January 28, 2022

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?

January 20, 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.

January 14, 2022

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.

January 6, 2022

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.

December 30, 2021

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.

December 16, 2021

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.

December 2, 2021

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.

November 18, 2021

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.

November 11, 2021

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.

November 5, 2021

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.

October 21, 2021

Gold Bulls have the Evidence

Gold is in a consolidation phase, waiting for the markets to change their tune and drive the price higher.

October 15, 2021

Hey Jerome, is this what you meant by transitory?

Gold mounted a comeback this week as investors turned their attention sharply toward inflation hedges and safe haven strategies.

October 8, 2021

Gold is sluggish, consumer prices are not

Alternative measures of inflation from the Cleveland and Atlanta Fed point to underlying pressures that threaten the “transitory” nature of this inflationary episode.

October 1, 2021

The Fed: stuck between an inflationary rock and a debt-ridden hard place

The U.S. central bank tries to tame persistent inflation without sacrificing the rampaging and uniquely fragile stock market.

September 17, 2021

Boost in retail sales knocks gold

U.S. consumer spending jumped by 0.7% in August, boosting the U.S. dollar and sparking another sell-off in gold.

September 9, 2021

The Debt Limit, the Stock Market, and Gold

The U.S. stock market surges higher as investors refuse to look at alternatives, even as the government risks defaulting on its debt and jeopardizing the U.S. dollar.