In this week’s Letter, Ivan Lo talks about the story and theme for this year, Japan’s new central bank govenor he calls Ben Bernanke II, Japanese stocks and risks of the Nikkei, how Japan’s massive asset purchases will affect us and what to do, the intensifying currency war, and how gold is manipulated on the paper markets.
A Scary Prediction and Canadian Price Inflation
In this week’s Letter, Ivan Lo talks about the Dow’s new record, his inflation theory, rising prices in Canada over the last four years, the velocity of money, Japan’s Nikkei, the Currency War update, North Korea’s threats, guns in school, silver investment demand, and his thoughts on PDAC 2013.
Extremely Discounted Assets and Mass Theory
In this week’s Letter, Ivan Lo talks about his Mass Theory, the growing speeds of communication, uranium outlook, the copper and S&P correlation, the unloved mining sector, North Korea’s latest threats to the U.S., and the outlook for March.
An Absolute Disaster
In this week’s letter, Ivan Lo talks about the recent crash in gold and related stocks, the continued currency war, the real economic outlook, and what he is gearing up to do with his money.
The Coming Shockwave
In this week’s Letter, Ivan Lo talks about the coming shockwave from Japan’s actions, the intensifying currency war, Venezuela’s major devaluation of currency, the CME margin reductions, and the outlook for gold and silver.
The Canadian Awakening: TSX vs S&P
This week, Ivan Lo talks about the effects of Quantitative Easing, if QE is working, the new wave of millionaires, how the Fed works, and what to expect from the Canadian markets.
A Nuclear Threat
In this week’s letter, Ivan Lo talks about the nuclear threats made by North Korea, how the market continues to climb, another look at gold, and gives up update on Corvus Gold.
Prepare for a Crisis: Germany Gold Repatriation
In this week’s Letter, Ivan Lo goes over the repatriation of gold by Germany, the impact of the currency war, what Russia has boldly announced on the world stage, gold and silver, and gives an outlook on uranium and oil.
Time to Sell the World? A Look at Global Stocks
In this week’s Letter, Ivan Lo talks about a historical week of inflows, talks about a potential top in world markets, gold and gold stocks, why inflation hasn’t hit us the way it should, inflation expectations, the rise of chicken wing prices, and Bill Gross’ investment outlook.
Fund Performance and Asset Price Inflation: The Dawn of a New Era
In the week’s Equedia Weekly Letter, Ivan Lo goes over why the markets are doing what they’re doing, talks about Asset Price Inflation, why the funds underperformed in 2012, and how to protect yourself with gold and silver. He also does a comparison of Silver vs. Dollar.
The Dramatic Drop and Quantitative Easing 4
This week, Ivan Lo talks about QE4, why inflation hasn’t hit us the way it should have, the effects of money velocity, and gives an update on new coverage from RBC Capital Markets and Dundee Securities for Timmins Gold.
The Rarest Real Estate: Gold Deposits
This week, Ivan Lo gives you insight on the supply and demand fundamentals of gold and money, gives you insight on the gold mines around the world, and gives you an update on Corvus Gold’s recently released PEA.
