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,...
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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,...
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The Investmentcase for Gold
The Investmentcase for Gold Some time has passed since I wrote the last time about gold. Currently, a situation is developing that could become...
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Overview #41 – Securing Supply, Unlocking Value: Global Themes in Equities and Commodities
A review of recent events/data impacting our investment themes and outlook. Lithium, Japan, precious Metals and the Oil and Gas sector
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EQD | Asia January Vol Roadmap:Â Â Outsized Moves, Outsized Volatility
​Historically, gold performs well in January while Nifty tends to decline. Kospi and Nikkei have diverged in price but not implied vol. Most...
355 Views