Gold, Yen and Finding the Recession
Finally, we see the beginning of the long-anticipated monetary normalisation in Japan. This is the only country in the world to still have negative...
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Understanding Gold’s Intrinsic Value
The question I have been asking is how much of the gold price reflects its intrinsic value, and how much is something else?
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Prepare for the Dollar Rally
Compared to everything else, gold is in good shape, but it is competing with the world’s most liquid currency, that now pays a 5.25% yield while...
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Gold's Big Breakout - Us$2,000 and Beyond
Last month, I wrote how the last time government bond yields rose above 4%, it brought down the UK government. It happened again, and five banks,...
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Going for Gold
With stocks up while the dollar is down, 2023 continues to surprise. It was supposed to be the great recession, but the market says otherwise.
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