Gold Trends: 2014 & Beyond

Tyler Durden's picture




 

Along with Incrementum's 94-page extravaganza on gold, this infographic, the final in our 2014 Gold Series (part 1, part 2, part 3, & part 4 here) looks to the future, covering gold trends that investors should be watching through the rest of the year and beyond. With input from some of the most important names in gold such as Brent Cook, Doug Casey, Frank Holmes, Bob Moriarty, and James Fraser, we aim to cover the broadest and most important signals for investors to watch. Those include Chinese wealth, Indian demographics, money printing, debt, and a lack of significant gold discoveries.

 

 

Source: Visual Capitalist

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Fri, 07/25/2014 - 20:07 | 5005910 GOSPLAN HERO
GOSPLAN HERO's picture

Yummy ... real money!

Fri, 07/25/2014 - 20:17 | 5005948 knukles
knukles's picture

Don't forget the presentation is made by a vested interest in higher gold prices.
Similar to ObamaCare really being an insurance industry subsidization mechanism, supported fully by the insurance providers under the pretense of social well being.

Disclosure.  I am long the stuff, dudes and dudettes, just being realistic.
We should always search for information, rather than affirmation.

Fri, 07/25/2014 - 20:21 | 5005970 Bullionaire
Bullionaire's picture

Doug Casey.

Um, no.

Fri, 07/25/2014 - 20:49 | 5006047 eclectic syncretist
eclectic syncretist's picture

What a bunch of propaganda bullshit with the 

ambulance chasing gold shills like casey. Gold protects me from and is ahedge against bankster counterFIAT, that's why I'm bullish on it, and not on a bunch of huckster salesmen.

Fri, 07/25/2014 - 20:57 | 5006058 strannick
strannick's picture

You have the choice between the honesty and prudence of Govt, or the stability and rarity of gold. Three thousand years and 3 billion Chindians can't be wrong.

Fri, 07/25/2014 - 21:25 | 5006120 Elvis the Pelvis
Elvis the Pelvis's picture

Gold is going no place.  Deflation is your new god.  Now get down and pray.  Bitchez.

Fri, 07/25/2014 - 22:49 | 5006272 Mr. Magoo
Mr. Magoo's picture

Deflation????

I guess you must be living in a hole somewhere, where I live everything I purchase is on the rise especially the supplies for my business. Maybe you should try taking your head out of your ass every once in a while

 

Sat, 07/26/2014 - 01:17 | 5006508 lickspitler
lickspitler's picture

Yep gold going up this time and if not this time next time or the time after that or the one after that. Where is Jim Sinlair-Sprott-King-Furgison with a $5000 call.

 

Sat, 07/26/2014 - 04:03 | 5006651 MeelionDollerBogus
Sat, 07/26/2014 - 14:14 | 5007551 RevRex
RevRex's picture

Anyone seen my good buddy Chumblez? I haven't seen him around since the other day when he was throwing the 'N' word around.....

 

 

Sat, 07/26/2014 - 10:00 | 5006906 logicalman
logicalman's picture

Gold's going nowhere......

It's the 'value' of the paper crap being swapped for it that changes.

Sat, 07/26/2014 - 11:05 | 5007046 Pool Shark
Pool Shark's picture

 

 

He's right,you know; MY gold's going nowhere. I'm keeping it safely hidden,... at the bottom of the lake...

 

Sat, 07/26/2014 - 03:16 | 5006596 Theosebes Goodfellow
Theosebes Goodfellow's picture

Wassa' matta' you, youse left da' building or something, Elvis? Six months ago chicken in this burg was $.79/lb. on sale. Those days are gone and never to return. So what deflation were you talkin' about?

Sat, 07/26/2014 - 08:38 | 5006804 Truthseeker2
Sat, 07/26/2014 - 04:02 | 5006650 MeelionDollerBogus
MeelionDollerBogus's picture

Haven't seen deflation since the late 30's.

Sat, 07/26/2014 - 07:39 | 5006749 RealityCheque
RealityCheque's picture

As long as central banking exists, deflation will not.

It's their worst nightmare. The price of the things we need go down (great for us), costs of servicing their epic debts go up (bad for them, and us)

Fri, 07/25/2014 - 21:30 | 5006059 strannick
strannick's picture

.Casey is a tedious ass

Fri, 07/25/2014 - 22:48 | 5006270 TeethVillage88s
TeethVillage88s's picture

China & India

China has same situation as USA, they need refinancing constantly or they will have a crash. So that leaves India, who I hear has a lot of Debt which makes them a poor choice for International Currency. So no China, no India.

Does India have the same structural need for Refinancing every year or whatever??? Will India Crash too?

Gold Demand may continue and arise in a US Crash from other sources such as Rich Bastard Bankers from Europe and of course Rich Chines, Rich Brazilians, Rich Russians, Rich South Africans!!

Fri, 07/25/2014 - 23:39 | 5006381 Dave
Dave's picture

Yes he is an ass. But he's got balls. I am impressed by some of the deals he's made where others fear to tread.

Sat, 07/26/2014 - 01:29 | 5006522 capitallosses
capitallosses's picture

Yes, a tedious ass, along with many others, until they're not. Like the Thai food I'm eating, until its not (and I'm digging into the freeze dried).

Fri, 07/25/2014 - 22:08 | 5006199 Ookspay
Ookspay's picture

A wise man once told me that the things that are the most important and indispensable to life we often take for granted the most; Like air, food, water and I will add GOLD!

When the will battles desire, desire always wins...

 

Fri, 07/25/2014 - 20:38 | 5006004 hobopants
hobopants's picture

The biggest problem I find with it, is the fact that it assumes that everything will be great and growth will continue in both the population and income. Looking at whats going on in the world, I'm finding that a hard story to buy.

Increased demand will come from an increasing lack of confidence in the global ponzi, not from India and China popping out more kids.

Fri, 07/25/2014 - 20:52 | 5006052 knukles
knukles's picture

Shit, way things a goin', gonna be a lot of corpses layin' about pretty soon
Near term best investments around might be shrouds caskets and undertakers

The 4 Horsemen'll take care of some of Gaia's stresses

Fri, 07/25/2014 - 21:37 | 5006145 RichardParker
RichardParker's picture

Fundamentals for gold are lousy; little is consumed, can not earn interest, storage/ transport, mine overcapacity etc.

However the fundamentals for fiat currencies are much, much worse. Therefore long gold and possibly lead...

Fri, 07/25/2014 - 22:53 | 5006279 Mr. Magoo
Mr. Magoo's picture

Who the fuck cares if gold is up or down long term or short term. If you know your history and dont let the propaganda bother you in the end we all know the dollar is DOOMED!!!!!!!!!!!!!!!!!!     The Chinese and Russians are not hoarding it because they like the color

Fri, 07/25/2014 - 23:15 | 5006324 Bear
Bear's picture

And we all know that in the end .gov will come for your gold ... probably by taxing the sale of all gold and gold products

Sat, 07/26/2014 - 03:59 | 5006647 MeelionDollerBogus
MeelionDollerBogus's picture

That's why you leave so you and your gold are out of their reach.

Sat, 07/26/2014 - 08:11 | 5006777 Quinvarius
Quinvarius's picture

And that will make the price go down?  And that will make people hide it or turn it in?  Here is the reality.  Gold cannot be confiscated unless you agree to have it confiscated.  ANd it was never confiscated in the US, it was purchased.  Then the price skyrocketed.  They will continue taking bank accounts, pensions, and companies because that is what they can take and what you cannot hide.  The only people who will have anything left will be those with gold.  And that is just the way it always works.  Repeating all the banker PR in the world is not going to change anything.

Sat, 07/26/2014 - 11:41 | 5007070 Pool Shark
Pool Shark's picture

 

 

Funny, how history always repeats:

"It don't signify to you with your brilliant look-out, but as to myself, my guiding-star always is, 'Get hold of portable property.'" (24.41) - Wemmick from Charles Dickens' Great Expectations.

Commentary: "Wemmick is all about owning goods that can be moved quickly, so his concept of money is closely tied to mobility. He knows that wealth (in the vague stocks, land, and savings kind of way) can be appropriated and lost, and he doesn't care about having the "right" kind of money in land; he just wants to live comfortably and to be able to keep hold of his wealth."

 Two words for the coming crisis: Portable Property.

Sat, 07/26/2014 - 14:43 | 5007600 PrintemDano
PrintemDano's picture

When the government decides to tax the shit out of your gold the Blackmarket magically appears.

Fri, 07/25/2014 - 20:07 | 5005911 Slave
Slave's picture

I figured out what happened to all the missing gold.

It's been used to make Obama's gigantic golden dildo.

Fri, 07/25/2014 - 20:13 | 5005936 Skateboarder
Skateboarder's picture

Guess what... you didn't make/build that. ;-)

Fri, 07/25/2014 - 20:09 | 5005915 XenoFrog
XenoFrog's picture

That's all very pretty but what will it do when China's neverending economic growth story comes to an end?

Fri, 07/25/2014 - 20:18 | 5005959 Quus Ant
Quus Ant's picture

Maybe that's when we find out where the gold is.  Any guesses?

Fri, 07/25/2014 - 20:22 | 5005974 palmereldritch
palmereldritch's picture

I'm thinking it's being used by China and the Usual Suspects to turn lead into even more gold:

http://www.thenewamerican.com/usnews/constitution/item/16881-epa-closure...

First, the EPA’s closing of the country’s last lead smelting facility follows close on the heels (within a little over a month) of Secretary of State John Kerry’s signing of the United Nations’ Arms Trade Treaty (ATT) “on behalf of President Barack Obama and the people of the United States.”

Article 3 of that agreement outlaws the buying, selling, trading, or transferring by civilians of all “ammunition/munitions fired, launched or delivered by the conventional arms.”

By making it impossible to manufacture ammunition, it becomes impossible for civilians to own it. Mind you, such prohibitions do not apply to government. In fact, under the Arms Trade Treaty, the national governments of member countries are given monopoly control of the entire ammunition stockpile of that country.

Another dot not being identified by other outlets reporting on the Doe Run story is the relationship of the closure to another multinational agreement: the Trans-Pacific Partnership (TPP).

What does the United States' membership in the TPP have to do with the EPA’s forced closure of a lead smelting plant — a plant, while not critical to the manufacture of ammunition, certainly important to that crucial function?

Two of the countries from which the United States will now be importing lead are Peru and Australia — two members of the 13-nation bloc participating in the TPP.

The third exporter that the United States will soon rely on for the lead necessary to make ammunition? China. Although China isn’t currently negotiating with the other Pacific Rim countries in establishing the TPP, on November 1, the Chinese state-run media reported:

China and the United States strongly intend to engage each other in the Trans-Pacific Partnership, a "high-standard" trade agreement involving the US and other countries including Japan and Australia, according to insiders close to both governments.

China's leaders see entering into regional trade and agreements as an opportunity for the nation to pursue market-oriented reform and transform its economic development pattern.

Those goals will be high on the agenda next week when the Third Plenum of the 18th Central Committee of the Communist Party of China convenes in Beijing.

"I was informed by high-level US officials recently that the US side hasn't meant to exclude China from the TPP trade arrangement," said Long Yongtu, who was China's chief negotiator for its entry into the World Trade Organization.

Long commented on Friday at the start of a two-day international forum on emerging economies, which was organized by the China Institute for Reform and Development.

"The Chinese side is also taking an active interest in the TPP. When it's ready, we are going to launch negotiations with the US," Long added.

In Novermber 2011, President Obama tipped his hand in this high-stakes game of trade talks when he told Chinese media, “Now, if China says, we want to consult with you about being part of this [the TPP] as well, we welcome that.”

Connect those dots and the picture gets clearer: The Obama administration will stop at nothing to absolutely abolish the right of the people to keep and bear arms. The means to this end are mounting: first, the flurry of executive orders unconstitutionally infringing on that right; second, the signing of a UN treaty explicitly calling for the disarmament of civilians, including the restriction on the purchase of ammunition; third, although the shutdown of domestic lead smelting capacity does not signal the end of domestic production of ammunition, it does indirectly force Americans to turn to fellow members of the unconstitutional sovereignty-stealing Trans-Pacific Partnership, as well as to communist China for a key component of ammunition manufacturing.

Fri, 07/25/2014 - 20:29 | 5005989 Callz d Ballz
Callz d Ballz's picture

China using it's CB to purchase metals while we buy stawks.

Fri, 07/25/2014 - 21:22 | 5006107 jimmytorpedo
jimmytorpedo's picture

I'm long tire weights.

Fri, 07/25/2014 - 22:24 | 5006230 RichardParker
RichardParker's picture

Long on "spent" lead acid car batteries from trade-ins.

Fri, 07/25/2014 - 20:19 | 5005963 mastersnark
mastersnark's picture

Pfffft, obviously somebody doesn't watch CNBC.

China's bull is immortal because they can build buildings nobody uses and sell metal that doesn't exist.

Fri, 07/25/2014 - 20:09 | 5005917 TeamDepends
TeamDepends's picture

New highs by the end of the year, then it's to the moon, Alice!!!!

Fri, 07/25/2014 - 20:16 | 5005949 Latitude25
Latitude25's picture

Good data except Chinese gold demand is more accurate here:

http://www.ingoldwetrust.ch/

Fri, 07/25/2014 - 20:17 | 5005950 mastersnark
mastersnark's picture

Hey, that's great and all, but how do these dudes account for the Fed's sale of a billion dollars of gold futures EVERY FUCKING DAY to keep it under 1300?

Fri, 07/25/2014 - 20:20 | 5005969 knukles
knukles's picture

They don't.  They ignore it. 
Just as many out there swallow hook, line and sinker the happy little aphorism that all the gold ever mined would fit in an Olympic sized swimming pool.  Which is pretty damned hard to believe considering that nobody knows how much of the shit's been mined, since "ever"
Duh.

Lotta bad aphorisms and legend surrounding such a wonderful item.... sigh

Fri, 07/25/2014 - 20:28 | 5005988 TeamDepends
TeamDepends's picture

One day, in the not too distant future, a large entity steps up and says, "Okay, we will buy all that paper, but we want it delivered in physical form."  That is the day that COMEX shits a brick (because they only have a few musty old tungsten bars at this point), but not a gold brick.

Fri, 07/25/2014 - 20:31 | 5005994 Quus Ant
Quus Ant's picture

What if that day already occurred and someone is keeping the transaction fertummelt?  Fining "colluding" banks and being a right awful fershtinkiner?

Fri, 07/25/2014 - 20:34 | 5006005 knukles
knukles's picture

And they claim Lumpus Insertus and force cash settlements... or better yet, cause shares of GLD to be delivered.
Read the Delivery Manual.
Nuh uh ...

the rules
be writ
to pick
the nit
and not deliver
even a bit
     -
CRIMEX Shave

Fri, 07/25/2014 - 20:46 | 5006043 Skateboarder
Skateboarder's picture

Isn't Comex's physical supply set to run out next year? (I remember reading a 2yr figure last year)

Either way, the day that GLD / SLV can't deliver any more physical is when the Ponzi folds.

Fri, 07/25/2014 - 20:23 | 5005955 Quus Ant
Quus Ant's picture

Gold Trend #5:  US Sanctions / the great treasury flush / the yellow BRICS road

Fercockt!

Fri, 07/25/2014 - 20:19 | 5005960 MountainMan
MountainMan's picture

Here we go again, the bugs are once again getting ahead of themselves. A major hammer is due to fall on the metals. Don't fool yourself into believing all this crap. More likely than not, we will probably see 1100 before we see 2000. That's just how big moves are made.

Fri, 07/25/2014 - 20:20 | 5005966 Latitude25
Latitude25's picture

Is that you GS in with your infinite wisdom?

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