I have followed Jim Rickards as well. But if you want the original person whom I believe many of the so called "cyclical analyts" get their info from, try Martin Armstrong's blog @ armstrongeconomics.com/blog. I think you will find a more comprehensive view point of the global flow of assets and how that impacts prices from one currency to the next. He also tracks every market, economy and political cycle on the planet with his propietary AI platform, Socrates. His program takes the human emotional bias out and just tracks what is really happening in multiple timeframes.

GLTA

PS still holding for the long term payout, 387,500 shares