Monday, January 14, 2013

Hathaway - The Case For Gold To Trade Substantially Higher

"Today John Hathaway spoke with King World News about why gold is headed substantially higher in 2013 and the years beyond. The four decade veteran and prolific manager of the Tocqueville Gold Fund also believes money will continue flowing into physical gold from around the world. Here is what Hathaway had to say: “Well, to me the imperative to hold gold is stronger than ever. The current effective interest rate on the $16 trillion of US debt outstanding is less than 2%. That’s partly because the Fed remits interest back to the Treasury on the bonds it owns, and last year that number was almost $90 billion.”
 
John Hathaway continues:
“Should the Fed ever divest their bond holdings, which I don’t think they can ever possibly do, but even if interest rates stay at 2% or 2.5%, that’s $90 billion the government is going to have to start paying that they haven’t had to pay.
If we ever see a 300 or 400 basis point rise in interest rates across the yield spectrum, and multiply that times $16 trillion, that’s another $600 or $700 billion additional to the deficit we (already) have right now...."
 

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