November 5, 2024 Awaiting Elections With Bated Breath We’re in a world of seemingly stark inconsistencies – confounding incongruences. Read more
October 27, 2024 Treasury Yields and Gold Rise in Tandem Typically, we expect the price of gold to fall when yields rise. But over the last two months, Treasury yields and gold have surged together. Read more
June 28, 2024 Gold steady as the dollar fights for credibility Gold is hovering around $2,320/ounce, down from its all-time high of $2,450 on May 20th. Silver has taken a bigger hit; down 11% from its May peak. Read more
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