War + inflation can lead to stagflation
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Entering a Golden Age: Examining the Case for Gold in a Changed World
The title is deliberately ambiguous. It is a sad irony that the time for gold to demonstrate its prowess typically coincides with turbulent...
1.1k Views
War: What to Do?
Inverse index ETF or long volatility will reduce vol although it will not save the portfolio from having a negative month for long-only investors.
389 Views
A frustrating month for markets
After almost 2 years of rising stock prices, and falling yields, 2022 started in a frustrating way. Most of the equity indices are negative YTD,...
236 Views
Spooky Chart Update II - Dow/Gold
The historical comparison of the Dow Jones with the last pandemic 100 years ago still guides us today, especially now that the rally in Gold is...
532 Views