The Flying Frisby - money, markets and more
Readings of brilliant articles from the Flying Frisby. Occasional super-fascinating interviews. Market commentary, investment ideas, alternative health, some social commentary and more, all with a massive libertarian bias. www.theflyingfrisby.com
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Odyssey, Bitcoin & the Three-Pinter
<p>Good Sunday to you,</p><p>I finally went to see Odyssey last night. I’d been intending not to, after everything I’d read on X, but my daughter persuaded me, and I actually quite enjoyed it.</p><p>Maybe not an A+ movie, but a pleasant enough way to spend a few hours. I didn’t feel violated by all the casting, in the way that purists were, although Helen should have been stunningly beautiful, which she wasn’t. To use the parlance of the incel rugby player, she was a three-pinter.</p><p>And what people see in Z...
How to Play the Next Bitcoin Cycle
This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.com<br/><br/><p>Bitcoin is both volatile and cyclical. </p><p>You get periods of extraordinary gains. But then you get periods of extraordinary losses. But …</p><p>If you can buy during low points in the cycle, that volatility can work in your favour. </p><p>And the house view is that we are within a month or two of the low point right here and now. </p><p>It might be that the very low was on July 1st at $58,000. It might be...
When Time Stops
<p>One of the best things you can do with your time is hire a boat that you can sleep on and float up a river for a few days.</p><p>Time stops.</p><p>Absorb the weather, whatever form it takes, but sunny is best. Breathe in the air. Sleep as the boat gently bobs up and down. Contemplate. Talk. Play games. Eat. Swim.</p><p>Peace descends and nothing much matters any more.</p><p>I’ve done this several times on the Thames and, having just spent a few days in Serbia, I now plan to do...
The Three Financial Storms on the Horizon
<p>Yes, physical gold is a safe haven, but gold also attracts a lot of speculative capital, particularly the paper markets. Gold futures are among the most traded futures in the world, and there is nothing physical about them. So when there is a panic, gold tends to sell off along with everything else as liquidity dries up and everyone rushes to cash.</p><p>The US dollar is actually the safe haven, except that it isn’t, because you are bleeding 7 or 8% of value every year to money supply growth.</p><p>I am getting so many messages at th...
The Commodity Supercycle Has Begun
<p>Today’s post is short and simple.</p><p>Investing is often best done that way.</p><p>The short of it is this: a new commodities supercycle has begun. It’s going to last several years. You want to be long natural resources and natural resource companies.</p><p>The declining purchasing power of national currencies muddies the waters, but I should say that the eventual price of commodities, metals, grains, meats, fossil fuels, softs such as coffee and cotton, is lower. This is especially the case if you measure them using a constant unit of account such as g...
Copper Is Telling Us Something
<p>I have been banging the drum for copper for some time, but it is becoming increasingly difficult to ignore. </p><p>Gold has the glamour, but many, including veteran investor Rick Rule, now see the greater opportunity in copper. </p><p>In summer 2024, I highlighted three copper companies Amerigo Resources (ARG.TO) at around C$1.75 and Arizona Sonoran Copper (ASCU.TO) at C$1.36 and QCCU (QCCU.V) at 12c . Amerigo and Arizona Sonora both hit C$8 on Monday meaning gains of ~350% and ~500%. QCCU, on the other hand, is still at 12c. You can’t win them all.Back in Ma...
Alasdair Macleod: Only A Gold Standard Can Stop The Currency Collapse
<p>Good Sunday to you,</p><p>This week I’m talking to the goldbugs’ goldbug, Alasdair Macleod.</p><p>I’m more of a continued decline, muddle through guy, but Alasdair, as you shall see, is very much in the outright collapse camp and he sees that outright collapse coming soon, as you shall hear - within the next 18 months!</p><p>Alasdair has spent decades studying financial markets, monetary history and the role of gold, and his argument is uncompromising: gold is money; pounds, dollars and euros are credit. I could not agree more. Confidence in fiat currencies is app...
What Actual Gold and Silver Investors Are ACTUALLY doing
<p>Good Sunday to you,</p><p>I am being impersonated again, so if you receive messages from someone that looks like it could be me, it isn’t. Please block and report. (Also feel free to message me so I can report them too.) Many thanks …</p><p>We have another Money, Markets and More for you today with Joshua Saul, founder and CEO of The Pure Gold Company, who tells us what gold and silver investors are actually doing after one of the most extraordinary runs in precious metals in recent years.Joshua is in the unusual position of s...
Former Rothschild Banker Exposes China’s Obsession with Gold
<p>Apologies for the double email this Sunday, but we have another Money Markets and More, in which I sit down with precious metals analyst and forecaster Ross Norman to discuss the precious, China and why he believes the forces driving the precious metals bull market are structural.</p><p>You can either watch the video above, or listen via Apple Podcasts, Spotify et al.</p><p>Ross has spent decades analysing the precious metals markets and has repeatedly won the LBMA’s annual gold forecasting competition. Few people know the mechanics of the physical gold market better, which makes hi...
Is the Uffington White Horse Actually a Horse? And What Is It Doing There?
<p>Last week I walked some of Britain’s oldest path, the Ridgeway, which runs across south central England. It’s literally a ridge, and would once have been a vitally important path when the valleys on either side might have been impenetrable marsh or forest.</p><p>I walked 56 miles in 4 days, starting in Avebury and ending in Goring.</p><p>Lots of amazing views of Britain’s brown and pleasant land. Red kites galore. And, early on Day 1, I even saw a brown hare, something I hadn’t seen for many decades. At one point it sprinted (should say gall...
