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It is important to Tune Out the Mainstream Media Hype and Spin (or Gloom and Doom, as the Case may be) and look at the Real Fundamentals.
So consider here an overview of the prospects for Four Essential Resources: Potable Water, Gold, Silver and Crude Oil.
There is a Delusion, somewhat widely accepted, that if an Essential Resource is in Short Supply, the Supply Problem can be solved if one applies enough Appropriate Technology and Capital to it.
Realistically, though, for certain Essential Resources, supply shortages, (i.e., Demand “Longages” ) can be Managed, to a point. YesSolved, No.
This Reality provides both an Opportunity and a Threat — a Profit Opportunity for those who are aware of it, and a Threat for those who are not.

fiscal cliff

European Central Bank Head, Mario Draghi recently signaled Eurozone QE is Dead Ahead.
And the World has yet to deal with the Consequences of past and ongoing Fed, Japanese, and Chinese Monetary Policies. The coming Consequences of Central Bank QE and other Policies are reflected in the following Major Investors’ Actions and Analysts recommendations.

rocketBankers’ parasitic behavior, the result of a cultural phase transition, is entirely characteristic of a society nearing collapse. Wealth is no longer created; it is taken from others. Parasitic behavior is not confined to bankers; it also infects high government officials, corporate executives and the elite societal stratum….”  -Jim Rickards, June 2014

Deepcaster, like Jim Sinclair, believe it likely that Gold will launch into a New Record-Setting Bull Phase this Summer.   See “30 Reasons the Bear Phase in Gold Ends This Summer”.
Deepcaster’s word to the wise: Get Physical.

silver updateThere are Four Fortress Assets Investors should hold in Today’s environment of increasing Geopolitical Economic, Financial and Market Risk.
Owning some of all four is very important. Indeed, and all have Unparalleled Profit and Wealth Protection Potential in today’s increasingly risky environment.
Fortress Assets are those which offer considerable Profit Potential and some considerable degree of protection from Inflation, Hyperinflation or Deflation.

BlytheBogus Official Numbers and Fed QE (et al) policies have artificially inflated Equities Prices – they are a “Mirage” as Carl Icahn says.
And they have greatly distorted other Markets’ Prices as well. Indeed, if one looks at the Real Numbers, one realizes the Economy is not recovering and is in fact weakening. And on that basis one can reasonably conclude the S&P is 65% overvalued.
But the foregoing Realities mean that Nasty Market Surprises (and thus Opportunities) Await Investors, and sooner rather than later.

china bank runThe Currency War, Stage 2, is already Manifest in another Way. Consider that the Economic/Financial Crises of the early 1930s were characterized by Bank Runs.   We are already seeing such runs this year in Crimea, Ukraine and Rural China.
 Defaults in China have left Depositors understandably nervous. Deepcaster’s Forecast: there will be more Bank Runs and they will spread, eventually to the Eurozone and U.S.A. Physical Gold and Silver and Tangible Assets such as Energy and Agricultural Products will be the Investors’ Salvation.
Intensifying Currency Wars provide Opportunities and Threats for those who Track their Dynamic Effects on Key Markets.

When the dollar collapse comes, it will happen in two ways: gradually then suddenly. That formula, famously used by Hemingway to describe how one goes bankrupt, is an apt description of critical state dynamics in complex systems. The gradual part is a snowflake disturbing a small patch of snow, while the sudden part is the avalanche. The snowflake is random yet the avalanche is inevitable. Both ideas are easy to grasp. What is difficult to grasp is the critical state of the system in which the random event occurs.” 

Jim Rickards, Currency Wars 

Major Fiat Currency Printers around the World are devaluing their currencies by “printing” ostensibly in order to bolster their economies.
But the consequences of The U.S. Fed’s QE for example, have been increasingly to artificially inflate financial Assets and enrich The Fed’s Mega-Bank Owners. It has not resulted in an improving U.S. Economy or Employment Picture.
But the Fed’s QE and related forms of Money Printing have unleashed Serious and Impending Financial and Economic Threats.

dollar collapse panicWill The Cartel price suppressors win out when it comes to Precious Metals and other Tangible Assets prices, or will increasingly Bullish fundamentals propel them further up?
Whatever the answer, the mounting evidence is that the Fed-led Cartel is knowingly creating conditions designed to force the U.S (and, indeed, the entire industrialized world), to eventually choose between a Hyperinflationary Depression and the Cartel‘s ominous “End Game.”
As Jim Rogers and David Stockman have recently pointed out, Fed Policy is impelling us to such a Climax.

debt chicaneryDo you own any Bonds? Does your Retirement Account hold any Bonds? Better check. And in particular check the Yield.
Consider the recent fate of Bonds issued in Argentina or Turkey. And consider what the Real Inflation Rate is in Emerging Market Countries.
The Deception/Delusion (whichever one prefers) is not only about the Real Rate of Inflation. What about “Bail-Ins” and “Super Priority” Rights of Mega-Financial Institutions in the event of another Financial Crisis?
And does the country of issuance have Capital Controls? Is the after-tax Yield really sufficient to compensate for the Real Rate of inflation and Risk to Principal?
If Answers to any of these Questions Disturb you, just realize where a large Part of the Blame lies. The Fed and other Central Bankers have and are devaluing money and interest Rates to the point where Money can be borrowed at very low rates.

hyperinflation“It isn’t what we don’t know that gives us trouble, it’s what we know that ain’t so.”  -Will Rogers

Knowing what “ain’t so” is increasingly important for Investors and Traders Going Forward. 
Indeed, going into 2014 perhaps the most important Realization to be made is that certain Grand Investment & Trading Strategies and Assumptions which were profitable in the past (e.g., in 2013) may well not be profitable in 2014 and beyond.
For one, the ongoing Currency Wars – the Competitive Devaluation (i.e., loss of purchasing power) of Fiat Currencies by Central Banks – will be an increasingly important factor, as Warren Buffet tacitly acknowledges. The Assumption that Fiat Currencies are a Reliable “Store” of wealth will be increasingly questionable.

incomingWe know that there is precedent for Mega-Bank “Bail-ins” (i.e. confiscation) of Depository Accounts (cf. Cyprus and Poland) and Super-priority payments to Mega-Banks, (cf. MFGlobal) in the event of another Financial Crisis.
And now we hear, in the SOTU no less, that Americans are invited to stash their wealth (such as they have left) in MYRAs, which presumably will hold Treasury Securities.
Securities which depreciate as inflation increases.
And Investors have to cope with other “incoming” as well including Real Inflation of about 9%, & Real Unemployment of 23%.
And also we have suppression of P.M. prices. But there is a strategy for Surmounting all this Incoming and Profiting. At best American Holders of MYRA are likely to Suffer loss from inflation, and at worse loss of principal.
But arguably the more serious Incoming Threat is the Ongoing Destruction of the Purchasing Power of the $US by the private for-profit US Fed’s policies.

gold crashJim Sinclair is correct to claim that “U.S. Major markets will Implode, if Emerging Markets Implode.
Indeed, our Mid and Long Term Forecasts for a Major Market Crash in 2014 have been thus Far spot-on Correct.
Last week’s 600 Point drop in the Dow is the First Major Harbinger of The Great Crash we have been forecasting for Months.
We are just seeing The Beginning of The Beginning.

gold MSM MopeDevelopments since January 8 verified the Reality of what we have been claiming for weeks, a Market Moving Truth denied publicly by major governments and much of the Main Stream Media – the fact that the Economy is not recovering.
Massive Climacterics such as Equities and $US and US T-Bond Tops and Gold and Silver bottoming, are developing. Savvy investors should consider putting on long Gold, Silver and Miners positions such as the ones we have recommended.
Those who recognize and take advantage of these Climacterics are likely to substantially Profit.

chart of the day gold plungeThe evidence that a Cartel of Central Bankers and Allies has been suppressing the Prices of Gold and Silver (so as not to have A Real Money Competitor, to their Fiat Currencies and Treasury Securities) has been building for years.
Indeed, the evidence is so overwhelming that it is increasingly making its way into certain Main Stream Media.
But the foregoing private communications to Deepcaster raise a Key Question. “Why can’t they just keep doing this?
Many of us Gold Partisans have wondered the same thing, especially in light of the fact that Germany asked for its Gold back and did not get it.
But the Answer is Clear. Gold Price Suppression can not continue, which raises the questions “Why?” and “How much longer will it last?”

silver rallyMaturing and Nascent Trends and New Developments should increase Social and Economic Turmoil and Greatly Increase Volatility in the Markets in 2014. Result: Mega Moves in Key Markets, the Most Salient of which we outline here.
These Mega Moves will create Great Opportunities for Profit for the Nimble and well-informed, and Great Losses for the Purblind or those in Denial of Economic and Financial Realities.
A Currency Devaluation War is quietly underway and it will end very badly for the Economy and the Markets.
A Major Consequence is that as the $US (and other Major Fiat Currencies) Tanks, we expect it will be reflected Mainly in appreciation of the Price of Tangible Assets e.g. Crude Oil (we are already seeing this) and Gold and Silver.