Brainstorms Archive

Gold Third Quarter 2008 Review
20 October 2008
Is Gold Still In a Bull Market?
08 October 2008
Why we still think so.
Gold Mid-Year 2008 Review
11 July 2008
Gold Stocks Are Cheap
20 March 2008
An exploration of gold share optionality.
A New Chapter for Gold
29 August 2007
Credit Woes Should Revive Interest in Gold and Gold Shares - John Hathaway
The Worst Loans are Made in the Best of Times
18 June 2007
Joseph Piropato
Gold Shares: The Mystery of the Flatlining XAU
11 May 2007
John Hathaway
France at a Crossroads
17 April 2007
Turkey at the Crossroads
05 April 2007
Staying the course to economic reform and a modern state
Today’s Avalanche Forecast
05 March 2007
Gold, Risk, and the Snow Pack
Trivial Pursuit?
31 October 2006
How and why policy officials and central banks belittle the bull market in gold.
ACROSS THE VALLEY OR OVER THE HILL
31 October 2006
America's Favorites
04 May 2006
Losing money betting on the favorites
Liar’s Poker
26 April 2006
How Central Bankers fritter away their time (and ours.)
Tocqueville Gold 2005 Year-End Review & Outlook
30 January 2006
A Process of Elimination:
30 June 2005
Gold is beginning to attract capital flows based on disappointing results in other capital market sectors.
Euro Trash
24 March 2005
The Euro turns toxic.
Beardsley Ruml’s Road to Ruin
04 November 2004
The end of the road for the dollar?
Letter to Harmony Board
02 November 2004
A copy of a letter we sent to the Harmony Board stating our objections to the proposed takeover of Goldfields.
Wall Street, New York City, and the Reagan Revolution
10 June 2004
A reflection on the Reagan years.
Interest Rates and "The Death of Gold"
05 May 2004
Understanding the correlation between gold and interest rate fluctuations.
Investment Styles and Market Cycles

The "Real" Value of a Dollar
14 February 2004
Think you know what your money is worth? Guess again.
Year End 2003 Gold Review
08 January 2004
Portfolio manager, John Hathaway, takes a look back at the past year in gold.
The Mutual Fund Industry
14 November 2003
Tocqueville's President, Robert Kleinschmidt, addresses the current concerns within the mutual fund industry.
Numeraire to Saucissons?
18 November 2003
How central bankers are demonitizing gold and what it means.
Gold: Mid-Year Investment Review
23 July 2003
John Hathaway comments on the gold market.
Sometimes Say Never
22 July 2003
Gold For Dummies?
30 June 2003
Gold is a mystery to most investors. This article should spell out the ABC\'s.
The Gold Equity Share: An Idea Whose Time Has Come
15 May 2003
New gold ETF instrument introduced by the World Gold Council has significant positive implications for the gold market.
Another View
28 March 2003
We can go one of two ways from here, but not back to where we started.
Beyond Iraq
20 February 2003
The latest views from gold manager John Hathaway.
Vindication Amid Turmoil
10 February 2003
Shenzhen Ten Years Later
10 November 2002
Business As Usual?
28 October 2002
With the stock market recovering, is it time to return to business as usual? Not for gold investors.
O Brother, Homestake, Where Art Thou?
29 May 2002
Our thoughts on hedging.
Things I Think I Know, And Some I Know I Don’t Know
30 March 2002
A Backdrop For Our Current Investment Strategy.
Will Japan Sink Into The Pacific Ocean?
24 February 2002
Answers to our Japanese investing.
The Investment Case For Gold
22 January 2002
The 'basics'
Gold As Theater
23 August 2001
Something to really think about...
OOPS!…
19 July 2001
Ten Rules For Investing In Gold
02 July 2001
Thoughtful comments for the gold investor.
Missing The Worst Days
01 June 2001
A New Paradigm For The Old Economy
27 February 2001
The surge in natural gas prices will be followed by similar moves in other commodities, including gold.
Vicious Circle?
15 December 2000
The US Dollar: Over Owned and Over Valued
15 September 2000
A speech delivered at the 2000 Mining Investment Forum. A bear market in the dollar seems around the corner. This should stimulate investment demand for gold.
Gold Review
15 August 2000
The Tocqueville Gold Fund is the #1 performer in the precious metals sector during the two years since inception. Comments and outlook.
Who Wants to Stay a Millionaire?
15 June 2000
The truth about getting rich quick in the stock market.
Conspiracy and The Gold Market:
01 June 2000
A response to a recent news story.
The Folly of Hedging
15 May 2000
How hedging activity by gold producers simultaneously undermines the gold market and industry financial health.
Roundtrip.com
22 May 2000
The bursting of the Internet bubble will ultimately lead investors to look for common sense investment alternatives.
JP Morgan To The Rescue?
15 May 2000
Recent data from the Office of Comptroller & Currency suggest a major gold market rescue operation conducted in the 4th qtr.
French Gold Sales?
06 November 2007
Reflections on India
15 March 2000
An ancient world and a modern world, side by side.
Apocalypse No
15 February 2000
Update on Gold
Rich on Paper
15 January 2000
Gold ready to rally after three month consolidation. Investment demand will begin to play a major role.
DryHole.com?
15 January 2000
Oil has doubled and so have some oil-service stocks. But we are holding on...
Fine-Tuning Our Investment Discipline For The New Paradigm
15 December 1999
A satirical memo from our chairman to all Tocqueville portfolio managers.
Guangdong Kelon
15 December 1999
Annual Review 1999
31 October 1999
Looking back at the year.
Don't Fight the Fed
15 October 1999
On the perils of the market.
Simple Math & Common Sense:
07 October 1999
The gold short squeeze is just beginning.
Fund News- Redemption Fee Announcement
01 October 1999
CNBC-Street Signs
29 September 1999
Interview with John Hathaway of the Tocqueville Gold Fund.
Break Out!
27 September 1999
Gold and gold shares broke out today from their lengthy downtrend.
Gold Bulletin
15 September 1999
The gold market has bottomed!
Real Good News
15 September 1999
Brazil's market is poised for recovery... politics of fiscal reform permitting.
The Golden Pyramid
20 August 1999
A classic article by John Hathaway in \'99
Gold: Sending Out False Signals
15 May 1999
A recent article in Grant's on current conditions in the gold market.
Gold: Home On The Range?
15 April 1999
Recent massacre of gold by speculative selling
Anticipating A Trend Reversal: A Time For Opportunistic Investing
15 March 1999
When the speculative euphoria now gripping the U.S. equity markets comes to an end, investors will gravitate toward opportunistic approaches dependent upon superior stock picking skills. BE PREPARED
Bullion Dealers: Spin Meisters of The Gold Market
15 February 1999
More on Gold Market Manipulation (1999)
A Very Comfortable Recession
15 January 1999
After spending two weeks in Japan, we report back
Gold: A Pot Worth Watching
15 December 1998
Government price manipulation is keeping a $300 lid on gold for the time being. However, this scheme, like all others to fix prices, is living on borrowed time.
Gold Showing Signs of Life
15 November 1998
Deflation and economic meltdowns are causing a secular shift towards reflationary economic policies. This should make depressed shares of gold stocks a good bet.
Jack Welch Answers...
15 October 1998
Mr.Welch replies to our September letter
Why Not Simply Buy Korea?
15 September 1998
You Mean, Like,... Metals?
15 September 1998
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