Risk2reward, Jim Rickards is the man behind Agora Financial who puts out a newsletter that I subscribe to. Jim pops up (seemingly) everywhere especially in the US where his financial commentaries are endless. He is the author of best-selling books that I am sure most of you are aware of i.e. The New Case For Gold, Currency Wars, The Death of Money. I haven’t yet read his latest book published last month, The Road To Ruin, but will when it arrives from Amazon. I can recommend each as very good reads.
If you can sort out the hype and disregard the subscription sales plugs, there is some relevant in very interesting figures there……. even if it is US based.
Re Panax, your comment Simoncho is spot on “they wouldn't make a marketing appointment if they were uncertain of their supply.” Indeed, I am sure all will be revealed and corks popping next week when the Panax deal is finally confirmed.
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