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Highlights – Vancouver Investment Conference!

January 20, 2015

The 20th annual investment conference was held on January 18-19 at the Vancouver Convention Center in downtown Vancouver. Some 2000 to 2500 were in attendance. Expected attendance was 8,000 but this did not materialize. This suggests that many hard asset investors may have abandoned this sector due to the hard times and heavy losses from investing in this sector. Currently some 700 junior mining companies are only months from bankruptcy according to speakers at this conference. Trading the mining sector has been rather disappointing for the last 3 years (as well as trading gold/silver) as losses have been huge. Some trends are now changing, however!

 

Following are a few highlight’s from the speakers which I heard at the conference:

1. Danielle Park: www.venablepark.com and/or www.jugglingdynamite.com. The end of the secular boom has arrived. Oil could stabilize at $18 – 40. A violent mean reversion developing. Derivative bubble is over. Valuations are insane. Treasuries signal deflation. Canada real estate in trouble. Banks in trouble. Comment: this lady had the most comprehensive message of all the speakers I heard. Many others agreed! Check out her website!

2. Michael Berry: www.discoveryinvesting.com. This economist and Fed watcher also views deflation as our enemy for the next 3 or so years. He states with 100% confidence that USA interest rates will not increase going forward. He sees currency wars continuing and says the Swiss currency is now the strongest currency in the world. Gold and silver should do well in the emerging economy.

3. John Kaiser: www.kaiserresearch.com. Some 700 junior mining companies have negative working capital. Europe is going down in flames. Cheap oil may last two years. China super cycle is dead. World entering a new dangerous phase of turmoil. The boom in the metal called Scandium could provide a 10 bagger in 2015.

4. Louis James: www.caseyresearch.com. We are all speculators today! Price and Value are not the same. When price and value diverge they will converge at a later time. The physical gold market controls price (not the paper market). Best time to buy is when there is blood in the streets (which is now). James likes Continental Gold, Integre Gold, and a few others. Gold is a ‘fear’ trade which should do well in the coming environment!

5. David Morgan: www.silver-investor.com. World may go back to a gold standard! Gold is not a barbarous relic. Only 3% of market assets are invested in gold. The paper price of gold can increase rapidly if public enters the market. The blow-off phase in gold will arrive. Silver should increase with gold in 2015.

6. David Franklin: The Swiss peg (change) was monumental. OPEC is busted. Eurozone is busted. Greece may exit Eurozone. Four Greek banks on edge. Japan is crazy. Forty-three % of juniors have only 3 months to bankruptcy. His speculations: AVK (Arnel Gold) in Mali. TON (Standard Tolling) which will produce gold in 2015.

7. Bill Murphy: www.gata.com. Gold price suppression much greater than expected. Gold price is forced down in secret manipulations. Physical supply of gold is vanishing. This will break the suppression scheme. The $700 trillion derivative markets affect the price of gold. Gold and silver prices are rigged. Silver is the most manipulated market in the world. Fortunes will be made in gold/silver in the coming blow-off phase. Bill’s website is worth checking out!

8. Jay Taylor: www.jaytaylormedia.com. The dollar is a figment of our imagination. The beginning of the end of the dollar is here. Our System is pathological. Since 1971 there has been a 5533% increase in the money supply. Velocity of money is now tanking. Real wages are in decline. Fed will not increase interest rates (they can’t). Watch Taylor Media for some great interviews in the next two weeks.

Others who I listened to who view speculating in gold/silver as a wise decision (for the next 2-3 years) were the following: Peter Spina (www.goldseek.com), Bo Polny (www.gold2020forecast.com), Rick Rule, Ned Goodman, Brent Cook, and Frank Holmes. My personal views (after attending this conference for my 4th time) are as follows: Our markets will change dramatically in 2015 and 2016 as deflation and black swan events pop-up in various and sundry places. The Central Banks will try to continue their manipulations to avoid this collapse but the markets will overwhelm these manipulators. Our system of Capitalism is essentially over and done. Our money is a fantasy and imaginary money (in cyberspace) is totally unsound. Protect yourself with knowledge, understanding, and wisdom. Material goods will not save me or you. Our battle is really a spiritual battle within our minds (consciousness)! Reality is within our consciousness and not within space/time reality! Enjoy and stay alert! I am: https://kingdomecon.wordpress.com.

 

7 Comments leave one →
  1. therooster permalink
    January 20, 2015 12:42 pm

    Don … do any of these jokers talk about the liquidity yin-yang ? Hardly. They’re darkside residents …. blinded.

    Like

    • January 20, 2015 1:48 pm

      Dark is Light. Light is Dark. Wake up. D On Jan 20, 2015 11:42 AM, “Kingdom Economics – The Future Is Now” wrote:

      >

      Like

      • therooster permalink
        January 20, 2015 2:09 pm

        You didn’t answer the question as usual .

        Like

      • January 20, 2015 2:27 pm

        Ask again so I can offer more and discern your thoughts more clearly. D On Jan 20, 2015 1:09 PM, “Kingdom Economics – The Future Is Now” wrote:

        >

        Like

      • therooster permalink
        January 20, 2015 2:40 pm

        The gold authors that you referred to always treat gold as a store of value and/or an investment within the debt paradigm. They do not speak of bullion as a real-time currency from the asset paradigm ….. thus my reference to dark side residents. They don’t necessarily see the asset side of the liquidity yin-yang where bullion is a real-time currency.

        Like

      • January 20, 2015 3:39 pm

        Actually, most view gold as an asset with no counterparty risk. I do also. D On Jan 20, 2015 1:40 PM, “Kingdom Economics – The Future Is Now” wrote:

        >

        Like

      • therooster permalink
        January 20, 2015 3:48 pm

        I’m not talking about gold as an asset, only. My reference is to gold as a form of liquidity, a currency. Gold exists on both sides of the LIQUIDITY Yin-Yang, both the debt paradigm and the asset paradigm of that model.

        On the dark side where debt is the currency, gold is simply an asset, a store, an investment and / or a hedge.

        It’s on the other side, the light side of the Yin-Yang that gold circulates as a currency. Those guys (and you) don’t talk about that asset based liquidity. They speask of gold in dark side context only.

        It is light that comes out of darkness in the process of proper order. Step into the light. It won’t bite you.

        Like

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