Section
Gold
869 posts
Above the Noise: Rate cuts, productivity gains, and gold surge
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Rate cuts - How do stocks respond to rate cuts?…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Bulls vs. Bears: How BMO GAM Weighs Opposing Signals
As summer gives way to fall, uncertainty is once again the main theme investors can’t ignore. Trade fights,…
The Return of the Gold Standard
by Hubert Marleau, Market Economist, Palos Management September 5, 2025 John Maynard Keynes, the famous British economist, referred…
Fall volatility favors gold
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses the merits of increasing…
Jurrien Timmer: Pilgrimage to Impermanence—Week of 8/18/25
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company This information is provided for educational…
From $19 to $79: How Lundin Gold Turned a Signal Into a 300% Run
by SIACharts.com The last time we highlighted Lundin Gold Inc (LUG.TO) in our Daily Stock Report was on…
How Smart Money Is Quietly Stacking Gold & Bitcoin with ReSolve's Mike Philbrick
Listen on The Move In a world where inflation, currency debasement, and geopolitical shocks threaten portfolios, what if…
False Comforts, Real Consequences: Rethinking Growth, Gold, and Gut-Punch Volatility
I used to believe in stimulus. Government steps in, writes some checks, growth rebounds, the crowd cheers. Textbook stuff. Until I read Rob Arnott, Alex Pickard, Henry Neville, Michael Mauboussin and Dan Callahan all say, in their own careful ways, “not quite.”
Debasement: What It Is And Isn’t.
by Lance Roberts, RIA Over the past year, financial headlines continue to flood investors with doomsday predictions about…
What Will 2025 Really Be Remembered For?
Louis-Vincent Gave’s Big-Picture View, Simplified
Debt, Defense, and Denial: Why the U.S. Can’t Afford to Ignore the Fiscal Warning Signs
There’s no shortage of people warning about America’s debt problem. The real question is—why now? Why is this…
The Geopolitical Gold Game
by Kristian Kerr, Head of Macro Strategy, LPL Research Gold has climbed nearly 80% over the past three…
Resilient Markets, Resource Rethinks, and the New Relevance of Canada
AGF's Mike Archibald, Portfolio Manager, John Christofilos, Chief Trading Officer, Pulkit Sabharwal, Research Analyst, and David Pett, Producer, weigh in on oil, commodities, geopolitics, and Canada's evolving role in global capital flows.
Hold onto your gold
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses the recent performance of…
Why Gold Still Matters—A practical look at gold's role in your portfolio
Throughout history, gold has stood the test of time, across empires, economies, and market cycles. In today’s uncertain environment, many investors are once again looking to gold as a way...
