Global Markets: US Rates, Korean Alpha, and the AI Diversification Thesis
Equities bullish due to strong Developed Markets, corporate governance reforms, and GPU upside in Asia and US/AI Memory alpha in Korea. CB...
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Gold Anomaly
Gold Anomaly As Warren Pies wrote in a post last week, the current performance of Gold is really an anomaly, both plotted against TIPS and the USD...
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[Precious Insights 2025/06] Gold Set to Continue Shining
Gold is up >8% YTD 2025. Fundamentals, Technical, & Derivatives positioning point to continued rally ahead. Options market signal bullish market...
466 Views
EQD | February Macro Vol Roadmap – Stay Alert to Trend Change in 2nd Half of Month
​Markets show price weakness and increased volatility in late February. Gold, SP500, and SPASX200 have gone > 450 days without 10% corrections,...
384 Views
The Best of Hedgeye: Jim Rickards → Why Gold Is Going To $10,000
The speaker addresses technical difficulties, introduces the book "The New Case for Gold" and discusses its relevance in the digital age,...
982 Views