Gary Bohm

Latest positions

• GBGary BohmStrongly bullish on Homestake Mining Bohm points to Homestake Mining's 600%+ rise in the Depression as the model for gold miners in the coming storm. “you could buy a gold proxy in terms of a gold miner and home stake mining went up 600 plus percent” ▶ 51:25 LAKS GANAPATHI | Gold & gold proxies have been t… · 30 Sept
• GBGary BohmRisk rising sharply on private credit He frames private credit as a cascading break risk spreading across credit and equity markets. ▶ 46:48 LAKS GANAPATHI | Gold & gold proxies have been t… · 30 Sept
• GBGary BohmFor on Federal Reserve System The Fed will step in and create more dollars to hold rates down if yields keep climbing. “If yields keep climbing, the Federal Reserve is next. That means creating more dollars to hold rates down.” Open the post The same rising bond yields that knocked gold lo… · 28 Sept
• GBGary BohmFor on U.S. Department of the Treasury Treasury is already acting as the first backstop, buying bonds and using cash on hand. “The Treasury is already the first backstop, buying bonds and using cash on hand.” Open the post The same rising bond yields that knocked gold lo… · 28 Sept
• GBGary BohmRisk rising on bond market The bond market is at risk of breaking if yields keep climbing. “You only need to trust that officials will keep printing rather than let the bond market break.” Open the post The same rising bond yields that knocked gold lo… · 28 Sept
• GBGary BohmBullish on gold Gold may look weak today, but it will be supported once officials keep printing money rather than let the bond market break. “If you believe that is coming, gold does not have to look strong on a Monday in late September.” Open the post The same rising bond yields that knocked gold lo… · 28 Sept
• GBGary BohmSharply rising on National Debt The national debt is a huge, unfixed problem with no plan to cut it, generating a guaranteed interest bill. “the real problem, which is a huge national debt and no plan to cut it the hard way” Open the post Gold and nominal yields can rise together once t… · 28 Sept
• GBGary BohmStrongly bullish on gold Gold and nominal yields can rise together once the market discounts the currency itself, as in the 1970s, and will do it again. “They did it in the 1970s and they can and will do it again.” Open the post Gold and nominal yields can rise together once t… · 28 Sept
• GBGary BohmRising on interest rates Yields at the 5% handle across the curve are a guaranteed bill, not Volcker-style medicine that resolves anything. “Today’s 5% handle on the 5-year, 10-year, and 30-year sits on a $40-plus trillion debt pile” Open the post Gold and nominal yields can rise together once t… · 28 Sept
• GBGary BohmSharply rising on deficit The deficit will keep growing because there is no political appetite for cutting spending. “There is simply no appetite for cutting spending and getting the deficit under control.” Open the post Locked spending means bond issuance cannot slow … · 21 Sept
• GBGary BohmSharply rising on interest on the debt Net interest is the vicious piece and will soon be the largest piece of the pie, growing as yields rise. “Net interest is the vicious piece and will soon be the largest piece of the pie.” Open the post Locked spending means bond issuance cannot slow … · 21 Sept
• GBGary BohmSharply rising on inflation Locked-in spending will keep getting worse and add more pressure on inflation. “This will continue to get worse adding more pressure on inflation and yields.” Open the post Locked spending means bond issuance cannot slow … · 21 Sept