Stewart Thomson
President of Graceland Investment Management
Stewart Thomson is president of Graceland Investment Management (Cayman) Ltd. Stewart was a very good English literature student, which helped him develop a unique way of communicating his investment ideas. He developed the “PGEN”, which is a unique capital allocation program. It is designed to allow investors of any size to mimic the action of the banks. Stewart owns GU Trader, which is a unique gold futures/ETF trading service, which closes out all trades by 5pm each day. High net worth individuals around the world follow Stewart on a daily basis. Website: www.gracelandupdates.com.
Stewart Thomson Articles
The case for gold ownership is not any weaker or stronger now, than it was a thousand years ago. Gold is the world’s ultimate asset, and that’s irrespective of whether the price is currently rising or falling.
I’ve talked at length about the relationship between US money supply velocity and interest rates…and done so in a positive way. A modest rise in nominal interest rates encourages banks to make loans, and it makes those loans profitable....
In the short-term, gold and related items have a rough general tendency to decline into the US jobs report…and then to rally in the days (and weeks in some cases) following the release of that report.
Gold is the world’s ultimate asset. So, even when nothing important is occurring in the market, investors can experience “ultimate greed” or “ultimate fear”. Because the quality of the asset is so high, it’s crucial that investors are...
Canada has a new Prime Minister. His name is Justin Trudeau. “Trudeau has pledged to run small budget deficits and spend on infrastructure to stimulate economic growth, which has been anemic for years. He has also promised to raise taxes...
Is the US dollar still the most important safe haven for fiat enthusiasts? Simply put, the yen acted as a safe haven during the stock market crash, and the dollar acted as a “risk on” asset. The dollar is now trading in a fairly large...
In late 2014, many investors in the Western gold community decided to invest the booming US stock market. I warned that without QE, the US stock market was turning into a “wet noodle”, and rate hikes could cause a global markets crash, in...
As I write this update, US stock markets have already given up all of yesterday’s gains this morning. To make an already-bad situation worse, “Quadruple Witching Hour” occurs on Friday. Individual stock options, stock futures, stock...
Most mainstream money managers and gold analysts believe that US rate hikes are deflationary. In contrast, in the current global economic environment, I see them as inflationary. I made it clear several years ago that I viewed QE as a...
Whether US equities are in a bear market or not is debatable. Regardless, I think there’s now a 60% chance that Janet Yellen will hike rates on September 17. If global stock markets stabilize and rally over the next week or so, Janet will...
