April 11, 2024 Gold surges in the face of rising yields Typically, rising yields are bad for gold. Not this year. Rising yields represent an increasing risk of a public debt crisis, for which gold may be the only remedy. Read more
March 22, 2024 Investors turn to gold as rate cuts loom When the Fed cuts interest rates this summer, gold and silver stand to absorb billions of dollars as investors redeploy their mountain of cash. Read more
February 27, 2024 Credit Spreads Approach 2007 Levels Low credit spreads and surges in “extreme greed” often reflect a fervor which disregards proper risk assessment. Read more