In recent weeks, I’ve authored many reports pointing toward the certainty of both current as well as rising inflation ahead, which, of course, is favorable to the long-term price direction in gold.
Over the years I’ve written almost ad nauseum about the crazy I see (and saw) around me as a fund manager, family office principal and individual investor. In short, there a great deal of things which, as our advisory colleague, Grant...
In our own recent reports (and frankly any report) addressing the topic of precious metals, we confronted inflation topics, including, its many tailwinds. One critical tailwind for rising inflation is rising commodity prices, which are...
Worried about gold sentiment? Don’t be. The mainstream view of gold right now is an open yawn, and sentiment indicators for this precious metal are now at 3-year lows despite the gold highs of last August. Is this cause for genuine concern...
Despite a penchant for double-speak that would make a politician blush, the Fed tells us that its primary focus is unemployment not inflation. Let me remind readers, however, that an openly nervous Mr. Powell came out in the summer of 2020...
Regardless of one’s politics, most would agree that extremely complex issues are typically given extremely misleading titles. Not all those of the extreme left, for example, are all that “woke” and not everyone on the far right, to be fair...
In markets, as in love, it’s obviously hard to let go of something familiar yet clearly not working; but as all sober romantics eventually discover: Toxic relationships hurt.
Most law graduates share a capacity to argue two-sides of any case, regardless of their own primary conviction. When it comes to gold, my verdict as to its ultimate price direction (upwards) and its historical role (wealth preservation)...
It should and will come as no surprise that fundamentals like valuation basics and sane credit levels have left the building (and securities markets) for some time. Today, we literally invest (i.e. buy and sell) in a veritable market...
Regardless of one’s views as to the most realistic means of balancing human risk with economic risk, all would agree that COVID has both revealed and accelerated critical (and pre-existing) fissures in the financial landscape