2015 Black Swans – or another BRIC in the wall – by Lawrence Williams (Mineweb.com – January 8, 2015)

http://www.mineweb.com/

A New Year newsletter offers some fascinating interpretations of current geopolitical issues and a positive view on gold as the best currency at such a time of uncertainty.

China set to play leading role in setting up and financing financial entities which will be strong rivals to the IMF and the World Bank.

As Mineweb’s principal commentator on precious metals matters I tend to be in receipt of various emails virtually everyday or so from precious metals and geopolitical analysts and commentators – some of whom provide some really good and interesting new material, while others provide views and thoughts which, quite frankly, are not worth taking the time to scan them.

Some of these analysts are somewhat trapped in a groove saying the same things over and over again. Eventually they may well turn out to be right – what goes around comes around – but sometimes this can take an awful long time eventuating. And of course, there are a number out there trying to promote their own premium services, which is fair enough as people need to make a living, but the problem here is that too many of them preach entirely to their own vested interests.

While there is often much that is good in what they have to say it is sometimes difficult to separate the wheat from the chaff.

That said, it is always pleasant to come across a New Year newsletter which is not in itself promotional, but which raises some very interesting points. Several of these I was not aware of in any detail before, although may have come across some aspects en passant.

Yesterday I received one such email from Richard Poulden of Black Swan plc in Dubai which sets out some extremely intriguing interpretations of current geopolitical matters. These primarily involve in particular China and Russia, and the part the BRICS nations (led by these two powers) are playing in what some call ‘the great game’ of international geopolitics and the potential effects of what impact they are likely to have on the global economy going forward.

I now know that Richard publishes an annual non-commercial newsletter looking back on the past year and forward to the new one – and reading his past efforts (on the www.blackswanplc.com website) one realises he is a very astute observer indeed. Much of what he has predicted in the past has come about.

For the rest of this article, click here: http://www.mineweb.com/2015-black-swans-another-bric-wall/