The Case for a Massive Price Deflation in the Midst of Quantitative Easing

We learned a lot about the geological side of the mining business when we talked to the president and CEO of one of our sponsors. We then spent time with a leading economic forecaster and wave analyst.

Most gold bugs believe quantitative easing is undeniably inflationary–even hyper-inflationary. Ian Gordon believes exactly the opposite is true at this period of time within the 60- to 70-year long-wave cycle.  Ian will provide a detailed argument to suggest that the more Bernanke prints, the greater the deflationary depression will be.

In the midst of a major credit deflation like the one we are now in, the real price of gold rises dramatically, paving the way for the gold mining share bull market of a lifetime. But you can’t simply throw darts at a list of mining stocks to optimize returns. To help understand the risks/rewards related to mining stocks, exploration geologist and President of Riverside Resources, Dr. John-Mark Staude will educate us on concepts and terminologies to reduce risks inherent in this sector.

3.23 pic 2.jpgIan Gordon is a globally renowned economic forecaster and author of “The Long Wave Analyst” newsletter. A student of economic and investment history, Ian’s unique analysis of the cycle has garnered great praise from many notable sources including some exceptionally well-known investment managers. Ian is a consultant to many mining companies and has assisted many junior mining firms in raising capital over the past number of years. Ian was perhaps the first investment professional anywhere to recognize that the markets were about to give birth to a new secular gold bull market when he started writing his Long Wave Analyst newsletter in the late 1990s. He was also one of the first financial professionals to begin aggressively raising capital at the very start of this secular bull market in gold.

3.23 pic 1.jpgDr. John-Mark Staude has over 20 years of diverse mining and exploration experience in precious and base metals. He earned a M.S. from Harvard University in 1989 and a Ph.D. in economic geology from the University of Arizona in 1995. Mr. Staude has held positions of increasing responsibility with a number of major international mining companies including Kennecott, BHP-Billiton, and most recently Teck Cominco. He also worked with smaller commodity-focused companies like Magma Copper Company and consulted to private investment groups. Mr. Staude has an extensive Latin America mineral resource experience as well as worked in Europe and Asia, initiating companies and managing successful exploration programs in Turkey, Romania and China. His technical and managerial experience spans more than 30 countries in diverse geologic environments. Through Riverside Resources, he continues to build profitable businesses through prospect generation, early stage partnering and drill discoveries.

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Jay Taylor
TSX Gold

Mr. Taylor is editor of J Taylor’s Gold, Energy & Techn Stocks newsletter. A native of Ohio, he has resided in New York since 1973 when he began working there for Barlcay’s Bank International. His interest in the role gold has played in U.S. monetary history led him to research gold and into analyzing and investing in junior gold shares.

In 1981 he began publishing North American Gold Mining Stocks, which preceded his current newsletter. His continuing interest in gold mining prompted him to study geology at Hunter College in New York City, supplementing his MBA in Finance & Investments. Throughout his career Mr. Taylor worked as a commercial, then as an investment banker. Most recently, he worked in the mining and metals group of ING Barings in New York. Prior to that he was involved in the first gold loan made in modern times in the U.S. to Amax Minerals, a 250,000 oz. loan facility led by Citicorp. 

In 1997 he resigned from ING Barings to devote himself full time to researching mining & technology stocks, writing his newsletter and assisting companies in raising venture capital.

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