Issue 3 of The Silver Analyst

Major action on the price of silver in the last few days. We'll cover that in the weekend email update.

Issue three will be out in about a week's time. The two main topics will be:

1. Silver exit strategies and the current situation. We expand on the use of our various indicators as well as how they interact.

2. ECU Mining, we analyse this stock and speculate as to where it may be going this year.

Add to this updates on our silver stocks index and international silver price index and that completes issue 3.

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Thursday, March 01, 2007

Bernanke, Boomers and Silver

"As the population ages, the nation will have to choose among higher taxes, less non-entitlement spending by the government, a reduction in spending on entitlement programs, a sharply higher budget deficit or some combination thereof, Bernanke said.

Government spending on Social Security and Medicare alone will increase from about 7 percent of the total size of the U.S. economy to almost 13 percent by 2030 and to more than 15 percent by 2050, he said."

Thus spoke Benjamin Bernanke recently. We at The Silver Analyst believe we are now the inflationary upside of the Kondratyev Wave. That is a technical opinion but the fundamentals are screaming it out as well. Do not expect government to solve this problem due to conflicts of vested interests and vocal voters such as pensioners. In fact, expect it to be worse as we add constrained energy supplies to the inflationary recipe.

Fiat money will undergo its greatest test in the next two or three decades as government expands the money supply even more to avoid unpopular tax hikes. The flight to hard assets as this crisis unfolds in the years ahead will outdo anything seen in 1980 and you can take that to the bank (well, maybe not in a systemic crisis).

Got silver?