Lobo Tiggre - The Independent Speculator – Wed 4 Dec, 2019

Thoughts on the PM reaction to falling markets and a look into Mexico for metals investors

Lobo Tiggre, Editor of The Independent Speculator joins me to share his thoughts on how gold has been playing its roll as a safe haven, or risk off investment. When the markets have sold off gold has benefited and throughout this year when the Fed was cutting rates gold was also moving up. So for the investor that thinks things are not all good in the US or around the world gold should still have a place in a portfolio.

We wrap up the cal by revisiting a recent article Lobo wrote focused on the investment narrative for Mexico. We look at the recent gang violence and assess what areas of Mexico can still be considered safe.

Click here to visit Lobo’s site – The Independent Speculator – and read his article focused on Mexico.

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  1. On December 4, 2019 at 12:50 pm,
    CFS says:

    Seems to me that gold is more anti-correlated to the dollar than stocks, although there is an anti-correlation with US stocks.

  2. On December 4, 2019 at 12:57 pm,
    cfs says:

    If I was in Computing services, I would be very worried by the predatory model of Amazon as it looks out side retail to services.

  3. On December 4, 2019 at 1:09 pm,
    cfs says:

    For those that do not understand the Amazon predatory model, please allow me to throw in my 2 cents simple description:
    Take a high margin sales operation, and reduce the margin to increase sales.
    (Even allowing to margin to go to zero temporarily, to corner the market.)
    It started with book sales, which used to be a very high margin product.
    Then it moved to other high margin sales, using profits in book sales to undercut sellers of other products.
    Keep margins low and drive competition out of business.
    (Look at malls closing down.)
    Keep diversifying, so that it does not look monopolistic.