December 2, 2021

Highflying stocks suffer in the face of Omicron

The Omicron variant poses a new challenge for a global economy already struggling to facilitate enough growth to outpace inflation.

November 18, 2021

Gold Heads for its Next Big Test

Retail sales are up, consumer sentiment is plummeting, and gold is thriving on the uncertainty of a wonky, cash-rich environment.

November 11, 2021

Inflation Hits 30-year high, Gold Surges

Supply shortages, strong consumer demand, and government money printing pushed CPI to 6.2% in October, a three decade high that has investors pouring into gold.

November 5, 2021

Gold and Interest Rates

The Fed has finally decided to tighten monetary policy. Let’s look at the historical relationship between monetary tightening and gold performance.

October 21, 2021

Gold Bulls have the Evidence

Gold is in a consolidation phase, waiting for the markets to change their tune and drive the price higher.

October 15, 2021

Hey Jerome, is this what you meant by transitory?

Gold mounted a comeback this week as investors turned their attention sharply toward inflation hedges and safe haven strategies.

October 8, 2021

Gold is sluggish, consumer prices are not

Alternative measures of inflation from the Cleveland and Atlanta Fed point to underlying pressures that threaten the “transitory” nature of this inflationary episode.

October 1, 2021

The Fed: stuck between an inflationary rock and a debt-ridden hard place

The U.S. central bank tries to tame persistent inflation without sacrificing the rampaging and uniquely fragile stock market.

September 17, 2021

Boost in retail sales knocks gold

U.S. consumer spending jumped by 0.7% in August, boosting the U.S. dollar and sparking another sell-off in gold.

September 9, 2021

The Debt Limit, the Stock Market, and Gold

The U.S. stock market surges higher as investors refuse to look at alternatives, even as the government risks defaulting on its debt and jeopardizing the U.S. dollar.

September 3, 2021

The U.S. dollar losing steam?

Gold needs a catalyst to jump out of the $1,800 zone, and U.S. dollar weakness might be the answer.

August 27, 2021

A beautiful bounce, but will gold continue?

As the gold market approaches a period of seasonal strength, investors will be watching for a higher high.

August 20, 2021

Gold vs. Money Supply

The price of gold has tracked the rapid expansion of money supply throughout history, both in the United States and globally. As M2 continues its long-term parabolic growth, so will gold.

August 13, 2021

Gold’s flash crash

The recent plunge and subsequent rebound have extended gold’s bearish correction phase in the middle of a long-term bull market.

August 5, 2021

Gold looks strong, but struggles to hold gains

Gold has been stuck in a $40 trading range for over a month, building a base around the $1,800 level and looking toward higher highs.

July 30, 2021

Gold Bounces on U.S. Dollar Weakness