Section
Gold
871 posts
A Deep Dive into a Model That Helps Explain Gold Prices
by Eddy Elfenbein, Crossing Wall Street Four years ago, I wrote a post discussing my thoughts on how…
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...
On the Relationship Between Long Term Yields and Gold
by Erik Swarts, Market Anthropology If you’re ridin’ ahead of the herd, take a look back every now…
Follow the Yellow Brick Road
Over the years we've gravitated towards tracking the nuances in the precious metals sector, because they can be…
Hedge Funds are Piling into Gold and Silver Futures
by The Short Side of Long Chart 1: It’s amazing how fast funds have returned to Gold &…
Time to Jump on the Silver Bandwagon? Not so Fast
After rising nearly 12% from its June lows, silver has been garnering some attention lately, leaving many investors…
Gundlach Likes Gold
by Roger Nusbaum, ETF Strategist, AdvisorShares Jeff Gundlach from DoubleLine Funds gave an interesting presentation (you’ll need to…
Ah, the Power of Mean Reversion.
Ah, the Power of Mean Reversion. June 20, 2014 By Frank Holmes, CEO and Chief Investment Officer, U.S.…
Gold Market Radar (June 23, 2014)
Gold Market Radar (June 23, 2014) For the week, spot gold closed at $1,314.85, up $37.96 per ounce,…
Gold Investors: Let This Cycle Be Your Guide
Gold Investors: Let This Cycle Be Your Guide By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
Gold Market Radar (June 16, 2014)
Gold Market Radar (June 16, 2014) For the week, spot gold closed at $1,276.89, up $23.64 per ounce,…
Metals Tend to Do Well When Real Yields Decline
Chart 1: PMs are between a rock and hard place. A big move is coming! Source: Short Side of…
Gold Market Radar (June 9, 2014)
Gold Market Radar (June 9, 2014) For the week, spot gold closed at $1,253.25, up $3.52 per ounce,…
Gold and Real Yields Have Tracked Each Other Post-Crisis
by Scott Grannis, Calafia Beach Pundit The introduction of TIPS (Treasury Inflation Protected Securities) in 1997 was an…
Real Yields are Falling – Why is Gold Dropping?
Gold weakness is inconsistent with loose monetary conditions in the US Gold has been selling off sharply recently.…
Gold Market Radar (June 2, 2014)
Gold Market Radar (June 2, 2014) For the week, spot gold closed at $1,249.73, down $42.83 per ounce,…
