Gold Rallies! Can it Last?

The Fed can fix monetary policy, but cannot fix deglobalization, public debt, or fiscal spending. They can’t fix the reasons we own gold.

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The Global Empire of Risk

Should the Fed pay attention to the IMF’s warnings about global financial risks and deteriorating market conditions? Probably, but more red-hot inflation data means their hands are tied.

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Recessionary Red Flags

The current pace of rate hikes has no modern precedent. With recessionary red flags popping up everywhere, what will it take for the Fed to reverse course?

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Why is Gold Falling?

Gold is supposed to be a reliable hedge against inflation and economic disasters, but right now it’s stuck in the mud. When will gold shine again?

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Gold Needs a Fed Pivot

The stock market is a casualty in the Fed’s fight against inflation. Will the entire economy follow? If so, will the Fed make a dovish pivot?

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When the Dip Turns to a Waterfall

Individual investors are relentlessly “buying the dip,” yet stocks continue to tumble. Maybe it’s time to abandon the risky bets and get into something real?

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