Q4 2021: The Modern Investment Case for Gold

The Modern Investment Case for Gold

The argument centers around long-term trends in interest rates and inflation, and risks facing the traditional 60/40 stock/bond portfolio.

As you probably know, interest rates have been on a 40-year trajectory to the floor. The chart above shows the 10-year treasury yield, which is a benchmark interest rate in the U.S. economy. Money has been getting cheaper and cheaper for four decades, which has created the perfect environment for the traditional 60/40 stock/bond portfolio.

Today, things are taking a 180 degree turn.

Quarterly Update 2021 Q4

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