43 Comments
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Dorothy's avatar

Great article. Don't keep too much at home..Store it. I really don't care for Paper gold, I like the real thing. I'm a long time Gold, Silver and other precious metal holder. My only fear is the Government could come knocking at your door one day. Unfortunately, that's life.

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Steve L's avatar

Sweet Dorothy, nothing to fear as long as we the people have the right to defend ourselves, our families our country and our wealth.

God Bless America, and those who fight for her!!!!

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Dorothy's avatar

Well said!

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GB's avatar

They could knock at mine as much as they want, but they won't get in, and even if they did, they they wouldn't be leaving with my gold. They'd have to catch me with it if they want it. They'd also waste their time if they take my house apart or try metal detecting in my back garden. Mind you by then its civil war time in the UK.

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John de frank's avatar

By what standard do you judge that advance of gold from 2015 to its current level has anticipated the current level of inflation by my standard which includes a commodity index dating back to 1930 when gold was $20.67 has advanced to 10,000 this month versus 100 in 1930 by that standard gold is selling at a discount in inflation adjusted terms

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Dean McLeod's avatar

Damn you Bill! Always spewing blunt possibilities and ruining my day. Kidding! Many new readers, and clearly the rest of the investment world, don't carefully consider the dangerous realities of investing. It's taken me years to fully grasp the complexities. Unlike most of the elites, I think the Bonner guys didn't get rich by flattery, deceit, cheating and stealing. Good on em.

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Charles Carter's avatar

No comment, just a question. Does this hold for silver as well? Thanks

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Steve L's avatar

Silver will make you rich, if so desired!

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Juan's avatar

More paper silver than paper gold .

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Juan's avatar

Great article of Bill, he really explain the difference of holding gold in a safe or having gold in an account like me . He is right if guys like me wanted to exchange the gold in account to physical , the price would explode . Now , and I hope I am right as no pass track record , the next real crise what ever that mean Bill , who knows what fiduciary gold or physical gold price difference will be . Till now “ no difference “ 1980 inflation. Same price. , 1987 no difference, 1997 Mexico - Russia , LTCM , encore no difference, 2001 no difference , 2008 neither , Covid ... niet .... but I agree better physical than fiduciary... but here in the chocolate country you pay VAT and a AGIO all together 10-12 % higher than spot price ... last thing I don’t thing that gold is an insurance ag inflation it s just a much better place than “ fiat money “ back nothing ....

But again great article to explain the difference between physical gold and fiduciary ( or account ) gold 👍

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Don Harrell's avatar

Good explanation why gold just sits and holds steady. No pressure. The paper is taking care of the value of the contract. The Bible says in Ezekiel 7-19 that "they will cast their gold into the streets." Most probably have not reached that point yet. Just sayin'

Don Harrell

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Sluggo's avatar

And Fisher Investments says avoid gold. They also say we’ve bottomed and it’s time to get in equities 100%

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Sluggo's avatar

So just how do I take 2.5mil in a 401(k) and hold physical gold?

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User's avatar
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Jun 28, 2022
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Sluggo's avatar

Yes, I wasn’t going to.

It’s just that all this “hold physical gold” in any amount that would supposedly ensure financial security seems a LOT easier said than done…even if it should be done.

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Dorothy's avatar

You might look into Reits and/or warrants as another avenue. Be sure the person doing the recommendation has a good history in that business. The only one I know is Strategic Traders who does warrants by David Forest.

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Jun 29, 2022
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Kevin Leader's avatar

A Casey man

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Jun 28, 2022
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Sluggo's avatar

Ok, fine, 30%. Hell, make it 20 or 15.

So now that I’m duly chastised and re-read, how to put 30% of 2.5mil 401(k) into physical gold? And it’s a company 401(k) that offers 24 mutual funds for investment options.

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Timothy Collet's avatar

Aren’t you discounting that desperate governments do desperate things, like when FDR confiscated all the gold in private hands? The world is in greater difficulty now than ever before, it has printed fiat currencies to infinity, and the only thing left to confiscate is gold. What’s our Plan B?

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GB's avatar

Don't give it to them?

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StarboardEdge's avatar

2A, en masse...

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Bert Uni.'s avatar

Great letter as always.One more thing about physical gold.It doesn`t burn (easily).

As a kid we were told "paper is patient,you can make it say anything" and if you don`t like what it says ,you can always burn it.

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Mark1's avatar

I just re-read the transcript from the interview with Jim Rickards. He mentions estimates of 100 to 1, paper to actual gold, not the 10 to 1 Bill uses. A substantial difference. I wonder who is closer.

But thanks, Bill for addressing the topic. Do you suppose that any governments might be using this leverage in order to manipulate the price of gold, for whatever reasons?

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FearNoFoe's avatar

My money would be on JR on this one

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Jun 28, 2022Edited
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Kevin Leader's avatar

I think Bill is a Billionaire

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Jun 28, 2022
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Kevin Leader's avatar

To me the USA has been the best and most free country to live, and still is for now, I cannot see another country coming close in my life time.

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Juan's avatar

Kevin , may be is the time to start traveling around the world ... my red fish think that his bocal is paradise ... no insult ...Kevin just putting some humor 😉

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Kevin Leader's avatar

I live in Canada I was originally from the UK. I have visited Mexico, Spain, France Holland, Belgium, China,Indonesia, USA and Ukraine.

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Jun 29, 2022
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Juan's avatar

Spend this winter in Andalucia , and leaving with my spouse to spend the winter of the North hemisphere in the down under country of my spouse ( Perth, Queensland) October - March

We are blessed to be able to travel

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Jun 29, 2022
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Juan's avatar

Great memories , time unfortunately fly to fast 😢 my parents were born in Jaen , ( Andalucia ) myself in Barcelona an arrived in Geneva in 1959 ... you can see the immigration south north running away from the recession. In spain 1950-1970 . 😉

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StarboardEdge's avatar

And apparently Bill is now a fugitive from the crooked "Law" in Argentina. Reading between the lines on his missives a few weeks back, he got on a plane just in front of a warrant. Unjustified or not, dem seems to be de facts.

How much is a property worth if you can't go back?

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Kevin Leader's avatar

Might be a pinch of salt for Bill

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Jun 28, 2022
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AFriend's avatar

100 years ago they would have lined Trump and his crew up against a wall.....

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GB's avatar

Not in America though, it was the communists who were on the receiving end then in the US. In the USSR they would. The bad news from your point of view, is that you'd have been up against the wall under Stalin before Trump and his crew were.

So, over here in the UK, we are now waiting for the BLM insurrectionists to be tried.

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Steve L's avatar

ACommunistFriend,

Yes my friend, in Russia.

You are the the typical, ignorant, useless idiot that has supported the communist party throughout history.

Don't worry my A hole friend, history is coming for you :}

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Jun 28, 2022
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AFriend's avatar

And given them medals in appreciation of their work in protecting our elections from Russian tampering.

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AFriend's avatar

Rupert Murdoch of Fox News fame is the owner of the NY Post. More lies.

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GB's avatar

so what is this then, a 'undercover NY Post Journo at the NY Times?

https://www.spiked-online.com/2022/03/13/the-new-york-times-mask-has-slipped

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Jun 28, 2022
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Dorothy's avatar

You are hopeless.! . Watch the Jan 6th hearings when they resume. You have missed several of them already. They are taking a break now but will resume. I know you won't because you're afraid it will bust your bubble with Trump and his gang. You might find out the real truth.

P.S. You don't need to respond...I'm tired of all your name calling. You make a fool out of yourself when you do that.

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Jun 29, 2022
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Jun 28, 2022Edited
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Sluggo's avatar

Excellent analysis. Thx

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