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
Oil and war are headline news again, and mainstream media is trying to claim that all that matters… is a possible rate hike that’s negative for gold.
Clearly, it doesn’t matter what help the government tries to give its fiat in the fight against gold… it’s always going to end with a knockout win for gold.
Are global government fiats ready for their next tumble of significance against supreme money gold? In the big picture, all fiats clearly fail against gold, but they do have occasional rallies.
The US stock market is outrageously overvalued but…It’s nowhere near as horrifically overvalued as the US government bond market. In 1979, at the height of the last 40year stagflation cycle, 15% rates meant the government’s interest...
Gold drifted into the massive buy zone of $4100-$4000 with a key sentiment index (the BPGDM) hitting zero.
There are occasional rallies of significance for all global fiat monies against supreme money gold. They all end with a fresh collapse to new lows for the fiats. Government obsession with outrageous spending (and with even more outrageous...
Gold’s mauling of global fiat monies in 2024-2025 was spectacular and after this type of event, a multi-year period of consolidation can be expected to be the next order of business.
Several years ago, I suggested gold’s mauling of the world’s fiat monies would pause around April of 2026. That pause began in February. Many more beatings on fiat by the world’s currency queen lie ahead, but a lull in the action is the...
A 40-year commodities, inflation, and interest rate super cycle began in 2020… and it likely continues until 2060. As the legendary fundamentalist Jeff Currie notes, this cycle is all about a major mismatch of demand and supply.
In the currency market, Tuesdays are often (but not always) a positive day for government fiat against gold and… today is Tuesday.
