Real Asset Chartbook Week #11: Digging Deeper into the Charts
We will be very interested in what happens to the number of traders on the short side. With futures, small moves are magnified by leverage; as...
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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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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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The Best Inflation Hedge of All
By definition, a liquid inflation hedge must be somewhat detached from the financial system and is unlikely to pass ESG screening with flying...
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Liquidity and Risk - Perception Vs Reality for Gold and Bitcoin
We have been asked on more than one occasion why we don’t throw silver into the BOLD (bitcoin and gold) mix. It’s a commodity with...
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