public Middle East • 3 min read The Spreading War In The Middle East Ever since Hamas attacked Israel on October 7, 2023, we've warned that the latest war in the Middle…
paid Crude Oil • 3 min read Market Call: $100 Oil, $3000 Gold? Will the current decade turn out to be like the 1920s, 1970s, or 1990s? We are still assigning subjective probabilities…
public Commodities • 1 min read Why Is Gold Shining Again? Gold is a commodity priced in dollars. Like other commodities priced in dollars, the gold price is inversely correlated with…
public Inflation • 1 min read Gold Losing Its Shine Gold hasn't been a good hedge against inflation over the past highly inflationary year. That's not…