The Economic Shocks are Just Beginning
Western sanctions are crushing the Russian economy, yet Putin has little option but to double down, sending shockwaves throughout the global economy.
Mason Stetler
Volatility is the Story of the Day
Geopolitical, financial, and economic uncertainties are compounding in a precarious display of ups and downs across nearly every asset class.
Russian Invasion Sends Gold Through the Roof
Russia changed the course of history this week with its invasion of Ukraine, crushing risk assets, spiking energy prices, and triggering a massive move into gold.
Gold Breaks Above Declining Trendline
Macroeconomic and geopolitical risks are stimulating interest in gold, but the mass money transfer is only just beginning.
This Week is Proof: The 60/40 is Doomed in Years to Come
Today’s frothy market is giving 60/40 investors a bitter taste of what is to come. Record-high stock valuations, exorbitant debt, high inflation, and rising interest rates are sowing the seeds for a radically different economic era.
Technology Stocks Plunge. What Comes Next?
Pressure is stacking up on technology companies, wiping out billions in market value. This volatility will likely contribute to a risk-off market attitude.
Gold: The Key to Escaping the Bubble
A stock market correction, a bond yield spike, a dash for gold – this week had it all. Will this be the exception or the rule for 2022?
Investors Duck for Cover, Gold Provides a Haven
2022 has humbled high-flying tech stocks, forcing investors into a risk-off attitude, and sending gold above $1,840/oz.
7% Inflation: Who’s to Blame?
CPI reached the highest level since 1982. Policymakers are scrambling to assign blame and introduce solutions that won’t sacrifice the economy or the stock market.
The Fed’s Balance Sheet: What you Need to Know
The Fed plans to reduce bond holdings and increase interest rates in 2022. History tells us gold is one of the strongest assets in this environment.
Nothing is Free. Especially Government Printed Money.
The Fed’s response to the Great Financial Crisis changed the world of economics forever. We live in the age of free money, which tends to sacrifice long-term economic stability for short-term reward.
Is the U.S. dollar strong, or is everything else just weak?
Once again, gold is stuck below $1,800/oz as the U.S. dollar index rises, the Fed takes a hawkish turn, and geopolitical pressures build across the Eurozone and Asia.
Highflying stocks suffer in the face of Omicron
The Omicron variant poses a new challenge for a global economy already struggling to facilitate enough growth to outpace inflation.
Gold Heads for its Next Big Test
Retail sales are up, consumer sentiment is plummeting, and gold is thriving on the uncertainty of a wonky, cash-rich environment.
Inflation Hits 30-year high, Gold Surges
Supply shortages, strong consumer demand, and government money printing pushed CPI to 6.2% in October, a three decade high that has investors pouring into gold.
Gold and Interest Rates
The Fed has finally decided to tighten monetary policy. Let’s look at the historical relationship between monetary tightening and gold performance.