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
In January of 2011, I swapped a fair amount of physical silver bullion for physical gold bullion. A couple of weeks ago, I reversed the swap. When I first did the swap in 2011, silver was trading above $30. I wasn’t trying to call any tops...
As gold traded in the $1250 - $1255 area a week ago, I suggested the price would immediately decline from there, to the $1230 area or lower. That’s exactly what happened. Unfortunately, by late yesterday afternoon, the decline had become...
While all “systems are go” for the precious metals sector, or at least appear that way, things are substantially more questionable for the world’s stock, bond, and real estate markets. India’s top central banker, Raghuram Rajan, is highly...
It’s the dawn of another day in the worst month of global stock market “crash season." Long ago, I defined global stock market crash season as the August 7th to October 31st timeframe. Investors who fail to exit general equity market...
Gold-bearish Western bank economists are very lucky. They can gleefully ignore Indian black market imports in their assessment of demand and supply, and nobody questions them.
In America, there is a lot of talk about higher interest rates, and I would argue that most of those fears are already factored into the current price of gold. Janet Yellen has not given any indication that she’s going to embark on a...
I prefer the “KIS” motto to the more common “KISS”. I define it as, “Keep It Simple”. Simply put, gold bullion is the ultimate asset, but when the price declines, Western investors often become nervous.
Gold is the ultimate asset, and I think both the bulls and bears are probably going to learn that fact, the hard way. The gold bears view QE tapering and looming US interest rate hikes, as bearish for gold, and the bulls are sure gold is...
The QE program created substantial hedge fund interest in gold-related ETFs. Unfortunately, QE never created the inflation the funds had anticipated. That’s because commercial banks held the QE money they received, “tight to the chest”,...
Gold has a rough general tendency to decline during the week leading up to the release of the US Employment Situation Report (jobs report). Following the release of that report (Friday at 8:30AM), gold tends to begin a decent minor or...
