Section
Gold
869 posts
Gold: Testing Patience But Toeing the Line (For Now)
by Bryce Coward, CFA and Stephen Vanelli, CFA, Knowledge Leaders Capital Since early August the “barbarous relic” has…
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...
And Just Like That, Buffett Likes Gold
by Frank Holmes, CEO, CIO, U.S. Global Investors A quote often attributed to legendary investor Warren Buffett is…
The Role of Gold
Investors have been jumping into gold. While gold can help during big down markets, it isn’t the best…
Owning Gold is as Much about Diversification as it is about Capital Appreciation
by Bryce Coward, CFA, Knowledge Leaders Capital Regular readers of our content know that we have been building…
Precious Commodities: Assessing Gold and Oil in the Pandemic Age
Dynamic Funds' Portfolio Managers, Robert Cohen and Jennifer Stevenson views on gold and oil, and positioning in the current economic climate.
Here’s 5 Reasons Why Gold Miners Have Massive Outperformance in the Tank
by Bryce Coward, CFA, Knowledge Leaders Capital As I write this note on a dreary Friday afternoon from…
What’s Behind the Breakout in Gold?
by Bryce Coward, CFA, Knowledge Leaders Capital This week’s breakout in gold is an epic expression of our…
SIA Weekly: Two markets impacted by the currency war
It has been a week since the Fed cut interest rates by 0.25% and in that time, investor…
Golden times for gold: What's behind the ongoing rally?
by Erik Ristuben, Russell Investments On the latest edition of Market Week in Review, Chief Investment Strategist Erik…
A More Dovish Fed Signals a Change in Investor Sentiment
Last week’s Fed meeting, which hinted that we could potentially see 1-2 interest rate cuts in the US…
Gold holds up even as equities rip
by Russ Koesterich, Portfolio Manager, Blackrock • the mystery of why gold is performing surprisingly well while stocks…
Market Ethos: All that glitters
by Derek Benedet, Craig Basinger, Chris Kerlow, Alexander Tjiang, RichardsonGMP Unlike some attractive investments, gold tends to shine…
4 potential reasons for the gold rally
by Russ Koesterich, Portfolio Manager, Blackrock Russ discusses why gold, not a popular asset class until recently, has…
SIA Weekly: A Look at U.S. Regional Banks and Gold
Although the two days of panic trading encountered last week has subsided somewhat, broad indices, sectors and stocks…
Offsides Positioning in Gold, Bonds and the US Dollar Will Make for an Interesting Fall
by Bryce Coward, CFA, Knowledge Leaders Capital We are living through a period of extremely crowded trades at…
