Global Liquidity On The Rise: Is This Gold’s (And BitCoin’s) Breakout Moment?
Gold and BitCoin are monetary inflation hedges NOT high street inflation hedges. Rebounding Global Liquidity is fuelling a breakout of these...
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The Gold BRICS – A Coming Threat to US Dollar Hegemony?
The slated gold-backed BRICS currency unit may be announced this coming August. Could it pose a future threat to the US dollar? We argue that in...
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Weekly Market Monitor (16) - The Odds of a Recession Is Rising; Earnings Just Don’t Know It Yet
Welcome to the weekly Market Monitor, keeping you updated on the week’s most important charts and developments in financial markets.
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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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Overview #43 – The Gift that Keeps on Giving
A review of recent events/data impacting our investment themes and outlook. Central Bank Pronouncements and the potential for US-China tension de...
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